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Update General Questions

To answer a general checklist question or set a follow-up reminder, select the Checklists: General tab within a matter record.

Update General and Legal Questions

  1. Select Update on the far right. The Lawtrac site administrator has configured the acceptable answers for the question from which you may choose.
  2. Click on one of the radio buttons radio button to give an answer.
    1. Click the checkbox to create a follow-up reminder. The follow-up date can be adjusted by typing into the date field.
  3. Click Save.

You can now view the answer in the middle column on the Checklists: General page.

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