With court rules, you can track court deadlines for your matters. To add a court rule to a matter, you select a jurisdiction and a court trigger event, and enter the trigger's date. Clio then uses the rules for that jurisdiction to calculate the related deadlines and automatically creates a series of events on your calendar. These events help you track what is due and when, so you do not need to work out the dates yourself.
The court rule is saved on the matter, where you can view, edit, or delete it. The events it creates are regular calendar events. If a trigger date changes, you can edit the court rule and choose which of its upcoming events move to the new dates.
Court rules provide automated rules-based calendaring from a library of court rules across 50 U.S. states and 2,200 jurisdictions. In Canada, court rules are available across two provincial courts and the federal court, with more provincial and territorial jurisdictions to be added in the future. In the UK and Australia, court rules currently support a limited set of conveyancing (property transaction) rule sets.
Add jurisdictions and configure settings
To get started with court rules, Clio Administrators need to select the relevant jurisdictions and configure your default settings first. After adding jurisdictions, you can configure your default settings for creating court rules calendar entries, including default jurisdiction, default service type, default calendar, and default attendees. Once created, court rules will appear on the calendar that you specified, and they will include your selected attendees.
- Click the user menu (top right) > Manage settings > Court Rules > Jurisdictions.
- Click Add new jurisdictions.
- In the search field, start typing the name of the jurisdiction or court you want to add.
- From the list of options that appear, use the checkboxes to select all jurisdictions you want to add.
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Optional: Click the eye (view) icon next to the jurisdiction’s name to view the ruleset.
Note: You can use the search field to search for additional jurisdictions. Any jurisdictions already selected will remain selected in the background until you’re ready to confirm your selections. -
When you’ve selected all jurisdictions you need, click Add jurisdictions.
Note: If you selected more jurisdictions than allowed by your plan, you will be informed and will have to acknowledge the additional cost by clicking Confirm and add.
- Click the user menu (top right) > Manage settings > Court Rules > Jurisdictions.
- Click Add jurisdictions.
- Click the X next to a jurisdiction’s name to remove it.
- Read the message that explains the effects of removing a jurisdiction and click Confirm and remove to delete the jurisdiction.
- Click the user menu (top right) > Manage settings > Court Rules > Default Settings.
- Use the dropdowns for each field to select the Default Jurisdiction, Default Service Type, Default Calendar, Default Attendees, Firm-Wide Default Event Start Time, and/or Personal Default Event Start Time.
- Click Update Court Rules Settings.
Add court rules to matters
In Clio Manage, you can add court rules to matters from either the main Calendar tab or a matter’s Calendar subtab. Once created, you can view the court rule and its associated calendar events in either location.
When creating a court rule, you can only select the trigger’s date and time. You cannot edit dates and times for any associated calendar events unless you edit that specific associated calendar event. Learn more about editing associated calendar events below.
Tip: Some of your court rules associated events may contain the acronyms L/D or F/D. L/D means Last Day served, and F/D means First Day served.
- Go to Calendar.
- Select the dropdown next to New event and select New court rule.
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In the Set Up section, complete the fields.
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Enter the court rule's Name, select the Matter, a previously added Jurisdiction, the court Trigger, and the trigger's Date and Time.
Note: The trigger’s start time will be shown as a one-hour block in your calendar, if applicable. You can create a longer or shorter time block after creating and saving the event. - Enter a custom Event prefix. The custom prefix will be applied to all calendar events for this court rule to help you identify which events in your calendar belong to which matter the deadline pertains to. Your prefix can be alphanumeric and will appear in email notifications and any synced calendars. Once applied during set up, the prefix can only be edited one event at a time.
- If applicable, select the Service Type, which will are only available for some triggers, such as process serving.
Click Next: Select Events.
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- In the Select Events section, deselect any parent events that you do not want to be created as calendar entries, then click Next: Choose Calendar Options.
- In the Choose Calendar Options section, complete the fields.
- Select the calendar that the events will appear on.
- Use the dropdown for Add firm Attendees to select users from your firm.
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If needed, check the Add reminders box, then choose how many days before the event to send out email reminders to the attendees.
Note: You can add more than one reminder and you can also set or edit reminders from the calendar event later.
- Click Add To Calendar.
- Go to the matter and click Calendar.
- Select the dropdown next to New event and select New court rule.
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In the Set Up section, complete the fields.
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Enter the court rule's Name, a previously added Jurisdiction, the court Trigger, and the trigger's Date and Time.
Note: The trigger’s start time will be shown as a one-hour block in your calendar, if applicable. You can create a longer or shorter time block after creating and saving the event. - Enter a custom Event prefix. The custom prefix will be applied to all calendar events for this court rule to help you identify which events in your calendar belong to which matter the deadline pertains to. Your prefix can be alphanumeric and will appear in email notifications and any synced calendars. Once applied during set up, the prefix can only be edited one event at a time.
- If applicable, select the Service Type, which will are only available for some triggers, such as process serving.
Click Next: Select Events.
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- In the Select Events section, deselect any parent events that you do not want to be created as calendar entries, then click Next: Choose Calendar Options.
- In the Choose Calendar Options section, complete the fields.
- Select the calendar that the events will appear on.
- Use the dropdown for Add firm Attendees to select users from your firm.
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If needed, check the Add reminders box, then choose how many days before the event to send out email reminders to the attendees.
Note: You can add more than one reminder and you can also set or edit reminders from the calendar event later.
- Click Add To Calendar.
Edit court rules that were added to a matter
If you added a court rule to a matter and/or calendar or you have permission to edit a court rule on another user’s calendar or on a matter, you can update the court rule’s name and/or trigger date and time. When you change the trigger date or time, Clio recalculates the dates of the events that come from it and lets you choose which of the rule's upcoming events move to the new dates.
You can also edit individual events created by a court rule, such as including the event's time, updating who should attendees, and reminders to send out prior to the event.
Edit the court rule from the matter's calendar tab.
- Go to the matter’s Calendar subtab.
- Under Court rules, find the event and click Edit.
- Update the Name, Trigger date, or Trigger time.
- Click Save changes.
- If you changed only the name, Clio saves the changes and you are done. If you changed the trigger date or time, you have to select which events to update.
- Under Event changes to select or deselect associated events to update according to your new trigger date. You may see the following tags next to some events to allow you to handle these appropriately.
- Court permission required: These events require permission from the court to alter a due date and are selected by default.
- Custom date: These events were previously manually edited to change the date 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 upon any changes to the trigger date.
- Click Save changes.
Edit court rule events, including parent and child events
After adding a court rule to a matter that creates a series of related events in your calendar, you can edit the date and time for any one of these events as long as you have the permissions. Given the nature of how the events are related, by updating one event might you may want to update others in order to preserve the logic of the court rule. Clio helps you to do this by letting you choose whether dependent events move with an event update you are making. It does not change the court rule. To change the rule's trigger date or time, see Edit court rules.
Court rule events are either parent or child events. Parent events are deadlines calculated directly from the trigger date. Child events are deadlines calculated from the date of a parent event. When you change the date of an event that has dependent events, Clio asks whether to move the dependent events too.
Important: Some child events have their own dependent deadlines. After moving a child event, review the dates of those deadlines in the matter's Calendar subtab.
- Go to Calendar.
- Find and select the court rule event.
- Click Edit event then make your changes.
- Click Save event.
- If you changed the event's date and the event has dependent events, you will have to select which child events to also move to their new dates.
- To move child events, select them, then click Move related events.
- To keep the original dates of all the child events, click Don’t move.
- Go to the matter’s Calendar subtab.
- Under Calendar events, find the event and click Edit.
- In the new window, make your changes.
- Click Save event.
- If you changed the event's date and the event has dependent events, you will have to select which child events to also move to their new dates.
- To move child events, select them, then click Move related events.
- To keep the original dates of all the child events, click Don’t move.
- Go to Calendar.
- Click and hold the court rule event and then drag it to a new calendar date.
- If your selected parent court event has child events, you can select which child events you also want to automatically update.
- If the event has dependent events, you will have to select which child events to also move to their new dates.
- To move child events, select them, then click Move related events.
- To keep the original dates of all the child events, click Don’t move.
Add reminders to events
You add reminders to court rule events the same way you add them to any other calendar event. To set reminders for yourself or other firm users, see Send event reminders.
To let all firm users add their own reminders to an event, select Add this event to the Firm calendar as well as the selected calendar under when you edit the event.
Delete court rules from a matter
You can delete a court rule from a matter. Deleting a court rule deletes the rule and all of the calendar events it created, including events you edited and events with past dates.
- Go to the matter’s Calendar subtab.
- Under Court rules, find the court rule and click Delete.
- When the warning prompt appears, select Delete court rule.
To delete a single event, delete it from the calendar like any other event.