Event Management Success Kit

At SimpleLegal, we recognize that effective event management is a critical part of successful matter management, and more broadly for  the efficiency of your entire legal department. Our innovative solution seamlessly integrates event tracking and management into our comprehensive matter management platform, to ensure you stay on top of key dates and deadlines related to your matters.

Here’s what you can expect with event management:

  • Centralized platform: A single place to see important events and dates in an easy list or calendar view for streamlined visibility with notifications to avoid missed deadlines.
  • Seamless integrations: Our one-way integrations with popular calendars like Outlook, Google, and Apple enable you to track events from your preferred platform. Our CalendarRules integration provides real-time-insight into comprehensive legal calendaring events, ensuring accuracy and compliance with court rules and procedures.

Additionally, here are some common uses for the event management feature that your legal department can leverage:

  1. Court Appearances: Schedule and track court dates, hearings, and other legal proceedings to ensure timely attendance and preparation.
  2. Depositions: Coordinate dates and times for depositions, including arranging for court reporters and notifying all parties involved.
  3. Mediation Sessions: Schedule mediation sessions and track their progress to facilitate dispute resolution.
  4. Internal Team Meetings: Schedule meetings for case reviews, strategy discussions, and other internal coordination efforts.
  5. Case Management Conferences: Schedule and manage case management conferences with the court to discuss case progress and timelines.
  6. Trial Dates: Organize and track trial dates, including pre-trial conferences and jury selection, to ensure effective case management.

Check out our event management resources to the right 👉 for more information!

How to get started:

Event management is only available for SimpleLegal matter management customers:

  • Event settings: For administration accounts, you can access Event settings under the tab Administration > Events to begin integration with CalendarRules and manage event types.
  • Access Events: Add, edit, and view events within each of your specific matters under Matters > All Matters > [specific matter name] > Events (located on the top bar next to Tasks) to get a detailed list and calendar view of all events related to your matter.

Need more help?

We hope this success kit was helpful and provided you with useful information about our event management. If you have any further questions, please take a look at the additional resources on the right-hand side of this page, contact your CSM, or email success@simplelegal.com.

Not on a SimpleLegal matter management plan yet? To activate event management in your SimpleLegal instance and learn more about our matter management offerings, please reach out to your CSM or email success@simplelegal.com.