Edit In-House Checklist
From the Checklists: In-House tab at the top of the open matter detail page, you can view and edit questions that are directed to the in-house Legal team.
- Click  to add notes, place a follow-up reminder on your matter calendar, or answer the question.
- In the top right corner of the screen, select an option from the "Answer" drop-down menu to answer the question. The "Notes" text field can be used to elucidate your answers.
- To create a follow-up reminder, click the checkbox on the lower left side of the screen, then enter a date in the corresponding date field on the right.
- Click Save to confirm any changes.