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Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.


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.

Edit the In-House Checklist

  1. Click [edit] to add notes, place a follow-up reminder on your matter calendar, or answer the question.
    View/Edit Question
  2. 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.
  3. 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.
  4. Click Save to confirm any changes.
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