Where to Find the AI Calendar
You can access the AI Calendar from the Main Navigation panel on the left side of the screen. Selecting Calendar will open the full calendar interface, including event lists, filters, and calendar views.
Creating a New Calendar Event
To create a new event:
Click Create Event at the top left of the calendar.
Enter a Title for the event.
Choose the event type:
Event
Task
SOL (Statute of Limitations)
NOA (Notice of Appearance)
Select a color to visually identify the event on your calendar.
Set the Date and Time.
Add a Location if needed.
Assign the event to a specific case by selecting a case from the dropdown menu.
Add a Description to include relevant details or instructions.
Click Save and the event will appear on your calendar immediately.
AI Assistant (New)
The AI Assistant allows you to create and manage calendar events using natural language, without manually entering each field.
How to Use the AI Assistant
Navigate to Calendar from the Main Navigation
Select the Assistant tab (next to Events)
Enter a request in the input field
Example Commands
“Add a client meeting for @Silvas on March 10 at 2pm”
“Schedule a deposition for @Smith case next Friday at 9am”
“Add mediation deadline for @Johnson case on June 1”
💡 Be sure to use the @ symbol to reference a case so the event is properly linked.
Advanced Use
You can also ask the AI to analyze your case and create events automatically:
“Review @Silvas and add all important dates to my calendar”
The AI will:
Review your Case Files
Identify key dates (deadlines, treatments, filings, etc.)
Automatically add them to your calendar
Why Use the Assistant
Eliminates manual data entry
Ensures events are tied to the correct case
Helps capture important deadlines you might miss
Speeds up calendar management significantly
Calendar Views and Filters
Views
You can switch between:
Month view
Week view
Day view
Each view provides a different level of detail depending on your scheduling needs.
Filters
Use the Filters section to toggle the visibility of:
Events
Tasks
SOL items
NOA items
This allows you to focus on specific types of deadlines or obligations.
Managing Calendars
Under the Calendars section, you can:
View your default calendar
Create additional calendars using the Add New option
Organize separate schedules for departments, teams, or case types
If you have multiple calendars, you can click on any calendar to view it individually.
Using the AI Calendar for Case Tracking
Because events can be assigned directly to cases, your calendar becomes an integrated tool for:
Deadline management
Case preparation timelines
Task coordination across your team
Statute of limitations reminders
Court appearance scheduling
This ensures important dates stay tied to the correct case file and remain visible across your workflow.
Tasks and deadlines created in the Case Overview section will also appear on your calendar for unified tracking.
Summary
The AI Calendar provides a centralized way to manage case deadlines, tasks, SOL tracking, and events. By creating events, assigning them to cases, filtering your view, and organizing multiple calendars, you can manage your workload efficiently and maintain complete oversight of critical dates across your organization.