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.S. Virgin Islands.

CalendarRules builds and maintains the court rules for every jurisdiction that is offered and can build new rule sets on demand, for free. Every court rule set is kept updated so you can be sure that all of your deadlines are in compliance with the new rules.

Access to CalendarRules allows you, with just a few clicks, to create all related deadlines that are triggered by any event that you enter in Clarra. If your trigger event changes, all related events can be automatically updated, or you may select to update only certain related events (for example, some of those related events may have already been completed, or the Judge may have issued a special order keeping certain deadlines unchanged).

To see a list of the rules available for each state or to get a quote, click here. Please note that this link will take you to CalendarRules’ web page where you can review the available rule sets and sign up.

Once you have an active subscription with CalendarRules, you can enable the integration with Clara.

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 up the relevant court rule and creating a new event for each of those related events can be a tedious and cumbersome task. CalendarRules does all of that for you.
• Automatic recalculation of related events with trigger date changes. Deadlines get moved all the time. If your trigger date changes, all related events can be updated automatically.
• Accuracy - double-check calculations to ensure all dates are correctly calculated taking into account not only the number and type of days but also court holidays and service type ramifications.
• Comprehensiveness - ensures that all necessary events are considered.

Clarra CalendarRules Integration Process

Follow these steps to sign up for CalendarRules and enable the integration:

• Step 1: Select the jurisdictions you want to include in your subscription. Click here to view the list of jurisdictions and make your selection. (link opens in a new window)
• Step 2: Submit the Get a Quote Form to CalendarRules. They will contact you to review your subscription and provide a quote. There are discounted packages available based on state and other volume discounts, which CalendarRules can offer after they review the specific jurisdictions you have selected.
• Step 3: Once you finalize your subscription and approve the quote, CalendarRules will send you your login token, which needs to be installed in Clarra.
• Step 4: Install your login token in Clarra. Once you already have your login token, go to the Account Settings/Integrations Section and select Connect for CalendarRules. Then copy and paste your login token in the space provided and hit Save.

CalendarRules FAQ

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 Calendar Rules service here. Then follow these steps to enable the Clarra CalendarRules integration.

What jurisdictions are available?

You can find a list of all jurisdictions and sign up for Calendar Rules service here.

How are rules priced?

The vast majority of our subscriptions are annual, with average per court costs ranging from $135/ yr. to $300/yr., depending on the number and type of courts in the subscription. There are also discounted packages available based on state or other volume discounts. CalendarRules can provide an estimate based on your selection of courts. To get a quote, please use this Get a Quote link.

The more specific you can be in terms of courts, the better.

Who from my organization can use CalendarRules?

CalendarRules pricing is per court/jurisdiction for your entire organization, not per user. Once you have an active CalendarRules subscription and the integration with Clarra has been enabled, all active users will have access to CalendarRules in Clarra.

How are the court rules kept updated?

Building and monitoring court rules is CalendarRules’ core business. Using a combination of proprietary technology and legal staff to build and maintain the rule sets, CalendarRules captures every rule update. Because both CalendarRules and Clarra are cloud-based, updates are provided to customers in real-time, without any interaction required by the end-users.

Courts generally announce updates in two ways. Many updates are published for comment, with a scheduled effective date. These updates are made in a staging environment and released to all users on the effective date. Thereafter, your subscription to that court is automatically in compliance with the new rules.

Sometimes a court will publish rule changes with an immediate effective date or for the next day. CalendarRules is positioned to make these changes effective immediately. The end-user does not have to do anything, your subscription is automatically up-to-date.

How do I make sure that I am using the latest version of the rules?

You don’t! You do not have to download or apply anything to update the rules, you are always automatically using the latest version of the rules.

For example, let’s say as of December 1, the rule adding 3 days for electronic service changes from adding 3 days to not adding any days. As soon as CalendarRules updates the 3 to a 0 in the backend calculations, the rulesets in your subscription are automatically up to date, without you having todo anything, it’s that simple. The next time an event is calculated with an electronic service type selected, the calculation will not add 3 days.

What if that rule is retroactive, and the events calculated before December 1, adding the 3 days, need to be re-calculated? See question immediately below.

How do rule changes affect the events on my calendar?

If you have an active CalendarRules subscription, Clarra records every Trigger and all related Events calculated with CalendarRules. If a rule which relates to a trigger or event that you have used is updated, a notification will go out to all Docketing Users assigned to the matter with the jurisdiction containing the updated rule, listing all events that might be affected and allowing you to recalculate the events, delete the events, or in some cases add new events under the trigger in question. Most rule updates are effective moving forward, and only apply retroactively where “just and practicable”, which is rarely the case. Attorneys need to make this decision on a case by case basis.

Does CalendarRules handle court-observed holidays?

Yes. Each court has holidays defined through the year 2049, so the calculations can exclude holidays, or roll, based on court-specific holidays and rule definitions.

What happens when a user changes a trigger date?

When a user changes a trigger date, for instance a trial date gets continued for 30 days, the rules generated events may have to be recalculated. In this situation, the calendar system can resubmit the trigger for recalculation of the existing events. Frequently, some of the calculated dates have been changed by stipulation since they were originally created; making the rules generated date “irrelevant”. So the user can pick and choose which events to update, add, or delete.

Can we customize the rules?

Yes, to a certain extent. After all events have been calculated based on the rules relevant to a trigger date, users can choose to only create certain events and not save the ones that are irrelevant to their practice, as well as modify the related events’ date, description and notes.