Scheduling, Modifying, and Canceling Jobs

To toggle to the Calendar View, simply select the Calendar icon at the top right corner.

Click "Month," "Week," or "Day" to adjust your view. Use the arrow buttons to navigate.

To toggle back to the list view, click the "List" button.

To schedule a new job, click the "SCHEDULE" button on the left side of the home page.

Select the type of proceeding.

Fill in the Proceeding Basics and click "Next."

Select the time and date for your proceeding.

Select your Estimated Delivery and click "Next."

Select the type of proceeding: In-person, Remote, or Hybrid.

In-Person / Hybrid proceedings only: Select a location.

Select the desired services and click "Next."

Fill in firm's custom details if applicable and click "Next."

Use the slider to indicate the total number of attendees for the proceeding.

Select the scheduling party, point of contact, and scheduling office.

Add a Witness using the "+ WITNESS" button.

Fill in the witness's information.

Click "SCHEDULE PROCEEDING" to save your job.