Court Rules

Have more questions? Submit a request

With court rules, you can track court deadlines for your matters by selecting court trigger events for specific court jurisdictions. Once you select a trigger, court rules will automatically find related court events for the specified jurisdiction and add dates to your calendar.

Court rules provides automated rules-based calendaring from a library of court rules across 50 U.S. states and 1,800 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.

Note: Due to data residency regulations, this feature is only available on the North American server.

 

Add jurisdictions

To get started with court rules, you need to select the relevant jurisdictions and configure your default settings in Clio Manage. Only administrators have permission to do this.

Note: Court rules are available on Clio’s Essentials, Advanced, and Complete plans. Essentials accounts can add up to three jurisdictions. Advanced and Complete accounts can add up to ten 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, then select from the dropdown list.
  3. Repeat step two until you reach the maximum number of jurisdictions available for your plan.
  4. Optional: Click X next to the jurisdiction’s name to remove it.
  5. Click Update Court Rules Jurisdictions.

 

Configure default settings

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.

Note: The default jurisdiction will automatically appear when you add a new rule to a matter and is selected from your list of jurisdictions. You can always change the default jurisdiction when adding a new rule to a matter. The default service type will only appear for triggers that require service delivery. 

  1. Go to Settings > Court Rules > Jurisdictions.
  2. Select from the dropdown selections for Default Jurisdiction, Default Service Type, and Default Calendar.
  3. Search for firm users under Default Attendees.
  4. Click Update Court Rules Jurisdictions.

 

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.

Note: If a court deadline falls on a weekend or holiday, the event will be added to your calendar either the Friday before the weekend or holiday or the Monday after the weekend or holiday. Weekend and holiday deadlines vary by jurisdiction.

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.

Via Calendar tab Via Calendar subtab in matter
  1. Go to Calendar.
  2. Select the down arrow next to New event and select New court rule.
  3. In the Set Up section, enter a name for the rule, then select a matter, one of your added jurisdictions, the court trigger, and specify the trigger’s date and start time.
  4. Optional: Select the Service Type. You will only see this field for some triggers, such as process serving.
  5. Click Next: Select Events.
  6. In the Select Events section, deselect any parent events that you do not want to be created as calendar entries. All events associated with the trigger are selected by default.
  7. Click Next: Choose Calendar Options.
  8. Select the calendar that the events will appear on and add firm user attendees. You can set reminders for the attendees now or later when editing the event.
  9. Click Add to Calendar.

 

Edit court rules and events

If you created a court rule or if you have permission to edit a court rule on another user’s calendar, you can update the court rule’s trigger date and time, add reminders, add time, and bulk update any associated calendar events. You can make changes from the main Calendar tab or a matter’s Calendar subtab.

Tip: You can view which firm user made changes to a court rule or associated event in the Dashboard Firm Feed or from the matter’s Dashboard Timeline.
Note: If you see an error when editing a court rule, this means either (1) the court rule was generated before May 14, 2022, the date when the recalculate functionality was enabled in your Clio Manage account, or (2) the selected court jurisdiction has not been added to your account or is no longer available. Ask an administrator at your firm to check your jurisdiction settings.
Via Calendar tab Via Calendar subtab in matter
  1. Go to Calendar.
  2. Find the court rule event.
  3. Optional: Click Add time to create a time entry for the event.
  4. Click Edit event to edit the court rule event.
  5. Make changes to the court rule’s name and/or trigger date and time.
  6. Click Save changes.
  7. Scroll down to Event changes to select or deselect associated events that you want to update. 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 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.
  8. Click Save changes.

 

Edit only associated parent and child events

After creating a court rule, you can edit the date and time for any associated parent or child court events as long as the court rule was created on your calendar or as long as you have permission to edit another user’s calendar. Parent events are the associated court events listed when creating a new court rule. Child events are court events on the same day as the parent event. You can edit these events by dragging and dropping them to a new calendar date or by editing them directly in the Calendar or from the matter’s Calendar subtab.

Tip: You can view which firm user made changes to a court rule or associated court event in the Dashboard Firm Feed or from the matter’s Dashboard Timeline.
Via Calendar tab Via Calendar subtab in matter Via drag and drop
  1. Go to Calendar.
  2. Find the associated event.
  3. Optional: Click Add time to add a time entry to the event.
  4. Click Edit event to edit the event.
  5. In the new window, make your changes.
  6. Click Save event.
  7. If your selected parent court event has child events, you can select which child events you also want to automatically update.
  8. Click Move related events to save your changes. Click Don’t move to save your changes to the parent event without moving any of the child events.

 

Add reminders to events

You can add reminders to events that you created and to events that are made available to the entire firm. You can add reminders from the main Calendar tab or the matter’s Calendar subtab.

Via Calendar tab Via Calendar subtab in matter
  1. Go to Calendar.
  2. Select the event and click Edit event.
  3. Under Reminders, click Add new reminder.
  4. Add a firm user and amount of time before the event they should receive a reminder.
  5. Repeat steps 3 and 4 to add additional reminders.
  6. Under Save to this calendar, 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.
  7. Click Save event.

 

Delete court rules and events

You can delete a single court rule and all its subsequent associated events from the Calendar tab or the matter’s Calendar subtab.

Via Calendar tab Via Calendar subtab in matter
  1. Go to Calendar.
  2. Select the event and click Delete.
  3. When the warning prompt appears, select Delete event.

 

Need more help?

Was this article helpful?
0 out of 0 found this helpful