How to create new Litigation Event Plans.

Navigate to the

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

Select Add New Plan

A pop-up window will appear.

Input the plan name, select the trigger event, and add the plan description.

Click Save or Save and Add Rules.

If Save and Add Rules is clicked, a pop-up window will appear to add in the rules.

Select the Litigation Trigger Event.

Create a Rule Description.

Enter the number of days to trigger the event.

Select Before or After the trigger event

Select if you are counting Working or Calendar Days. (Working days exclude weekends and the listed upcoming holidays.)

Choose to include or exclude the trigger date in the calculation.

Choose the action when a deadline falls on a weekend or holiday.

Select all Assigned Staff

Click Save and Add New Rule to add another rule to this plan or click Save to finish the plan. The plan can always be updated with new rules.
​
​NOTE: This can only be done by a firm administrator or someone with the permission User Has Access to Litigation Event Plans.