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How Do I Create A Checklist


  • How To Integrate Checklist Into Workflow


  • Clio Manage

Additional Information:



  1. Create as many "Checkbox" Matter Custom Fields as you want
    • You can label them as Name of list: Task- 01
    • ex. Court Complaint: Create Form- 01
  2. Add the desired checkbox's to a Matter Field Set and name the checklist
  3. Go to the Matter and click Edit
  4. Click Custom field
  5. Click the drop-down menu and choose the Checklist you created.


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