Help · Legal

Diary in SwiftlyBooks

Every matter's hearings, filing deadlines and prescription dates, with what needs doing first.

Add a date

  1. Open the matter, and under Dates press Add one.
  2. Choose what it is: a Hearing, Filing deadline, Prescription, Meeting or Other.
  3. Say what it is, give the date, time and place, then press Add it.

Read it

  • Coming puts what is past and not done first, then the soonest.
  • Amber marks a date that is near, or past and not done.
  • Press Done once it has happened. It moves to the Done tab.

Good to know

  • The days its fee earner is reminded, 7 and 1 days before at first, are set in Settings → Legal practice.
  • The matters list's Next shows each matter's next date.

Related

The same help is in the app: press the ? at the top of any page.