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 calendars
• Keep your staff accountable for deadlines and tasks with escalation paths
• Send email notifications for late-breaking changes
• Comprehensive audit tools track every change made to every event

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