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Step-by-Step Guide: Reliance List

Your guide to navigating and using the Reliance List solution with ease.

Written by Kristian Shirallie

To automatically create a complete Reliance List for your expert witness, go to the Litigation section on the home page.


You will be taken to the Reliance List solution.


Add a new matter and enter a brief description of the matter or case.

Upload files from Dropbox, drag and drop, or select files from your device.


Enter the name of your expert witness and choose whether you would like to download the file in Word or PDF format.


Click Finish once you are done uploading your documents.


To find your reliance lists, navigate to the Command Center and view your Completed Reliance Lists. On the right side of the page, you can upload new reliance lists. Uploading expert reviewed documents will automatically generate structured reliance lists for you.


Here is an example of a Reliance List that you can see as an example.


​​For any questions about this workflow, you can start a chat by clicking the support bubble in the bottom right corner of your screen. We are happy to help!



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