Before adding rules to a Matter, you will have to select a list of up to 10 jurisdictions and configure the Court Rules default settings. For instructions on configuring Court Rules settings, click HERE.
To add Court Rules to a Matter, go to the Calendar tab or the Calendar subtab of a Matter and click "Add Court Rule".
Calendar Subtab of a Matter:
This will open the "Add a Court Rule" screen:
- Name: Enter a name for the rule set.
- Matter: Enter the Matter to apply to rule set to.
- Jurisdiction: The default jurisdiction that you specified in your settings will be selected here but you can change it if required.
- Trigger: Select the appropriate trigger.
- Trigger Date: Select the start date of the trigger.
When all of the Set Up fields are complete, click "Next: Select Events".
Deselect any events that you don't want to be created as calendar entries and click "Next: Choose Calendar Options".
Select the calendar and attendees (if they are different from the defaults which you selected when setting up Court Rules) and add any necessary reminders. Then click "Add To Calendar".
You can view all of your Court Rules across all Matters from the main "Calendar" tab, or you can view the rules associated with a specific Matter from the "Calendar" sub-tab of that Matter. From either location, you can view saved rules, edit details, add reminders, and add time.
From the "Calendar" sub-tab of a Matter, you’ll notice that "Court Rule" events are labelled with a icon.
These rules can be edited in the same manner as any calendar event by clicking the "Edit" quick link for the rule that you would like to edit, add a reminder to, or add time to. Similarly, if you need to delete an individual rule, you can click the "Delete" quick link. For instructions on how to delete all events in a rule set, click HERE.
For more information about working with Court Rules, please see the following articles: