Response & Fees

The Response & fees tab is where the request ends: send the response, settle the fees, record the outcome, and close. A next step card at the top reads the request's current state and says what typically comes next — activate a draft, wait on open assignments, send the response, record the outcome, or close — so you always know where the request stands.

Fees

The Fee panel manages the money side of the request end to end: assess a fee, itemize it against your fee schedule, waive it (fully or partially), record payments against it, and finalize it. When a fee is assessed and unpaid, the panel can suggest a fee-pending clock pause so the statutory clock reflects the wait.

Recording the Response

When the response is ready to send:

1. Set the response method (e.g., email, mail, in person).
2. Record the response-sent date.

Reviews and Approvals

If your workflow requires approval before the response can be sent:

1. Add reviewers by clicking Add Reviewer and selecting the appropriate users.
2. Each reviewer receives a notification and can review the response package.
3. Reviewers approve or reject the response, with comments if needed.
4. All reviewer decisions must be obtained before the request can be closed.

Closing the Request

Complete the Closure section: pick a closure reason — disclosed, disclosed in part, refused, transferred, and so on — add closure notes, and close. Choosing Transferred request reveals the receiving-institution fields and enforces the transfer deadline: an ATIA s.8 transfer is done here, not as a separate button.

The Close dialog runs a completeness check first — missing attestation, extensions without a reason, consultations without an outcome, redactions citing no exemption, unreviewed proposed redactions — shown as advisory findings, never a hard stop. Resolve them, or knowingly proceed.

A closed request becomes read-only; reopen it from the banner if you must make further changes.

Case Audit Export

When you finalize a request, you can generate a court-ready case audit export (formerly called the "evidence package") — an export drawn from the tamper-evident audit ledger that documents how the request was handled.

Completeness Pre-Flight

Generating a case audit export runs the same completeness pre-flight as the Close dialog. Before the export is produced, it flags anything that looks unfinished so you can resolve it — or knowingly proceed:

• Missing attestation.
• Extensions recorded without a reason.
• Consultations without a recorded outcome.
• Redactions that cite no exemption.
• Proposed redactions that were never reviewed.

AI Involvement Disclosure

When AI Assist is enabled, the case audit export also includes an ai-involvement.json file. This disclosure records exactly which AI features touched the request, how much, and what a person decided — giving you a defensible account of where AI was used and where human judgment applied.

The disclosure is built from usage metadata only. AI Assist runs on an Azure OpenAI resource in your organization's own Azure subscription and region: request content never leaves your tenant, Microsoft does not train its models on it, and the actual prompt and response content is never retained anywhere. Every AI output along the way was a suggestion or an editable draft that a person reviewed and decided on.