‍DocketCalendar...what does it do?

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DocketCalendar calculates court rules-based deadlines and automatically creates events on your Outlook or Google Calendar. DocketCalendar also has a built in calendar so you can start calculating deadlines before you connect to Outlook or Google.

- Automatically calculate, and create All rules based deadlines related to your case.

- Instantly populate your deadlines directly onto any Outlook or Google calendar.

- Automatically recalculate and remove deadlines from everyone’s calendar when matters settle or court dates change.

- Instantly produce robust deadline reports and much more!

Click here for a quick start video and instructional guide

Click here to Login and get started

The first time you log into DocketCalendar you will be able to instantly calculate deadlines and save them to DocketCalendar built in Firm Calendar.

You may want to try a few calculations before connecting DocketCalendar to your Outlook or Google environment. When you are ready, connecting to Outlook or Google only takes a few minutes.

Click here when you are ready to connect DocketCalendar to your Outlook or Gmail Account

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Subscription Q+A

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How does my subscription work?

Your DocketCalendar Subscription has two components; Court Rules and Calendars.

Each Court Rule set contains local court rules combined with the state court rules, you only have to use one court rule set to calculate your deadlines properly.

‍What comes with a court?

- Unlimited firm-wide use of that jurisdiction.

- The ability to remove courts from your subscription at any time; this way you only pay for what you currently need.

- The ability to add courts to your subscription at any time, you can gain immediate access to any court as new cases open.

DocketCalendar does not charge per user, only per calendar.

What comes with a calendar?

- Unlimited firm-wide use and access to that calendar.

- The ability to share the calendar with anyone at the firm.

- The ability to add or remove calendars from your subscription at any time.

How many calendars do I need?

- If everyone at the firm keeps their deadlines on a shared calendar or firm calendar, you may only need one.

- If you or someone at your firm wants to receive deadlines on their calendar, you will need to add a calendar in the shopping cart.

Click here for more information on how to select the right number of calendars

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Linked Email Account: How DocketCalendar Talks to Your Email

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DocketCalendar requires a dedicated full email account to function as a connection point between your firm's email domain and DocketCalendar. We call this your linked email account.

Your linked email account is the connection point between DocketCalendar and all of your firm's calendars. DocketCalendar will create events directly onto any calendar that is shared with your linked account's calendar. Once you connect an email account to DocketCalendar, the default calendar for that email account will be visible to DocketCalendar and you will be able create events on that calendar.

To add events to any other calendar in your firm, simply share the calendar from the person who needs to receive deadlines to your linked email account.

Example: rocky@docketcalendar.com needs to receive deadlines, he shares his calendar with the linked email account and then DocketCalendar will be able to write events directly onto Rocky's calendar.

Read the next article before you connect your email account to DocketCalendar- Choosing Your Linked Email Account

Click here to connect your email account to DocketCalendar

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Choosing Your Linked Email Account

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You can connect DocketCalendar to any Outlook or Google calendar. Which calendar should you use?

Click here to view the previous section on how DocketCalendar integrates with your Outlook or Gmail calendar

‍Considerations

Who has access to this email?

Everyone at your firm who uses DocketCalendar must log into this email account. You will want to choose an email to which multiple people at the firm can log into. If you choose a personal email, your credentials will need to be shared with anyone who wants to log into the DocketCalendar application.

Should I create a new email account?

We recommend creating a new email account as the connection point to DocketCalendar. You can name this calendar whatever you want; something like firmcalendar@yourdomain.com is always a good choice. Whatever you decide, we strongly recommend you do not call your new email account simply "calendar" Everyone who uses email has a "calendar" it is too generic for an email account name.

Can I use an email account that already exists?

Yes. You may already have an email account that multiple people have access to like an admin@ or info@. One consideration is that the linked email account will have all of your internal staff's calendars on it. You may only want authorized calendaring personnel to access this calendar so be mindful not to repurpose an existing email account that is used by people in the firm who you may not want to have edit access your firm calendar.

Do events generated by DocketCalendar have to go on this calendar?

No, events do not have to go on this calendar.

Outlook: The linked email account is the connection point between your Outlook domain and DocketCalendar; placing deadlines on this calendar is optional.

Can I change my linked email account later?

Yes, however, changing the linked account requires DocketCalendar assistance.

Outlook Users: Does this email account have to be an Outlook 365 account?

Yes, the linked email account must be an Outlook 365 email account, however DocketCalendar will not work with a free Outlook.com account.

Gmail Users: Can I use any Gmail account?

Yes, you can use any standard Gmail or Google Workspace account.

Once you have selected your Linked Email Account, you'll want to connect your email account to DocketCalendar.

Click here to connect your email account to DocketCalendar

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How Many Calendars Do I Need?

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You need at least one calendar to operate DocketCalendar. If everyone at the firm keeps their deadlines on a single shared calendar, one calendar will be sufficient.

Click here to watch a short video- How many calendars do I need?

DocketCalendar charges a user fee based on the number of calendars you send deadlines to.

The two advantages to having deadlines on your calendar-

- Popup reminders only work on events that are placed on your calendar.

- A shared calendar, in even a two attorney firm, can create clutter and making identifying your own deadlines more difficult.

The advantage to having a shared calendar is to give the firm's staff access to a single view where all deadlines can be seen. Anyone who has access to DocketCalendar will have access to the internal Firm Calendar. However, you may want an Outlook firm calendar so that attorneys have the option of viewing either their own deadlines or all deadlines.

If you or someone at your firm wants to receive deadlines on their calendar, you will need to add a calendar in the shopping cart.

The number of calendars you need is up to you and the members of your firm; feel free to add or remove calendars for free while in the trial period to determine what works best for your firm.

There are a variety of ways that Attorneys, Paralegals, Secretaries and Staff may use and share calendars.

The most common methods are as follows...

Solo Firm - Everyone shares one calendar.

Small Firm - Attorneys have their deadlines on their calendar. Paralegals, secretaries and staff may share an attorney's calendar or a firm calendar.

Mid Size firm - Every attorney, secretary, paralegal and staff members has their deadlines on their own calendar. The office maintains a central firm calendar as well.

Multi Office Firm - Every attorney, secretary, paralegal and staff members has their deadlines on their own calendar. Each office maintains a central firm calendar. Some firms find it useful to keep a central calendar with all offices deadlines as well.

Appearances Calendar - You may want to have a specific calendar to keep track of all court appearances and physical appearances such as depositions.

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DocketCalendar will support as many calendars as you need. You only need one to use DocketCalendar, but you can have an unlimited number of calendars to support your firm's calendar requirements. DocketCalendar is capable of communicating with any calendar in your Outlook or Google domain.

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How to Assign a Calendar

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Assigning your first calendar

Once you have linked your email account and granted permission to DocketCalendar, you will be prompted to assign your first calendar.

Click here if your have not yet linked your email account to DocketCalendar

DocketCalendar should automatically walk you through this process the first time you log in after granting permission. Once you have assigned your first calendar, the "Connect a Calendar" button will change to "Assigned Calendars".

If you need additional guidance, please follow the steps below.

Assigning Additional Calendars

1. Add the number of desired calendars to your subscription from the shopping cart. The shopping cart can be accessed by clicking on “Subscription” under the manage tab in DocketCalendar. You may add an unlimited amount of calendars while in free trial mode.

2. Click on Assigned Calendars under the MANAGE section on the toolbar. (Screenshot Below)

3. If you want to assign a calendar that does not belong to your linked email account, you will need to share that calendar.  Share Outlook    Share Gmail

3. Give your calendar a name.

4. Enter the email address of this calendar. (If this is a secondary calendar, enter the email address of its primary calendar)

5. Locate and select the calendar you want to assign from the “Select Calendar” dropdown. If you do not see the calendar you want to assign, you will need to share that calendar with the linked email account. (If you have not shared any calendars with your linked email account, you will have three options to choose from; United States holidays, Calendar, and Birthdays)

6. Click “Assign.”

Note: If your newly shared calendars do not appear in the select calendar dropdown, you may need to accept/add them from your linked email account.

After calendars have been shared, you will need to accept the invitation and click view. The invitation will be sent to the inbox of the linked email account.  

Outlook Users: If your IT administrator shared the calendars from a PowerShell command, they will need to be added to the calendar using the Add Calendar / Add From Directory function.

Google Users: In order to add a shared calendar to your Gmail account, you must be logged in to only that Gmail account in your web browser. If you use Gmail normally for any other email address, we recommend, just for adding new shared calendars, that you open an incognito window in Chrome and login to your Linked Gmail account there. Then accept the shared calendar.

You can not edit the name or email for notification after assigning a calendar. If you need to remove an assigned calendar we recommend you remove the events from your calendar first.

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Adding Calendars to Your Cases & Triggers & Events

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Now that you have connected your linked email account and assigned your calendars you can begin adding calendars to your cases, triggers and events.

Add Calendars to your Case

Click on "All Cases" to view your cases. You will notice a prompt at the top of the screen to add a calendar to your case. This message will disappear after you add your first calendar.

Click "View" on the case you would like to modify and click the "Edit Case" button.

You will notice there is now a new field where you can add your assigned calendars.

Click in the box under the Assigned Calendars label to open the list of available calendars. Select the calendars you want to add to your Case (Note: Click anywhere on the screen to close the Calendar Dropdown menu).

Once you have selected your calendar, click the "Save Case" button at the bottom of the Edit Case screen.

You will now see your calendar listed on your View Case screen as well as the All Cases list view.

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DocketCalendar will now add events for your case directly to your Outlook or Google Calendar the next time you calculate deadlines.

Add Calendars to your Triggers

To add the triggers you have already calculated to your calendar, you will need to add your desired calendars to each trigger.

From the View Case screen. Click the "View" button for the first trigger you want to add to your Outlook or Gmail calendar.

Click "Edit Trigger" and on the Edit Trigger screen you will now see an option to add calendars. Click in the box under the Assigned Calendar(s) label to open the list of available calendars. Select the calendar(s) you want to add to your trigger (Note: Click anywhere on the screen to close the Calendar Dropdown menu)

Next, click the "Update Assigned Calendars" button and DocketCalendar will begin adding the trigger's events to your Outlook or Gmail Calendars.

If you don't have all of your calendars set up, don't worry, you can go back anytime and add and remove calendars from any trigger or event.

When you return to the View Case Screen, you will now see the calendars for each trigger.

Add Calendars to your Events

You may, at times, want to add a single event to a calendar. For Example: The paralegal has all of the last day deadlines for the Deposition on their calendar, but the Attorney only wants the "Appearance" deadline on his or her calendar.

Click on the "View" button for the trigger you want to edit and then click on the "View" button for the event you want to edit.

On the Edit Event screen, scroll to the bottom of the screen. Click in the box under the Assigned Calendar(s) label to open the list of available calendars. Select the calendars you want to add to your event and then click the "Add/Remove Calendars" button. (Note: Click anywhere on the screen to close the Calendar Dropdown menu)

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