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Mitratech Success Center

Checklists

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

Page

Function

General Listing

View, manage, and answer general questions.

Rapid Entry

Apply an answer quickly from a drop-down list.

Detailed Listing

Open all general question information in detail.

Outside Counsel

View all questions and answers made by general counsel.

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