To access My Account Settings, click on your firm name in the top right-hand corner.

On the left-hand side, under Firm Defaults, you'll see Firm Default Checklists, Tasks, Fees.

You can navigate between the lists by clicking on the tabs above.

Below you'll see existing Documents or Tasks. If you would like to add a Document or Task, you can scroll down to the blank field below the list and add the New Document name, and click Save. You also have the option to add a description.

You will also have the option to adjust the placement of items on the list, edit, and delete. These changes will be applied to new cases opened moving forward.








***Keywords: document checklist, task checklist.

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