Workbench
Connected calendar
Irys reads your documents for the dates they state and helps you put those dates on the calendar you already use, with the source attached. A date read from a document is added only after you have reviewed it.
Connect a calendar
Open Settings, then Integrations
Click the gear at the bottom of the left rail, then Integrations.
Connect Google Calendar or Outlook Calendar
Each one has its own card. Connect either, or both. Each person connects their own account.
Choose the destination calendar
After connecting, pick the calendar new dates go to by default. You can change it on any individual date while you review it.
Outlook Calendar is a separate connection from Outlook email. Connecting your Outlook mailbox does not connect your Outlook calendar, and the card on the Integrations page says so.
Find the dates in a document
There are two ways in, and both end at the same review.
| Where | What happens |
|---|---|
| The Dates pane on a matter | It sits beside Documents. It lists the dates waiting for review and the dates already added, with the calendar each one went to. Read this document for dates and Watch this matter both start here. |
| Workbench | Ask for them in a sentence, for example find the dates in the scheduling order. Irys answers with the dates it found, each with the passage it came from, and one card: Review and add to calendar. Nothing is created from the conversation itself. |
Every date carries the exact passage it was read from and the version of the document it was read from.
Irys does not find every date in a document, and a date it does not surface is not a date that is not there. Read the document yourself and treat what comes back as a starting point for your own review.
Review a date
Dates are reviewed one at a time. Each one shows:
| The title | Editable before you add it. |
| The date and time | The time exactly as the document states it. All-day only when the document gives no time. Irys never invents one. |
| The source | The passage the date came from, with the name of the document. |
| The destination calendar | Which connected calendar this one goes to. |
Then Add to calendar, or Not this one. Editing anything restarts the review of that date, so what you add is what you last looked at.
When a date has been added
The date shows as Added, with a link to open it in Google Calendar or Outlook, and the record carries the matter, the document and the person who added it. View on calendar opens the calendar on that date with the destination calendar selected, however far off it is.
The event's description links back to the matter. The passage itself stays in Irys unless you choose to include it.
When something does not go through
Each of these appears as one line, in the same place as the date.
| What you see | What it means |
|---|---|
| Could not confirm | Irys cannot tell whether the event was written. Check your calendar. Irys will not add it again on its own. |
| This document changed since these dates were read | Events already added stay on your calendar. Read the new version for its dates. |
| This date needs manual review | The format is not one Irys reads. Put that one on the calendar yourself. |
| Too long to read in one pass | The document is longer than a single read covers. |
Watch this matter for dates
Watch this matter is a switch on the matter. With it on, new documents are read for dates as they arrive, the dates found wait for review like any other, and a notice tells you they are there, for example 3 dates found in Whitfield. Watching a matter finds dates and nothing more. None of them reaches a calendar until you have reviewed it.
The calendar inside Irys
The Calendar page shows your connected calendar, not a copy of it.
| View | What it shows |
|---|---|
| Month | The default. A month at a time, with the days either side filling the first and last weeks. All-day entries first, then timed entries. |
| Week | Seven day columns, each listing that day's events in order. A list, not an hour grid. |
| Agenda | The month as one list. |
Across all three: Today, previous and next, a date input, the range label, the display time zone, counts for the range you are looking at, the calendar picker, a matter filter, Added by Irys, and Refresh.
Dates still waiting for review sit in their own sidebar, by matter, marked To review. They are never shown as events, because they are not on a calendar yet.
Selecting an event opens its detail: the full title, the start and end in the display time zone, the connected account, and, for an event Irys added, the matter and document with a link back to the review. Open in Google Calendar, or Outlook, takes you to the event itself. Escape closes it.
The Calendar page reads. Existing events are edited where they live, in Google Calendar or Outlook.
What this does not do
| Calculate deadlines | Irys reads the dates a document states. It does not compute a date from a court rule, a filing schedule or a triggering event. |
| Keep two calendars in step | Dates travel one way, from a reviewed date in Irys to the calendar you chose. Changes you make in Google or Outlook are not written back, and Irys does not touch events it did not add. |
| Put a date from a document on your calendar on its own | A date read from a document reaches a calendar only after you review it. Asking Workbench to create an event directly is a separate thing, and that event is created when you ask for it. See Connecting your accounts. |
| Send reminders | Google or Outlook reminds you the way it always has. Irys sends none of its own. |
| Attendees and recurring events | Not today. An added date is a single event on your own calendar. |
| Edit or cancel an existing event | Done in Google Calendar or Outlook, including moving one to another day. |
| Clio Calendar as a destination | Google Calendar and Outlook Calendar today. |