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How Do I Share a Court Rule with Firm Users?

Objective:

  • When I add a Court Rule, how to I add it to another firm user's Calendar?
  • I want the Court Rules to appear on my co-worker's Outlook Calendar

Environment:

  • Clio Manage

Additional Information:

In order for a Court Rule's events to appear on a firm user's Outlook Calendar, you'll need to ensure that the event is on their calendar, not just the firm calendar. Additionally, they will have to have their Office365 account synced to Clio. For more information on this, please visit here.

Procedure:

  1. Go to your Calendar
  2. Click on Add Court Rule
  3. Set up the Court Rule and Select Events
  4. When you are choosing Calendar Options, ensure you are adding Firm Attendees, not just selecting the Firm Calendar
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