What is the Checklist in the Client Bridge and How to Add Tasks to It?

Checklist Summary

The checklist can be accessed by opening a contact record, selecting the 'Client Bridge' tab and scrolling to the bottom of the client bridge where you will find the 'Checklist' section.

This checklist is helpful if your office wants to assign tasks for your client to complete for you, which might be different from the questionnaires or documents you want them to upload. In checklists are tasks or activities that you need them to complete and can even include a specific due date for the client. 

How to Add Tasks to the Checklist 

Once you are in the 'Client Bridge' tab, scroll to the 'Checklist' section and select the blue '+'. In the below example, we are requesting our client obtain an original document. We have entered the task name, a description, and a deadline. 

Once the task has been assigned, the client will be notified of the new task and can view it when they login to their Client Bridge. 

 That is a summary on the Checklists within the Client Bridge. If you still have questions, you can view the related help articles, our video series shown at the top of this article, or reach out to our support team, support@lollylaw.com, and we will be happy to help.