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How to Add A Court Rule To Matter

Objective:

  • How to add a court rule event to a Matter
  • Add court rules
  • Use court rules
  • Insert court rules
  • Add calendar rule to case

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Go to the Matter
  2. Click the Calendar sub-tab
  3. Select the dropdown arrow beside the New Event button and click New Court Rule 
  4. Complete the Set Up form:
    1. Enter a Name
    2. Enter the Matter (optional if Matter not already pre-selected)
    3. Select the Jurisdiction
    4. Begin typing to select a Trigger (e.g. Motion filed) from the suggested actions
    5. Select the Trigger Date
    6. Click 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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