Objective:

• How To Integrate Checklist Into Workflow

Environment:

• Clio Web App

Additional Information:

n/a

Procedure:

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.