How Do I Create A Checklist

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.

 

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