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Rule-Based Calendaring in MyCase (via CalendarRules)
Rule-Based Calendaring in MyCase (via CalendarRules)
This article will cover how to start using rules-based calendaring in MyCase (via CalendarRules).
Ben Q avatar
Written by Ben Q
Updated over a week ago

This article will cover how to start using rules-based calendaring in MyCase.

Who is CalendarRules?

CalendarRules is a company that will automatically calculate your deadlines using rule sets. All you need to input is your jurisdiction and trigger and they handle the rest. They offer more than 1800 different rule sets nationwide. To learn more about CalendarRules, visit their website here.

Creating a CalendarRules Account

To set up the CalendarRules integration in MyCase, you will first need to create an account with CalendarRules. To start this process, navigate to the "get a quote" section here on the CalendarRules website. Fill out the quote, and CalendarRules will contact you shortly after to set up your account. MyCase users can get a free 2 week trial with CalendarRules. Simply ask CalendarRules about it, and they will set you up. Once CalendarRules creates your account, you will receive an email from them with a token. You will use this token to connect CalendarRules to your MyCase account.

NOTE: You only need 1 CalendarRules account for your entire firm.

Setting up CalendarRules in MyCase

After receiving the email from CalendarRules with your token, login to MyCase and navigate to the Integrations & Apps page. Click the Set Up link on the CalendarRules card. Paste your CalendarRules token into the following popup. After inputting your token, click to continue and you're done! Your entire firm will now be able to use CalendarRules in MyCase.

NOTE: Only 1 firm member needs to set up the integration to enable CalendarRules for all users.

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Using CalendarRules in MyCase

To start using CalendarRules in MyCase, navigate to either the Calendar or the Case Details > Events page. Both locations will have a new button labeled Add Court Rule.

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When you click the Add Court Rule button, the court rule wizard will appear.

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Part 1 of the Court Rule Wizard: Rule Settings

  1. Case: Specify the case/matter this rule applies to. (This will link the case to the created events.)

  2. Jurisdiction/Rule Set: Specify which rule set you need. This list will display all of the jurisdictions/rule sets that you have purchased from CalendarRules.

  3. Trigger: Specify the trigger to use to calculate the deadlines. These options will display based on the rule set you selected. (Some common examples are Trial Date, Counterclaim Served, Hearing to Motion.)

  4. Trigger Date: Choose the date the trigger occurred or will occur.

  5. Time: Not required, but you can specify a time for the trigger.

  6. Service Type: Certain triggers have service types. Specify a service type if prompted.

  7. Prefix: Give a prefix to all the deadlines/events that will be created so they can be easily identified. The prefix will be appended to the title of all of the events/deadlines you choose to create. You will be able to see what it looks like in step 2 and go back and change the prefix is needed.

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Part 2 of the Court Rule Wizard: Select Events
After clicking calculate events, CalendarRules will calculate all of the events you need based on the rule settings you entered in step 1. Step 2 will display a list of events which can be selected for creation. Any prefix added in step 1 will be prepended to each event name. Clicking the arrow next to the event name will expand a description explaining the event and the originating court rule. Once you have selected the events you want, continue on to Step 3: Event Options.

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Part 3 of the Court Rule Wizard: Event Options
In step 3 you will be able to assign an event type, invite firm members, and create reminders. Everything done in step 3 will be applied to ALL of the events created from the court rule.

Once the event options are set up, click Save Events. MyCase will then create all of the events from the court rule and put them on your calendar with your customized settings (Allow a few minutes for the events to finish adding to your calendar.)

Events created from court rules will be treated like normal events; users can edit the locations, the firm members assigned, the reminders or event type. Users can also delete individual events if they have sufficient permission.

Deleting Events and Court Rules

Deleting a single event created from a court rule
Delete a single event created from a court rule just like any other event. Simply open the event details and click Delete Event. There will be a confirmation popup informing you that the event was created from a court rule.

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Deleting all of the events created from a court rule
To delete all of the events associated with a court rule, open the event details of any event that was created by the court rule. Click Delete Related Court Rule for a confirmation popup to confirm deletion of all events associated with that court rule.

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