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Support - Legal Calendaring

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Overview #

The CaseFleet litigation calendar enables you to quickly visualize events, deadlines, and tasks related to your cases, helping you plan and prioritize your caseload. We said goodbye to the traditional calendar layout and narrowed the types of events that can be scheduled. This is not a calendar to clutter with personal appointments and business lunches.

By using a vertical bar graph that allows you to compare cases side-by-side, our calendar makes it easier to anticipate busy periods and scheduling conflicts.  With its robust filtering capabilities, you can analyze your work schedule in new ways not possible before.

The calendar tracks litigation deadlines and phases, case events (such as depositions), and case-related tasks. Filter to view events scheduled for a single case, compare upcoming events for multiple cases side-by-side or focus in on a particular type of entry, such as trial dates or discovery periods, for one or multiple cases.

For those who prefer a digest over a visual graph, our system allows users to toggle from chart view to list view, giving you two powerful ways to organize your legal calendar.

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Creating a Calendar Event #

There are two ways to create a calendar event for a case. Both are done from the Practice Manager view.

To add a calendar event from within a case, click on “Legal Calendar” in the case menu bar and then click the "Create an Event" button in the upper-right corner. From there you will be prompted to select an event category, such as “Motion Response” or “Deposition”, and input a start and end date. Add a specific event title for clearer labeling and use the Memo field to add a detailed description or other notes.

Alternatively, calendar events may be created by clicking the Calendar icon in the CaseFleet navigation bar located on the left side your screen. Just remember, you will need to select the case the event is tied to since adding a calendar event here is not automatically linked to a particular case.

A couple of tips for creating events:

  • For events spanning multiple days, such as discovery periods and the time period to respond to a motion, be sure to enter both a start date and end date so the calendar accurately depicts the length of time you have to complete the task.
  • Toggle between views, use the “Chart/List View” icon located in the upper left under the heading "Calendar".
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Using Filters to Understand your Schedule #

By default, the calendar displays all event categories for all of the open cases you are assigned to. Use any combination of filters - Date Range, Tasks, Cases, Categories and Chart/List View - to drill down and see calendar information in a way that is most valuable to you.

  • Date Range: Shorten or lengthen the amount of time you wish to view on your calendar.
  • Tasks: Display case-related tasks on your calendar.
  • Cases: Choose which cases you would like to view, such as your open cases, all open cases, or any combination of specific cases.
  • Categories: Narrow your view to specific types of events, such as discovery periods or trials by selecting a single category, several categories, or all. 
  • Chart/List View: Toggle between the chart view and list view.

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Customizing Event Categories #

Users with Account Administrator permissions have the ability to add new types of event categories and assign a specific color to each category, color coding the event category as a quick visual cue.

To customize the calendar, access “Firm Settings” by clicking on your initials in the lower left corner, then select “Legal Calendar” in the menu bar.

To add a new event category, simply write click the "Create Category" button, type the name of the new category, choose a color, and hit "Save." To edit or delete, click the pencil icon next to the event category. 

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Editing or Deleting a Calendar Event #

To edit a calendar event, click the entry on the graph and then select “More Details.” From there, click the "Edit" button at the top-right of the page to modify or delete your event.