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Add a Litigation Event Plan to a Case
Add a Litigation Event Plan to a Case
Updated over 6 months ago

How to add events from your Litigation Events Plans to a case.

  • Navigate to the Litigation Tab of a case.

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  • Select Add Events from Plans.

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  • A pop-up window will appear. Select the Trigger Event for the type of event plan you would like to add to the case.

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  • Once you've selected the trigger event type, you'll see a list of your available event plans.

  • Select the Event Plan you'd like to add to the case.

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  • Select the Trigger Date for the event (ex: Select the date of trial if applying a trial event plan). The rules-based deadlines entered for the plan will appear.

  • Click Save to add the events to the case.

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The events will now be saved to the calendar and the Litigation Tab of that case.

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