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How To Add A Court Rule To Matter

Objective:

  • How to add a court rule event to a Matter

Environment:

  • Clio Web App
  • Matters
  • Court Rules

Additional Information:

n/a

Procedure:

  1. Go to the Matter
  2. Click the Calendar sub tab
  3. Select the dropdown beside Add Event and click  Add a Court Rule 
  4. Fill out the Set Up form and select Next: Select Events
  5. Use the checkboxes to select which Events you would like to include and select Next: Choose Calendar Options
  6. Fill out the Choose Calendar Options form and select the Add to Calendar button

 

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