Your site administrator must set up the Checklist relationships in Application Administration before this feature is available within a matter. There can also be general questions that are available for all matters.

The purpose of pre-established Matter Checklists is to give managers a "quick-glance" overview of items that have been completed, or have yet to be accomplished.

Links to view and edit a matter's general listing and outside counsel detail are under Checklist on the Matter Navigation Bar.

Matter: Checklist