A matter checklist is used to keep track of each specific task that needs to be done to intake a matter. It consists of the consultation, intake form, engagement letter, and any other custom tasks you choose to add.
When you create a matter, you can choose to add the Consultation, Intake Form, and Engagement Letter to the checklist. You can create a checklist directly on the matter or you can create checklist templates for even more efficiency.
Here's How to Add a Checklist to a Matter
- Find the matter in your matter's list, or by using the search bar
- From the matter's page, under "matter checklist"
Create a Checklist Template
In certain practice areas you'll commonly use the same intake process across all matters. Because you go though a very similar workflow each time it makes sense to create a checklist template for the intake. We've found that these are set up in a variety of different ways (but its hugely dependent on your process/workflow). Heres a quick video tutorial that will walk you though the ins and outs of creating a checklist template.