Advanced cloud-based legal calendaring

Legal Calendaring

Our scheduling software is highly customizable to work the way your firm works.

• Track critical dates in a centralized, hosted web application
• View and customize matter, attorney, and practice group schedules in easy-to-read formats
• Manage complex schedules with matter-based scheduling and powerful, comprehensive scheduling tools
• Prevent costly mistakes and reduce risk by ensuring that attorneys are always notified of upcoming meetings and tasks

Attorney Benefits

CoreRelate delivers every meeting and every deadline to attorneys according to their preferences, helping ensure critical dates are never missed.

• Stay on top of meetings and deadlines with Outlook calendar synchronization and personal color coding
• View upcoming meetings, deadlines, and overdue tasks at a glance in the CoreRelate Outlook task pane
• View your schedule in multiple formats and locations according to your preferences
• Receive email notifications for late-breaking schedule changes
• Save personal “favorite” shortcuts to your most-used content

Practice Group Efficiency

CoreRelate’s approach to legal calendaring benefits attorneys in litigation and transactional practice groups.

• Generate built-in or custom reports
• Automate scheduling for litigation practice groups with court rules integration
• Create custom scheduling templates for any matter type
• Share matter, client, and schedule views with colleagues and within web portals
• Use CoreRelate’s public REST API as a source for workflows and application integration projects

Security and Administration

Reduce maintenance and administration costs with our modern, hosted cloud application.

• Simplify user administration with granular security options and single sign-on via Entra ID
• Receive automatic updates with new features
• Keep up with users, recipient information, and staff turnover with easy-to-use administrative tools
• Protect your firm’s data with granular user permissions and comprehensive audit tools

Coming Next

There are big plans for CoreRelate beyond legal calendaring – our clients will receive future upgrades with additional features. Planned features include:

• Matter and case management features, including matter notes, custom fields, and matter related parties
• Matter to DM workspace connections
• Contact management and relationship tracking

Introducing CoreRelate

Introducing CoreRelate: a hosted legal calendaring solution for law firms and corporate legal departments. Designed for litigation and transactional practice groups, CoreRelate provides the powerful matter-based scheduling tools and calendar management features firms need.

Simplify group calendaring for the entire firm

Manage complex schedules

Track meetings, tasks, and deadlines in an easy-to-use web application. CoreRelate provides the comprehensive tools law firms and corporate legal departments need to manage complex schedules.

• Manage matter, attorney, client, and practice group schedules in one centralized location
• Distribute meetings to attorneys’ calendars with industry-leading Outlook synchronization and matter-based recipient lists
• Send automatic email reminders for upcoming meetings and deadlines to attorneys and staff
• Create master schedules for cases with multiple matters

Spend less time scheduling

CoreRelate’s time-saving features allow your staff to spend more time on billable tasks. Scheduling templates and automatic date shifting improve productivity and prevent errors associated with manual calendar entry and calculation.

• Create custom event types and scheduling templates for every practice group and matter type
• Ensure dates are calculated and recalculated properly with date formulas
• Reschedule groups of dates instantly Litigation groups can take advantage of our third-party integrations:
• Automate scheduling with court-rules-based templates from court rules provider CalendarRules

Improve your firm's risk management program

Prevent costly scheduling mistakes and reduce the risk of malpractice associated with manual date entry and calculation.

• Automatically replace deleted meetings from attorneys’ Outlook calendarsKeep your staff accountable for deadlines and tasks with escalation pathsSend email notifications for late-breaking changesComprehensive audit tools track every change made to every event

Attorney Benefits

Stay on top of your schedule

CoreRelate is designed to meet the needs of busy attorneys. Multiple ways to view and customize your schedule, Outlook synchronization, and daily reports ensure that you will never miss a critical meeting or deadline.

• View your schedule anywhere, on any device – perfect for busy attorneys on the go
• Organize meetings in your Outlook calendar with event-type-based color coding
• Receive email notifications for late-breaking changes to your schedule
• New schedule formats allow you to customize your experience

Your Daily Digest

The Daily Digest combines your daily meetings, deadlines, and reminders in one convenient place. The Daily Digest is available on the web, as a daily email, or as a link in your Outlook calendar.

Access matter and client information with a single click

• View or store details about any matter or client
• Save links to “favorite” matters, clients, and schedules for quick access

Practice Group Efficiency

Meet any practice group's needs

CoreRelate is designed to fit the needs of litigation and transactional practice groups.

• Customize list and schedule views and share them with colleagues or within web portals
• Create custom event types, date formulas, and scheduling templates for each practice group

Reporting

CoreRelate’s powerful reporting tools give you full control over the design and distribution of your practice’s reports.

• Generate built-in schedule and matter reports
• Create custom reports with CoreRelate’s innovative report builder and REST API
• Combine CoreRelate Cloud schedule data with information from other web sources

Develop your own integrations and workflows

CoreRelate Cloud’s powerful, comprehensive REST API can fill a key role in your firm’s data strategy.

• Develop your own applications and workflows using CoreRelate data
• Build integrations to other systems that read from – or write to – the CoreRelate database

Security and Administration

User administration

Manage your firm’s users and schedule recipients with administrative tools built for law firms.

• Import new users’ data directly from Entra IDManage staff turnover with schedule find-and-replaceOnboard users with schedule find-and-add

Security

Keep your firm’s data secure with highly configurable administrative controls, Entra ID integration, and more.

• Authentication through Entra ID and SSO with MS Office applications
• Manage users’ permissions with role-based, granular security options and permissions templates
• View the full transaction history of any item with comprehensive audit tools

Coming next

Matter and case management

There are big plans for CoreRelate beyond legal calendaring. When you purchase CoreRelate for your firm, you will receive free periodic updates with new features. Planned features include:

• Expanded matter and case management features, including matter notes and related parties
• Contact management and relationship tracking
• Matter to DM workspace connections
• Customizable matter information screens with practice-specific layouts and custom fields