Calendar & Deadlines

Adding Calendar Events

Manage your schedule with colour-coded events and multiple calendar views.

Creating an event

Click an empty time slot on the calendar OR click + New Event. Fill in:

  • Title — Event name
  • Type — Hearing (red), Deadline (amber), Meeting (blue), Consultation (green), Filing (purple), Other (gray)
  • Calendar — Personal (only you) or Firm (visible to everyone)
  • Start/End — Date and time, or check "All day"
  • Matter — Link to a case (optional)
  • Client — Link to a client (optional)
  • Location — Where the event takes place
  • Attendees — Search and select firm members
  • Description & Notes

Calendar views

Switch between Day, Week (default), Month, and Agenda views using the tabs at the top.

Right sidebar

The sidebar shows a mini calendar for quick navigation, toggle switches for Personal/Firm calendars, and checkboxes to show/hide specific event types.

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