Court Rules

This page is only applicable for firms that have purchased our Calendar Rules integration. For more information on this integration, contact your sales person.

The CalendarRules integration provides automatic calendar rules for many courts through the United State and can automatically add Critical Deadlines, Appointments, and Tasks to SmartAdvocate based on the court rules of the appropriate jurisdiction. A subscription with CalendarRules is required for this page to work.

Structure of this Page

Open

1. Add New Court Rule button: Allows you to add deadlines, tasks and appointments.

2. Court Rule: The name of the event type chosen from CalendarRules.

3. Jurisdiction: The court assigned to handling the case.

4. Trigger: The event type chosen.

5. Service Type: The type of service needed.

6. Trigger Date: The date the Trigger event will take place.

7. Action: An action icon allowing you to edit the applied rule, delete the rule from the case (without deleting its associated tasks, deadlines and appointments) or delete the rule and its associated items.

The Edit Court Rule Panel

Open

1. Jurisdiction: A dropdown that allows you to choose from the jurisdictions your firm is subscribed to. This is court from which the rules will be taken.

2. Party: A dropdown list the parties on the case who will be listed as the responsible party for the item.

3. Trigger: The event which will trigger the creation of critical deadlines, appointments, and/or tasks in the case calendar. This list is provided by CalendarRules and cannot be edited from within SmartAdvocate.

4. Name: The name for the court rule. This field will auto populate with the description of the Trigger, however you will be able to edit, replace or remove the information in the field.

5. Details: An additional box to add comments.

6. Trigger Date: The date on which the Trigger will occur.

7. Time: The time at which the Trigger item will occur, if applicable.

8. Rules Table: A table listing all of the items that will be created from generating the Court Rule.

Creating Rules

1. Get Court Rules: Once the other fields from the panel have been filled in press the “Get Court Rules” button to generate the rules.

2. Activity Type: The type of activity the event will be generated in the system as. Clicking on this column will allow you to change the event to a task, deadline, appointment or give you the option to not add it at all.

3. Date: The date the event will be due on. This is editable by clicking on the item inside the column.

4. Time: The time the event is set to take place at. This is editable by clicking on the item inside the column.

5. Description: The description assigned to the event. This is editable by clicking on the item inside the column.

Pressing Save in the bottom right corner will apply the events to your case.