Calendar Management
njoy full calendar management including tasks, events, monthly views, fortnightly views, weekly views and daily views. Tracking events and tasks and maintaining productivity is easy.
Create simple events in legal matters or on a dedicated calendar page
Create event precedents to easily create new events with reusable information
View calendar on a view, 2 week, weekly or daily view
View items on your dedicated calendar page
View items within the legal matter
Calendar Management Master your firm's schedule with seamless, matter-integrated calendar management that brings together tasks, events, deadlines, and court dates in one powerful, customizable view—helping your team stay organized, productive, and always ahead of what's next.
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Our calendar isn't just a basic scheduler—it's a legal-practice command center designed to reduce double-handling, eliminate missed deadlines, and give everyone crystal-clear visibility into workload and timelines.
Key features include:
Multiple intuitive views tailored to how you plan your day/week/month:
Daily view — Focused agenda showing every appointment, task due, and reminder for the day.
Weekly view — Horizontal or vertical layout to see the full week at a glance, perfect for planning hearings, client meetings, and team check-ins.
Fortnightly view — Ideal for Australian practices managing two-week cycles, court rosters, or bi-weekly billing periods.
Monthly view — High-level overview highlighting court dates, filing deadlines, key milestones, and workload distribution across the team.
Unified task & event tracking — Tasks and calendar events live side-by-side. See due tasks automatically appear on the relevant dates, color-coded by priority, matter, or assignee. Drag to reschedule, mark complete, or convert a task into a recurring event—all without leaving the calendar.
Event precedents — Save time on repetitive bookings. Create reusable event templates (precedents) with pre-filled details:
Default title, duration, location (in-person, Teams/Zoom link, phone)
Assigned attendees, matter linkage, required preparation notes
Automatic reminders (e.g., 7 days + 1 day before)
Custom tags or categories (e.g., "Client Intake", "Directions Hearing", "Mediation")
One-click creation of new events from any precedent—consistency and speed guaranteed.
Task precedents — Mirror the power of event templates for your workflows. Build task templates tied to specific services, matter types, or client agreement stages:
Pre-populate description, estimated time, priority, dependencies, subtasks
Link directly to billable services from your client agreements
Auto-assign to roles (e.g., "Paralegal – Draft Affidavit") or specific team members
Trigger task precedents automatically when a matter reaches a new stage or when a client agreement is accepted—turning your firm's best processes into instant, repeatable action items.
Smart integration & automation — Sync with Outlook/Google Calendar if needed, but keep the rich legal context (matter details, documents, notes) inside your system. Set recurring events/tasks, dependency rules (e.g., "File submissions 14 days before hearing"), overdue alerts, and escalation notifications.
Team visibility & workload balancing — View calendars by individual, team, or entire firm. Spot overloads early, reassign tasks/events, and maintain realistic capacity—all while everything stays linked to the relevant legal matter dashboard.
The result? A single source of truth for scheduling that eliminates silos between tasks, events, and matters. Your team spends less time juggling calendars and more time delivering outstanding legal work. Reduce stress, improve punctuality, strengthen compliance with deadlines, and keep every case moving forward with confidence.
Elevate your practice with calendar management built for lawyers—by lawyers.