Checklists and Reminders

Note: Try our interactive demo above for the most efficient, and hands on experience!

Checklist(s) can be created and edited in the Library , and will be available across all cases. Start by creating a new folder or selecting an existing folder in the Checklists tab in the Library, then select Create Checklist. 

Give it a name and description, Checklist(s) can be customized for use in various workflows like New Client Intake, Email flows, Billing steps, Post-mediation, and more. Next, add the Checklist Items, and customize the items further by adding comments, or attaching files.

Once saved, the Checklist will be available for use in all cases, and can be accessed in the Case Dashboard on the top right corner. From the menu on the Case Dashboard, individual Checklist items can be marked as completed, and Reminders can be set by selecting a Due Date for the associated Checklist item.

Reminders will appear in 2 locations: In the "Whats Due Soon?" section at the top of the Case Dashboard, and the Reminders section on the Main Dashboard. The associated Checklist Items can be marked as completed in both these locations as well. 

_{Alternate Search Terms: Tasks, To Do List, To-Do's}