Learn how to schedule a deposition in Casefriend by creating a Deposition Event, selecting the appropriate type, and syncing it with your Outlook or Gmail calendar. This guide walks you through each step to ensure depositions are properly tracked and your team stays informed.
⚙️ Getting Started with Deposition Events
Depositions are a category of Events in Casefriend. You can schedule a deposition for an attorney using the Deposition Event Type.
Depositions will be pushed to the attorney's Outlook or Gmail calendar only if Auto Push is enabled.
💡 Tip: Your firm administrator can customize Deposition Event Types to match your jurisdiction and workflow.
📅 Schedule a Deposition
Step-by-Step Guide
1️⃣ Open the Deposition Event Form
- From the Case Timeline, click the Deposition button
- Click New Deposition Event
2️⃣ Select a Deposition Event Type
To schedule a deposition, select one of the following Event Types:
- Depo
- Depo Continuance
- Depo-Other
🚨 Only Events with these types will appear on the attorney’s calendar.
Your firm may have additional custom Event Types available.
3️⃣ Enter Deposition Details
- Click the Details tab
- Complete all required fields, including Date, Time, Location, and Deponent Name
🚨 Make sure the date and time are accurate!
4️⃣ Save the Event
- Click Save Event
✅ The deposition will be added to the attorney’s Personal Calendar and the Firm Calendar in Casefriend.
If Auto Push is enabled, the deposition will also appear in the attorney’s Outlook or Gmail calendar.
📅 Create a Non-Calendar Deposition Event
If you want to create a deposition-related Event that does not appear on the attorney’s calendar, choose one of the following Event Types:
- General-Deposition
- Imported Deposition Documents
Your firm may have additional Event Types not listed here.
💡 Create a Task & Alert (Optional)
After saving a Deposition Event, Casefriend may prompt you to create a related Task & Alert.
- Click Yes to open the Task & Alert modal
- Assign tasks (e.g., prepare exhibits, confirm court reporter, notify witnesses)
- Set due dates and reminders
💡 Tip: Use Tasks & Alerts to ensure deposition prep is delegated and deadlines are met.
❓ Frequently Asked Questions
Why isn’t my deposition showing on the attorney’s calendar?
Deposition Events will only appear on the attorney’s Outlook or Gmail calendar if all of the following are true:
- The Case has a Firm Location assigned to it. If your Appearance Event does not appear, check the Case Info page and make sure a Firm Location has been assigned.
- Auto Push is enabled for the attorney
- The Deposition Event Type supports calendar syncing (for example, Depo)
- A valid date and time were entered
If any of these are missing, the deposition will not sync to the calendar. If everything looks correct, try saving the Event again or have the attorney confirm their calendar connection.
Which Deposition Event Types sync to the attorney’s calendar?
Only specific Deposition Event Types are designed to appear on the attorney’s calendar, including:
- Depo
- Depo Continuance
- Depo‑Other
Your firm may also have additional custom Event Types. If an Event Type does not sync to the calendar, it is considered a non‑calendar Deposition Event.
Can I create a deposition‑related event that does not appear on the calendar?
Yes. To create a deposition‑related Event that does not appear on the attorney’s calendar, choose a non‑calendar Event Type such as:
- General‑Deposition
- Imported Deposition Documents
These Events will still appear on the Case Timeline but will not sync to personal or firm calendars.
What information is required when scheduling a deposition?
When scheduling a calendar‑supported Deposition Event, make sure to complete all required fields, including:
- Date
- Time
- Location
- Deponent Name
Accurate date and time entry is critical to ensure the deposition appears correctly on the attorney’s calendar.
What happens if I update the date or time of a Deposition Event?
If the Deposition Event supports calendar syncing and Auto Push is enabled, updating the date or time will automatically update the event on the attorney’s Outlook or Gmail calendar.
What happens if I delete a Deposition Event?
Deleting a Deposition Event removes it from the Case Timeline. If the Event had already been pushed to an external calendar, it may also be removed from the attorney’s calendar depending on the calendar provider’s sync behavior.
Do Deposition Events appear on both the Firm Calendar and the attorney’s Personal Calendar?
Yes. Calendar‑supported Deposition Events appear on:
- The Firm Calendar in Casefriend
- The attorney’s Personal Calendar in Casefriend
- Outlook or Gmail (if Auto Push is enabled)
Who can customize Deposition Event Types?
Only firm administrators can customize Deposition Event Types. This allows firms to align deposition tracking with jurisdiction‑specific requirements and internal workflows.
Is creating a Task & Alert required?
No. Creating a Task & Alert is optional, but strongly recommended. Tasks help ensure deposition preparation—such as confirming the court reporter, notifying witnesses, and preparing exhibits—is properly assigned and completed on time.
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