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Using Custom Rules in Deadline Assistant

Quickly and efficiently calculate custom deadlines

With Deadline Assistant you can create custom rules to quickly and efficiently calculate custom deadlines. Custom deadlines must be created by the firm's Firm Central administrator in admin mode. To do this, click on your name in the top right corner of the screen and select admin.

Once you are in Admin mode, you will be able to select the Deadline Assistant tab in the left pane. This will allow you to 1) modify an existing Rules Set; or 2) create a New Rules Set. To create custom rules, you will click on the icon titled New Rules Set.

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You will first be prompted to provide a name for the New Rules Set. Enter the title for the New Rules Set and Click save and continue. Next, you will be prompted to enter an Event Title for the Parent Event. The Parent Event is what triggers the deadlines, which are referred to as Child events. Once you enter a Parent Event click on the icon to Save and Add Child.

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You will then be prompted to enter a title for the Child Event as well as selecting the number of days the Child Event will occur either before or after the Parent Event. Please note, Custom Events count calendar days and adjust forward or backward for weekend days. Court holidays are not considered in these calculations.

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Finally, you can either save and return or save and add an additional Child Event. If you would like to add a Child Event to an existing Child Event, simply enter the name for the Child Event in the Parent of the New Event box or click the spacebar and a dropdown list will appear of all the existing Parent and Child Events that have been entered for this Custom Rules Set.

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