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You can also just enter any keywords in the search field without using the Boolean search. If you do not specify a section, the search will apply across all data properties within any section of the application and will return results of various formats. For example, if you just type “Lead Lawyer” in the search field and hit enter, the system wil...0 min reading time
How do I create an event?
To create an event, from any page click on the (+) icon button on the top right and select “+New Event”. Another way to create a new event is from a matter’s events tab. If you are on the matters overview page, click on the quick link for that matter’s events. Click to Zoom Selecting a matter’s events quick link will open the following page : Cl...2 min reading time
Billed Hours By Timekeeper - Summary
The Billed Hours by Timekeeper - Summary report displays the total hours billed by all active timekeepers (users) for a specified date range. Results are grouped by Timekeeper with subtotals for each Timekeeper....0 min reading time
How can I manage my notifications?
How can I manage my notifications? From the “My Profile” icon on the far right of the top bar, select “User Settings” option and navigate to the “Notifications” tab. Here you can enable or disable each notification and select the notification method - in-app or email. ...0 min reading time
Who are the assignees of the related events?
Assignees of the related events are the users listed as Lead Attorneys and Other Attorneys in the Matter Details page. They are inherited from the matter details and can be edited after the events have been created and saved, from each individual event’s details page, just like any other event in Case Manager....0 min reading time
The Account Settings section is visible to users with Admin and Super Admin roles. Users with custom roles that have been granted certain administrative permissions can see those pages and features of the Account Settings section to which they have been granted access. To add a linked contact to a matter: Company information Users Roles Integrations...0 min reading time
How do I create a timeslip?
There are two ways to create a new time slip: From any page in the application, click on the (+) icon on the top right and select “New Timeslip”. From within the Timekeeping tab of any matter, click on the +New Timeslip button on the right side below the matter name. Opening the New Timeslip form from this page will have the Matter name pre-popula...0 min reading time
The Activity Report shows the last billing date and last event date for all open matters. It helps you see if there has been no activity and detect if a matter has been overlooked. The Activity Report displays the following columns: Matter Name Matter Number Lead Attorneys Other Attorneys Paralegals Days Since Last Billing - the number of days that...0 min reading time
What is Save and Calculate Docket?
The Save and Calculate Docket button allows you to calculate deadlines based on a trigger date according to the court rules for a particular jurisdiction, court or judge. In order to use this feature, you must have an active subscription with CalendarRules. CalendarRules is a subscription-based service offering automated rules-based calendaring o...0 min reading time
What integrations are available?
What integrations are available? From the “My Profile” icon on the far right of the top bar, select “User Settings” from the dropdown menu and navigate to the “Integrations” tab. Here you can see the integrations that are available to you....0 min reading time
Admin Guide Overview
The first user who creates a Clarra account for the organization is automatically assigned the Super Admin role. As a Super Admin, you can add new users and manage every aspect of the application for your users and your organization. The Account Administration section of the application has three major sections: Account Settings, Data Properties, an...0 min reading time
How do I create a new matter?
You can create new matters if you are granted permission by the account administrator. Out of the box, users with Admin or Super Admin roles can create new matters. To create a new matter, from any page, click on the (+) iconbutton in the top right corner and select “+ New Matter”. If you don’t see the option to add a new matter, ask your administr...2 min reading time
How do I create a contact?
To create a new contact, click on the (+) icon on the top right of any page and select “+New Contact”. There are two types of contacts, Person and Company. Both can be linked to a matter. When linking a contact to a matter, you can indicate the type of connection to the matter. The connection types are customizable in the Contacts tab of the Dat...0 min reading time
Account & Billing
The Account & Billing module of the application allows you to view and manage your Clarra subscription plan, billing history, invoices and payments, as well as view your usage and limits. Subscriptions The subscription tab displays your current subscription plan and allows you to add, upgrade, or cancel a subscription. Subscription Plans Clarra ...2 min reading time
How do I sign up for Clarra?
You can sign up for an account on the Clarra website . You can sign up for free here or select a different subscription plan. Signing up for an account on Clarra’s website creates your organization’s account within Clarra, as well as your user account. If your firm already has a Clarra account, please ask your account administrator to add you ...0 min reading time
How do I sign up for CalendarRules? An active subscription to CalendarRules is required in order to use CalendarRules in the Clarra application. You can review the available jurisdictions and sign up for CalendarRules service here . What jurisdictions are available? You can find a list of all jurisdictions here . How are rules priced? The vast maj...2 min reading time
What is CalendarRules?
CalendarRules is a subscription-based service offering automated rules-based calendaring of events based on a trigger date for over 1800 different jurisdictions nationwide, including Federal, State, Bankruptcy, Appellate, Local, Judges, and Agency Rules. Rules are available in all states, plus Puerto Rico and the U.S. Virgin Islands. CalendarRules ...0 min reading time
How much does Clarra cost?
Signing up for Clarra is free. Different pricing plans are available depending on the number of active matters for the firm. Any plan, including the free plan, allows for an unlimited number of users within the same organization. You can review the different plans here . ...0 min reading time
How do I know what related events are calculated for a trigger date?
Open the trigger event. Click on “CLICK HERE to see all related events” A list of all related events will be displayed...0 min reading time
How do I use the CalendarRules Docket Calculator?
Follow these steps to calculate the related dates and save them: Step 1: From the New Events page, or from the Event Details page, click on the “Save and Calculate Docket” button on the bottom of the page. This will open the Docket Calculator. Step 2: This is the Docket Calculator page. Some of the displayed fields are prefilled with informat...1 min reading time
What are Contacts?
The Contacts section is like an electronic rolodex with contact information of people and companies related to your organization. Here, you can find the contact information of people, such as clients, opposing counsel, co-counsel, judges, mediators, as well as the contact information of various companies, organizations, agencies, courts, etc., such...0 min reading time
About CalendarRules CalendarRules is a subscription-based service offering automated rules-based calendaring of events based on a trigger date for over 1800 different jurisdictions nationwide, including Federal, State, Bankruptcy, Appellate, Local, Judges, and Agency Rules. Rules are available in all states, plus Puerto Rico and the U.S. Virgin Isl...0 min reading time
Calendar Rules About CalendarRules CalendarRules is a subscription-based service offering automated rules-based calendaring of events based on a trigger date for over 1800 different jurisdictions nationwide, including Federal, State, Bankruptcy, Appellate, Local, Judges, and Agency Rules. Rules are available in all states, plus Puerto Rico and the U...4 min reading time
Privacy and Security
This section enables Admins to: Set a multi-factor authentication method for the entire organization See the date and time of each user’s last login and the user’s IP address Customize the disclosure statement that appears in the footer of every page of the application...0 min reading time
The Company Info tab contains general information about your company. All fields are editable except Company ID. To edit the company information, select the Edit button on the bottom of the page. Once you are finished editing the page, you must press the Save button on the bottom of the page in order to save your changes. ' Company Name - your orga...0 min reading time
You can designate a user to receive notifications for account-related events. To do so, select the users you want to receive the notifications for each notification and hit the Save button on the bottom of the page. Use the toggle button to turn on or off the specific notification method for each item. Two notification methods are possible: in-app o...0 min reading time
What if my trigger date changes?
If a trigger date changes, for instance, a trial date gets continued for 60 days, the related events generated by CalendarRules may have to be recalculated. In these situations, you can change the trigger date and resubmit it for recalculation of the existing related events. You can review the events before saving them and select which ones to upd...1 min reading time
What are Followers and how are they different from Assignees of an event?
Followers are users who would like to be informed about events but they are not the ones assigned to them. Followers will see events they “follow” on their calendar, however: The time will not be blocked on a follower’s calendar (the events will appear on a follower’s calendar with zero duration). Followers will not receive any reminder notificat...0 min reading time
What is Message Assignees?
You can message all users assigned to an event by sending them a note from the event via the notification method selected by the user assigned to the event. The Message Assignees feature can be accessed from the Event Information screen. Clicking on the “Message Assignees” button opens a small text box where you can type your note to the assignee...0 min reading time
There are three standard roles that are defined in Clarra - Standard User, Admin, and Super Admin. You can also create a custom role with a custom set of permissions. To access the Roles section of the application, follow these steps: From the Profile icon in the top right corner of any page, select Account Settings. Click on Roles tab. The table b...1 min reading time
Audit Trail By User
The Audit Trail by User report tracks any activity by user for the following sections: Matters - the report tracks matter creation as well as user activity for existing matters (addition, changes, or deletion) in any field of Matter Details Events - the report tracks user activity for creating new events or editing any field of an existing event Mai...0 min reading time
How do I calculate dates with CalendarRules?
In order to calculate dates with CalendarRules, you need to know the date of the event that triggers related events, called a trigger event, and the jurisdiction or rule set that apply to this matter. You can either create a new trigger event or open an existing event to designate as a trigger event and calculate the related dates based on that eve...0 min reading time
Can I change the date of a related event only?
Yes. If you want to change the date of a single related event, you can edit that event only. This will not remove the link to the trigger event to which the event is related....0 min reading time
What is a trigger?
A trigger event is an event that sets off the countdown to certain deadlines based on court rules or civil procedures. CalendarRules allows you to automatically calendar all related events based on a trigger event for over 1800 different jurisdictions nationwide. ...0 min reading time
How do I add new users to my organization?
To add new users to your organization’s account, you need administrator permissions. If you are the first user who created an account with Clarra for your organization, you were automatically assigned an administrator role for your organization and can create users in the Account Settings section of the application. To access Account Settings, fro...0 min reading time
What is Mail Log?
The Mail Log contains all final documents received or sent by the firm and provides a link to the image of the document(s) described in the mail entry. The documents can be previewed in-app, or downloaded. The daily Mail Log is distributed electronically at the end of each day. Mail distribution sends an email to any user assigned as a team member...2 min reading time
Save Search and Saved Searches
Any boolean or system-wide search query can be saved with the Save Search feature and retrieved later from the Saved Searches. Both can be found next to the Search field by clicking on the three dots to the right of the search field. Any search query can be saved. To save a search: Type your search query in the search field and hit Enter (Return o...0 min reading time
What is the Accounting Tab of a matter?
The accounting tab of a matter provides details about any fees or costs split agreements that your firm may have with co-counsels or other parties involved in the matter. To enter any information, you need to unlock the form first by clicking on the “Edit” button on the bottom of the page. Multiple companies and contacts can be added to the Cost Sp...0 min reading time
The Accounting Report displays the information available in the Accounting tab for the selected matters. It displays the cost split and fee split percentages, contact information of the parties, as well as details about litigation funds, if any, per matter. Sample Accounting Report: ...0 min reading time
Billed Hours by Timekeeper - Detail
The Billed Hours by Timekeeper - Detail report shows the detailed billing records for all Timekeepers for a specified date range, with subtotals for each Timekeeper. Users can apply filters and set a date range for the report. The displayed billing records can be sorted and filtered by any column. By default, the Billed Hours by Timekeeper-Detail...0 min reading time
The Docketing Report displays all mail items dated within the specified date range, regardless of whether a mail item was sent to docketing or not. If a mail item was not sent to docketing, the date for "sent to docketing" and the "user sent" fields will be blank. Use the filters button above the table to filter by matter, user, or date. The Docke...0 min reading time
How do I create a reminder?
You can add a reminder when creating a new event or editing an existing one. An unlimited number of reminders can be created for an event. Users can choose from a pre-set number of days before the event (1, 3, 7, 14, 21, 30, 60) or select a custom number of days before the event for the reminder....0 min reading time
How can I reset my password?
How can I reset my password? You can easily reset your password from the User Settings page within the application by following these steps: From any page within Clarra, click on the “My Profile” icon on the top right Select User Settings from the dropdown menu Click on the Security tab Click on Reset Password Type in your new password and the same...0 min reading time
Billing Summary by Project
The Billing Summary by Project report lists a summary of the hours and lodestar for a particular matter, grouped by project, with subtotals for the hours and the lodestar for each timekeeper and each project. If no date range is specified, the report includes all billing records for the selected matter from inception through the current date. For...0 min reading time
Can I set my time zone?
Can I set my time zone? Yes, navigate to the “My Profile” icon, far right icon on the top bar, click on the “User Settings” option and navigate to the “Preferences” tab. There are two options: Auto detect - the time zone will be adjusted to the user's current time zone on his or her computer (recommended). Setting the time zone to Auto Detect...0 min reading time
The Rate Sheet History report displays the billing rate along with the effective date for all timekeepers. By default, the report includes only timekeepers with active status. The results are sorted by classification. Users can apply filters and sort by any column. The Rate Sheet History report displays the following columns: Last Name First Nam...0 min reading time
Can I sync my Clarra calendar with my Outlook or Google calendar?
Can I sync my Clarra calendar with my Outlook or Google calendar? Yes, Clarra calendar syncs with Outlook Calendar and Google Calendar. You must be logged in with your Microsoft account in order to sync with Outlook Calendar, or with your Google account in order to enable the integration with Google Calendar. To turn on the integration, follow thes...0 min reading time
Billing Detail by Matter
The report displays all billing records for a selected matter, for a date range, with total hours and total amount for the matter. If no date range is specified, the report includes all billing records for the selected matter from inception through the current date. The billing records are listed in chronological order starting with the oldest. Ti...0 min reading time
Boolean Search is a type of search that allows users to combine keywords with 'modifiers' or 'operators' to limit, widen or define results. The Boolean search allows you to combine keywords with modifiers or operators to limit, widen, or define the results of your search. To use the Boolean search feature: From any page, click in the Search field o...0 min reading time
Data properties can be customized for various sections of the application to fit your firm’s practice area, operations, and workflows. For example, in the Users section, out-of-the-box, the field name Classification contains the following data labels: Lead Lawyer Other Lawyers Paralegal/Law Clerk Clerical Staff If this list does not fit your organiz...1 min reading time
The Trial Calendar report lists all trials and arbitrations currently on the firm’s calendar. It displays all future events, starting with the current date, with event code ARB or TRIAL for any matter regardless of the matter’s status (open or closed). The report displays the following columns: Matter name Matter number Trial Date - the date of the...0 min reading time
Billing Summary by Matter
The Billing Summary by Matter report displays the total time (in hours) and lodestar (amount) billed by each timekeeper for a specific matter, for a selected date range. The results are grouped by timekeeper classification. If no date range is specified, the report includes all hours and amount for the matter from inception through the current dat...0 min reading time
What are reminders?
Reminders send a notification, either in-app or via email, to the event assignees a certain number of days before the event. A reminder cannot be a stand-alone event, every reminder is associated with a parent event that it reminds of, which can be either an appointment, deadline, or a task. A reminder can be generated from the parent event and is ...0 min reading time
How do I create a mail item?
From any page To create a new mail item, from any page in the application, click on the (+) icon on the top right and select “+New Mail Item”. It will open this page: You will need to select the matter first in order to be able to attach documents. From the Matters page Another way to create a new mail item is from a matter’s mail log quick link, ...0 min reading time
Benefits of using CalendarRules
Benefits of using CalendarRules Efficiency - CalendarRules saves you time in multiple ways: It automatically calculates all related events and lists the relevant court rule so you can quickly reference it. It expedites data entry. Some events, like setting a trial date, for example, trigger a long list of related deadlines. Finding and looking u...0 min reading time
The “Timekeeping” section allows you to keep track of your time spent on a particular task, view your time spent on a particular case or for a specific time period. Regular users can only view their time slips. Super Admins can view any other users’ timeslips. Super Admins can grant permission to other users to view others’ timeslips. ...0 min reading time
The Timekeepers report lists all existing users, who are also timekeepers for the purposes of billing time to a matter. By default, the report includes only users with Active status. The Filters icon above the table allows users to filter and or group the results by any column. The Timekeepers report displays the following columns: Timekeepers name...0 min reading time
How can I edit my profile information?
To access your profile in Clarra, click on the My Profile icon on the far right of the top bar and select “My Profile” from the dropdown menu. The My Profile page allows you to upload a profile picture, or change your name, email, or ...0 min reading time
What types of events can I create?
There are three types of events: Appointments - appointments have a start time and duration, and appear on your calendar. Deadlines - deadlines can be all-day events or have a cutoff time. All-day events will appear on the top part of your calendar, while deadlines with a cutoff time will appear on your calendar at the cutoff time. Tasks - tasks ar...0 min reading time
What is a related event?
A related event is the event that is calculated based on a trigger event. Calculating all of the related events based on a trigger is easy with CalendarRules....0 min reading time
This section allows you to View a list of all users Search for a user Edit a user’s details role Reset user’s password Deactivate a user Add a new user Copy or reassign user’s matters and events to another user User Overview The default view of the Users page is to display a list of all users with Active status. It displays the users’: First and las...3 min reading time
Can I edit a related event after it was created with the Docket Calculator?
After it was created and saved in the system, each related event can be edited independently from the trigger event. Editing a related event independently does not remove its link to the trigger event. It is still linked to the trigger event and can be recalculated by editing a trigger event....0 min reading time
Can I bulk edit events?
Yes, you can change the following attributes of multiple events at the same time: Change status Change matter only Change matter and assigness Bulk Edit can be accessed from the main Events page, as well as from a Matter’s Events tab. To use the bulk edit feature: Navigate to either the Events section (make sure you are in List View) or to the matte...0 min reading time