Add a Litigation Event Plan to a Case

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

• Navigate to the Litigation Tab of a case. 

• Select Add Events from Plans.

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

• 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. 

• 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.

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