Settings
Event Types
The categories available when creating events on contacts, leads, and cases, such as hearings, filings, key life dates.
You'll find this page in Settings under Cases.
When you add an event to a contact, lead, or case (see Events & Deadlines), you give it a type. This page manages that list.
The standard set (available via Import Standard Options) mixes two kinds of entries, and both are useful:
- Case events: Court Hearing, Original Petition, Discovery Requests Served, Inventory Exchange, Retained. These are the procedural moments of a case, and case events can carry calculated deadlines, so a well-named type makes the deadline list readable.
- Life dates: Date of Birth, Marriage, Date of Death, Address Change. These belong on contacts, where a date matters to the representation itself (an estate plan, an immigration timeline).
Add your own types in your practice’s vocabulary. Anyone creating an event can also type a new type on the spot and it joins the firm’s list (portal visitors can’t), so expect this list to grow with use. This page is where an administrator curates it. A type already used on events can’t be deleted; combine duplicates with Merge.