Create a Litigation Event Plan

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.