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Edit a Litigation Event Plan
Updated over 6 months ago

Here's how to edit a pre-existing Litigation Event Plan.

  • Navigate to the

    Icon in the top right corner of your account and select Litigation Event Plans.

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  • Select the dropdown arrow in line with the plan that needs to be updated and select Edit Plan.

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  • A pop-up window will appear. Update the name and/or description of the plan and click Save or Save and Add Rules. Save and Add Rules will allow you to add additional rules to this plan.

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NOTE: This can only be done by a firm administrator or someone with the permission "User Has Access to Litigation Event Plans."

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