Outlook, Email and Calendar Integration

Use DocketTrak Events in Outlook, Google, iCal and Clio

Calendar and practice-management integrations make DocketTrak events available in tools users already work with while DocketTrak remains the authoritative docketing source.

Outlook Calendar Integration

DocketTrak events can be made available in Microsoft Outlook so users can see docketing dates alongside their other calendar commitments.

Capabilities include:

  • Outlook-compatible calendar access
    Users subscribe to DocketTrak calendar information through an Outlook-compatible calendar feed.
  • Upcoming DocketTrak events
    The feed presents qualifying upcoming events and due dates from the user’s DocketTrak docket.
  • Record and event details
    Calendar entries include identifying record and event information needed to understand the deadline.
  • Links back to DocketTrak
    Authorized users can follow a calendar link to review the corresponding record in DocketTrak.
  • User-specific event visibility
    The calendar reflects the records and events available to the individual user.
  • Updates when DocketTrak events change
    Calendar applications refresh the feed so changed DocketTrak event information is reflected in the user’s calendar.

Google and iCal-Compatible Calendars

Calendar feeds support Google Calendar and other iCal-compatible applications, providing access across devices and calendar platforms.

Capabilities include:

  • Google Calendar support
    Users can subscribe to their DocketTrak calendar feed from Google Calendar.
  • iCal-compatible feeds
    The same standards-based feed can be used with other applications that support iCalendar subscriptions.
  • Desktop and mobile calendar access
    Once subscribed, events can be viewed through the user’s supported desktop and mobile calendar applications.
  • User-specific feeds
    Each feed is associated with the applicable DocketTrak user and that user’s authorized information.
  • Automatic refresh by the calendar application
    The calendar application periodically refreshes the subscribed feed to retrieve current DocketTrak event data.
  • DocketTrak remains the source of record
    Events and due dates continue to be maintained in DocketTrak rather than edited independently in the calendar.

Clio Integration

DocketTrak can send docketing events to Clio so subscribers using that practice-management platform can incorporate intellectual property deadlines into broader firm workflows.

Capabilities include:

  • DocketTrak event transfer to Clio
    Qualifying events are transferred from DocketTrak to the connected Clio environment.
  • Responsible-user coordination
    Events can be associated with the users responsible for the corresponding matters and deadlines.
  • Record and deadline information
    Transferred entries include identifying record information and the applicable event date.
  • Support for integrated legal workflows
    Clio users can see DocketTrak deadlines alongside other firm matters, tasks and calendar commitments.
  • Updates based on DocketTrak activity
    Changes made to qualifying events in DocketTrak can be reflected through the integration.
  • Centralized docket control in DocketTrak
    DocketTrak remains the authoritative system for calculating and maintaining intellectual property deadlines.

Controlled, User-Specific Information

Calendar information is based on each user’s DocketTrak access and responsibilities, helping limit events to information the user is authorized to see.

Capabilities include:

  • User-specific calendar feeds
    Each user receives a feed associated with that user’s DocketTrak account.
  • Record-access controls
    Calendar content respects the user’s authorization to view the underlying records.
  • Responsible-user filtering
    Feeds can focus on records and events assigned to the applicable user.
  • Relevant event information
    Calendar entries contain the information needed to identify and understand the docketing event.
  • Secure links to authorized records
    Links return users to DocketTrak, where normal authentication and access controls apply.
  • Central administration
    Admin users control DocketTrak accounts, assignments and access settings that determine calendar visibility.

Docketing Dates Where Users Work

Calendar integrations improve day-to-day visibility without replacing DocketTrak’s controlled deadline calculations, event histories and reporting.

Related DocketTrak Features

  • Deadline and Reminder Management
  • Client Access and Collaboration
  • Reporting, Search and Dashboards
  • Documents and Communications
  • Security and Reliability

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