Copy the returned id below — you'll need it for MYCASE_ORGANIZATION_ID in your .env if using MyCase, and for every case/mailbox you create next.

Most firms need exactly one. Growing Firm and Enterprise accounts can create additional ones \u2014 e.g. one per office or practice group \u2014 and assign specific cases to whichever identity fits. The very first mailbox you create for a firm automatically becomes its default.

Only needed if this case should send under a different identity than the firm's default \u2014 e.g. a case belonging to a specific office. Leave a case unassigned and it always uses the firm default.

Lets a reply from ANY person linked to this firm count as that firm responding \u2014 no designated primary contact, everyone listed is equally valid. Create the firm first, then link people to it below when you add them.

This happens once per matter \u2014 it's the permanent record everything else (participants, cleared dates, every scheduling request you'll ever make for this case) hangs off of. When setting up a new scheduling request later, you'll select this case rather than create it again.

For scheduling with a prospective client or the other side before anything is formally filed. Supports meet-and-confers, client meetings, and mediations only \u2014 hearings and depositions need an actual open case, since those require a court and a filed matter. No case number needed; one's generated automatically.

Dates don't need to be consecutive — add as many separate date/time windows as have actually been offered or set aside, then clear them all in one action.

Recipient (opposing counsel). Pick someone already known on this case, or add a new one by email — selecting a case above fills in who's already on file so you're not retyping the same contacts every time.

Give recipients context. Especially useful for meet-and-confers \u2014 explain what this is actually about, and/or attach a letter or PDF, so the recipient isn't scheduling into the dark. Sent on the first email only.

For deposing several witnesses in one sitting \u2014 give each their own name and an explicit start/end block so nobody's deposition gets scheduled over another's. Add this to a deposition-type request created above (enter its ID below).

Not at your desk? Instead of the checkbox above, have this reviewed by email \u2014 reply APPROVED or DECLINE from your own inbox, no login needed.

When an outside office emails asking to schedule something, forward that email to the scheduling mailbox (or paste it below for now, until real mailbox monitoring is wired up). The system tries to match it to an existing case automatically \u2014 if it can't, it'll show up below for you to link manually.

For any inquiry the matcher couldn't confidently resolve on its own. Just say which case, event type, and attorney this is about \u2014 no need to set up a date range, that's computed automatically. The scheduler replies directly in the same email thread the outside office started; it still goes through the normal review + trigger steps above before anything actually sends.

Or have someone else confirm this plan by email instead of doing it here directly \u2014 fill in the case/event type/attorney/duration above first, then send it to them for a reply-only approval.

One-time, firm-wide \u2014 an admin with the "manage preferences, billing, and payment options" permission authorizes once, and it covers every attorney's calendar for the whole firm. This does NOT need to happen per attorney.

For threads that don't start as a scheduling ask \u2014 a mediation request typically opens with negotiating WHO the mediator will be. CC the scheduling mailbox on the whole thread from the start (or paste each message below for now). It watches silently and only flags once a message looks like the conversation has shifted to dates \u2014 it never sends anything on its own.

Confirms this is actually ready \u2014 creates a draft request, threaded to reply right where the conversation left off. Still goes through the normal review + trigger steps above before anything sends.