Note that only account Administrators can add Court Rules jurisdictions.
Court Rules is a powerful tool that allows you to track for dates set by the court simply by selecting triggers. These triggers will fall under the jurisdictions you choose within your account.
Before adding rules to existing Matters, you will have to select your jurisdictions and configure your default settings. You can select up to 10 jurisdictions to use in Clio. You can add jurisdictions and configure defaults from the Clio Settings panel - click on "Court Rules" under the PERSONAL column.
On the Court Rules settings page, you will be brought to the Set Up Jurisdictions page.
To find a jurisdiction, start typing the name of a jurisdiction or court into the "Type to find a jurisdiction" field. Then, select the jurisdiction you want to add from the dynamic dropdown list.
Repeat this process for up to 10 different jurisdictions.
When you are finished adding jurisdictions, you must click the "Update Court Rules Jurisdictions" button to save any changes.
To remove a jurisdiction, click the button beside that jurisdiction in the list.
You can configure your Court Rules defaults by clicking the "Default Settings" tab at the top of the Court Rules settings screen.
- Select a default from the list of jurisdictions that you just created. The default jurisdiction will automatically be selected when adding rules to a Matter but can be changed at the time of adding the rule.
- Select the default service type.
* Note that a service type is only required on some triggers.
- Select the default calendar that the rules should appear on.
- Add any firm users as default attendees to the calendar event.
For more information about working with Court Rules, please see the following articles: