Add Event to the case
Events in the calendar allow us to track important dates related to a legal Case, such as meetings, hearings, deadlines, and other key events.
This chapter describes how to add Event to existing Case.
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Case summary
For the legal dispute represented by the company Themis, the client has received a court summons to respond to the lawsuit. After entering the summons as a Subcase, the deadline for responding to the lawsuit is added to the calendar.
The following steps are required:
- Selecting existing Case
- Creating new Event
- Saving the Event
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After logging into the PANTHEON Web Legal, the responsible person selects the module Cases and selects the Subcase to which they want to add a Event.
The Subcase is opened by clicking on the Internal No.
This opens a form Case Details.
In the next step, the user creates new Event.
A case-related event, such as for example the deadline for responding to a lawsuit is added to the calendar.
This is done by selecting the Events tab on the Case.
A calendar of Case related Events is displayed.
A new event is created by clicking on the empty time slot in the calendar.
New event window is opened.
In the Event name field, enter the title of the event.
Then, also input the Location.
Set the date and time of the event.
The Case and Organizer fields are pre-filled based on the selected Case andUser, but they can be changed if needed.
Add a detailed description of the event.
After entering all the data, in the next step, the Event is saved.
After entering the data, the Event is saved.
This is done by clicking the Save button.
The Event is saved in Calendar.
By clicking on the event, you can review or edit it.
In the following steps Documentation can be added to the Case, and Financials can be reviewed.