Each Matter on Lexicata has a checklist of to do items to help you stay organized. A matter checklist is fully customizable, and can consist of 4 different types of things:
- Intake Form
- Engagement Letter
- Custom Tasks
You can set up a custom checklist for each different matter, depending on what needs to be done. Using the Progress Bar, you'll be able to instantly visualize how far along you are in the intake process for a given matter.