With Clio's court rules feature, you can track court deadlines for your matters by selecting court trigger events that are associated with specific court jurisdictions. When you select a trigger, court rules will automatically find related court events for the specified jurisdiction and add those dates to your calendar.

Court rules provides automated rules-based calendaring for your firm from a library of court rules across 50 U.S. states and 1,800 jurisdictions. In Canada, court rules are available for the Federal Court, British Columbia Supreme Court, and the Ontario Court of Justice, with more provincial and territorial jurisdictions to be added in the future.

With this feature, you can stay on top of court deadlines and case milestones, reduce legal malpractice risk, and streamline legal work with up-to-date and accurate court information.

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Add jurisdictions

Before adding court rules to existing matters, you need to select the relevant and maximum number of jurisdictions and configure your default settings in Clio Manage. Only users with administrator permissions can add jurisdictions.

1. Go to Settings > Court Rules > Jurisdictions.
   
2. Under Add Jurisdictions, type in the name of the jurisdiction or court you want to add. Select the jurisdiction from the dropdown list.
3. Repeat step two until you've selected the maximum number of jurisdictions available for your account plan. When you reach the jurisdiction limit available for your account, a warning prompt will appear. You can remove jurisdictions by clicking the grey X next to the jurisdiction's name.
4. Click Update Court Rules Jurisdictions.

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Configure default settings

After adding your maximum allotted jurisdictions, you can configure your default settings for creating court rules calendar entries.

1. Go to Settings > Court Rules > Default Settings.
2. Select the Default Jurisdiction from the list of jurisdictions that you added. The default jurisdiction will appear by default when you add a new rule to a matter. You can still change the jurisdiction when you create the entry.
3. Select the Default Service Type. This is only required for some triggers. 
4. Select the Default Calendar that the rules should appear on.
5. Select the Default Attendees that will automatically be added to all Court Rules calendar events.

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Add court rules to matters

You can add court rules to your matters either in your Clio Manage main calendar screen or from the calendar subtab within a matter.

Main calendar: 

1. Go to Calendar.
2. Select the dropdown arrow next to New event, and select New court rule.
   

Calendar subtab in matter:

1. Go to your Matters, find your matter, and then select the Calendar subtab.
2. Select the dropdown arrow next to New event, and select New court rule.
   

When you click New Court rule, a new Add a Court Rule screen will appear. Now you can create your new court rule for one of the jurisdictions you selected.

1. In the first part of the process, you will set up your new court rule by selecting a few options:
   • • Name: enter a name for the rule.
     • Matter: enter the matter to apply the rule to. If you added the court rule from the calendar subtab of a matter, this field will automatically be populated.
     • Jurisdiction: the jurisdiction that you specified in your default settings, as explained in the previous section, will be selected by default. You can also choose another one of your jurisdictions.
     • Trigger: use the dropdown arrow or begin typing in the name of the court trigger.
     • Date: select the trigger's start date.
     • Time: select the trigger's start time. The time will be shown in a one-hour block in your calendar. You can create a longer or shorter time block after creating the event. See the next section on how to Edit court rules to learn more.
     • Service Type: you will only see this field if your selected trigger requires it. Triggers involving process serving will require a selection.
2. Click NEXT: SELECT EVENTS.
   
3. Deselect any events that you do not want to be created as calendar entries, and then click NEXT: CHOOSE CALENDAR OPTIONS. By default, all events associated with the trigger will be selected.
   
4. Select the Calendar that you want to add the events to and Add Firm Attendees if these selections are different than what you selected in your default settings. Then, Add Reminders for the event and click ADD TO CALENDAR. You can also add reminders when editing events.
   
5. View your court rules in your Clio Manage main calendar or view rules specific to a matter in the calendar subtab for that matter. You can edit entries, add reminders, and add time from either location.

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Edit court rules and events

After creating a new court rule, you can update the court rule's trigger date and time and bulk update any associated events by editing the court rule or any parent events. If you manually renamed the events, they will retain their new names. See Edit a created court rule to learn how to make changes to the court rule you previously created. See Edit parent and child events to learn how to make changes to the associated events of the court rule you created. 

Updated court rule events and and re-calculated court events will be visible in your firm feed and in that specific matter's dashboard, under the timeline. This is helpful for firm transparency and knowing which firm member updated a court rule event. 

Edit a created court rule

You can edit a previously created court rule to update the trigger date and/or time and any associated events. You can edit events from the calendar tab in the navigation menu or from a matter's calendar subtab. 

Main calendar: 

1. Go to Calendar.
2. Find the event and click Edit event.

Calendar subtab in matter:

1. Go to your Matters, find your matter, and then select the Calendar subtab.
2. Under Court rules, find the event you want to update, and click Edit.

When you edit the court rule, a new window will appear. Now you can update the trigger date and/or time, and any associated court events. This is where you can update the time from the standard one-hour block to a longer or shorter time block.

1. Update the trigger date and/or time and, if necessary, update the court rule's name. Then click Save changes.
   
2. In the same window, scroll down to the Event changes section and select the events you want to update. Most events will be selected by default. You may see the following tags next to some events:
   • • Court permission required: these events require permission from the court to alter a due date and are deselected by default.
     • Custom date: these events were previously manually edited to change the date or time to a custom date and are deselected by default. 
     • Repeating event: these events were created as a repeating event in the calendar and are selected by default to automatically update following any changes to the trigger date. 
3. Select Save changes. This will automatically recalculate dates for future events associated with your court rule.
   

   Note: If you see an error, this means that the selected court jurisdiction has not been added to your court rules settings page or is no longer available. Ask a user at your firm who has administrator permissions to check the setting.

   

Edit parent and child events

After creating a court rule, you can edit the date and time for any associated parent and child events. You can edit an event by simply dragging and dropping it to a new calendar date. You can also edit events from the calendar tab in the navigation menu or from a matter's calendar subtab. 

Drag and drop:

1. Go to Calendar.
2. Click and hold the event and drag and drop it to a new calendar date. Once the event is moved, a new window will appear where you can select which related events you want to move as well.
3. Click Move related events to save your changes, or click Don't move if you want to save your changes but not move the child events.
   

   Note: The modal for moving related events will only appear if the selected parent event that you want to move has child events. Child events are related to the parent event and occur on the same day.

   

Main calendar: 

1. Go to Calendar.
2. Find the event and click Edit event.

Calendar subtab in matter:

1. Go to your Matters, find your matter, and then select the Calendar subtab.
2. Under Calendar events, find the event you want to update, and click Edit.

A new window will appear where you can edit the parent event and any child events the parent event may have:

1. If necessary, update the parent event's title, start date and time, change whether it is an all day event, add reminders, add location, and change the description.
2. Click Save event.
3. A new modal will appear if your parent event has associated child events. On this modal you can select which child events you also want to automatically update.
4. Click Move related events to save your changes, or click Don't move if you want to save your changes but not move the child events.

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Add reminders to events

You can only add reminders to events that you created or events that are made available to the entire firm. You can add reminders in the main calendar view or from a matter's calendar subtab. If you did not create the event, and if it is not visible on the firm calendar, you can only view the event.

Main calendar: 

1. Go to Calendar.
2. Find the event and click Edit event.

Calendar subtab in matter:

1. Go to your Matters, find your matter, and then select the Calendar subtab.
2. Under Calendar events, find the event you want to update, and click Edit.

A new window will appear where you can add a reminder and save the changes to your calendar. You can also add the event to the firm calendar.

1. Under Reminders, click Add new reminder.
2. Under Save to this calendar, select which calendar you want to save the event to. If you check the box for Add this event to the Firm calendar as well as the selected calendar, all firm users can add reminders for the event. 
3. Click Save event.

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Delete court rules

You can delete a single court rule, and all of its subsequent associated events, from the calendar tab in the navigation menu or from a matter's calendar subtab.

Main calendar: 

1. Go to Calendar.
2. Find the event and click Delete.
3. When the warning prompt appears, click Delete event.

Calendar subtab in matter:

1. Go to your Matters, find your matter, and then select the Calendar subtab.
2. Under Court rules, find the event you want to update, and click Delete.
3. When the warning prompt appears, click Delete court rule.

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Export court rules events

To export or print court rules and events for a specific matter:

1. Click Matters in the left navigation menu.
2. Go to your matter's Calendar subtab.
3. Click Filters, select Court rules under Type, and click Apply filters.
4. At the bottom of the screen, click Export.
5. When the new window appears, select PDF or CSV, and click Export.