Court Rules Integration with CalendarRules How-To Guide

Sign-up & Linking Accounts

You can now link your CalendarRules account directly to your MerusCase account in a few easy steps. If you do not have an existing CalendarRules account, you can sign-up for a new account through MerusCase as well.

Linking an existing CalendarRules Account

First, access our 3rd Party Integrations page by going to Tools & Settings > 3rd Party Apps > CalendarRules.

Integration Partners page for CalendarRules

From this page, you have the option to “Learn More”, Sign-Up, or Link your Account.

By selecting “Link Account” you’ll be prompted to enter the authentication code that you received from CalendarRules (usually via email) and then paste it into the Authentication Code pop-up window and click “Link”.

CalendarRules Authentication Code pop-up

Once you’ve Linked your account, you will have access to all the CalendarRules jurisdictions you subscribe to.

Signing up for a new CalendarRules Account

By selecting “Sign-up” you’ll be redirected to a page that will allow you to select which jurisdiction(s) you’d like to subscribe to and will proceed with the process with the CalendarRules team. They will send you an Authentication Code that you can access by coming back to this page to select “Link Account”.

Using CalendarRules in MerusCase - Triggers, Rules, & Events

Once you’ve linked your CalendarRules account with your MerusCase account you will have the opportunity to select from your subscribed jurisdictions (note: jurisdictions are determined by your subscription with CalendarRules), and assign rules based on a selected trigger event to your selected case.

In order to do this, you’ll select “Calendar” from the top navigation bar and then select “Court Rules”

MerusCase Calendar module displaying Court Rules option

Once you’ve selected “Court Rules”, you’ll be redirected to the new Court Rules page to select a case to apply the rules to (refer to the numbered steps in the screenshots below)

Court Rules tab

From this page you’ll select the appropriate case (step 1);

Court Rules tab Case Files field

and the desired jurisdiction (step 2);

Court Rules tab Jurisdictions field

Court Rules tab with Jurisdictions options displayed

Once you’ve selected the appropriate case and jurisdiction, you’ll have to select the primary trigger that you want to pull down and apply to your case (step 3);

Court Rules tab Trigger Item field

Court Rules tab with Trigger Item options displayed

Upon selecting the primary trigger for this case, you’ll need to select a date (step 4);

Court Rules tab Trigger Date field

And then the time (step 5);

Court Rules tab Trigger Time field

If applicable some primary triggers will require you to select a “Service Type” (step 6). Please note that many trigger types do NOT require a “Service Type,” which would then be stated as such (refer to example screenshots).

Court Rules tab Service Type field

With Service Type:

Court Rules example Service Type options

Court Rules tab with Service Type options displayed

Without Service Type:

Service Type Not Applicable

Court Rules tab with no applicable Service Types

Once you’ve made all of the required requests, you’ll then select “Calculate Rules”. Note: This does NOT apply the rules to your case, this allows you to first view and modify the rules before applying to your selected case:

Court Rules Calculate Request button

Calculate Rules

Now that you’ve successfully pulled down the rules based on your selected primary trigger, you’ll be able to view and modify before adding to a case. We allow several options to support your firm’s workflow;

Court Rules calculated calendar items

Options to modify before applying rules to your case:

● Select which Rules to include (check or uncheck desired boxes)

Example of checkboxes

● Change the Date for specific rules

Court Rules calendar items date picker

● Change the type from Task to Event

Court Rules calendar items Task and Event selector

● Change the Assignee

Court Rules calendar items Assignee dropdown menu

● Select All Events or Tasks to incorporate in bulk

Court Rules calendar items Add All checkboxes

Once you’ve made your desired changes and selections, you’ll add the items to your selected case calendar by clicking on the “Add to Calendar” button. The rules, dates, types, and assignees you have selected will be added to your case and will be viewable within your Case Agenda that lives within that case.

Court Rules Add To Calendar button

Once you have selected to add these to your calendar you’ll be prompted with two options: to either “Add More Court Rules” to the same case or a different case, or you can “View Case Agenda” where these rules you just added will be housed.

Court Rules calendar items added display

Case View & Case Agenda

Now that you’ve successfully applied the selected court rules to a case, you’ll be able to view these rules and make edits from within the case via the Case Agenda.

Court Rules Case Agenda view

All current functionalities will be supported with these rules as with other Events. You’ll be able to select any rule and make changes to the date, the assignee, the rule description, even view the primary trigger for greater visibility.

Court Rules Case Agenda view displaying an event

If you want to make changes, it’s as easy as always: simply select “Edit” at the top right of the screen and make the desired changes. Remember to select “Save” as this will then apply the changes to that specific rule.

Court Rules Case Agenda view displaying an event being edited

You’ll be able to add as many rule sets to a given case that are needed. You’ll also be able to access as many jurisdictions that you subscribed to with CalendarRules.

For additional support about CalendarRules specifically, you can always reach out to the CalendarRules team:
Email: [email protected]
Phone Number: 925-322-0424

If you have any questions about MerusCase specifically and how the CalendarRules integration is supported within MerusCase, you can contact our support team.