Events & Reminders

Creating an Event

1. Navigate to Calendar in the sidebar
2. Click on the date where you want to schedule the event
3. Fill in the event details:
   • Title - A descriptive name for the event
   • Type - Select from Court Hearing, Client Meeting, etc.
   • Date & Time - When the event takes place
   • Location - Where the event is held
4. Click Create Event

Event Types

Setting Reminders

Never miss an important event with automatic email reminders. When creating an event, you can select when to receive reminders:

You can select multiple reminders for the same event. Click on the reminder badges to toggle them on or off.

Adding Attendees

Invite team members to events so they also receive reminders:

1. In the event form, find the "Attorneys Attending" section
2. Click "Add attorney..."
3. Select team members from the dropdown
4. Each attendee will receive email reminders

Linking to Matters

You can link events to specific matters for better organization:

• Select a matter in the "Related Matter" dropdown
• The event will appear in the matter's timeline
• Easy to see all events related to a case