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Tool 092

Filing Packet Checklist

Build a filing packet review checklist with owners, evidence, dates and status notes, then export your recorded assessments.

What it does today

Editable session-local human review checklist with evidence, status, owners, dates and literal notes export. No legal rules, document/signature inspection, API writes, filing, execution or persistent storage.

How to use

  1. In Clio, open Matterevo and choose Filing Packet Checklist from the Tool Library. Use the search box or the Practice workflows family filter to find it.
  2. Choose the records or sources to compare.
  3. Inspect the evidence and differences side by side. Each finding links to its source record.
  4. Decide what to do. This review does not change Clio on its own.

Before you rely on it

Verify required documents, signatures, exhibits, naming conventions, and service steps before filing. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.