Trust Tasks Overview

The Tasks section represents all the steps tied to the trust process. In the Trust module, each completed task will result in a percentage increase in case progress.

Each task found in this section can take the form of either something informational, a document upload, a form to fill out or an integration with a third-party service to submit information.

The list of tasks can be completely customized for any organization, jurisdiction or process. If you require a custom task checklist, please contact for assistance.

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