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Once you’ve scheduled a proceeding, you can manage it directly from your account. This allows you to stay updated on the status, adjust scheduling, and access important details.

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Viewing Active and Past Proceedings

  • Navigate to the Proceedings section from your dashboard.
  • Use the tabs to switch between:
    • Active Jobs: View upcoming or submitted proceedings.
    • Past Jobs: Access completed proceedings.
    • Calendar: See all proceedings displayed in a calendar view for easier scheduling and tracking.

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Status Tracking

Each proceeding displays a status badge (e.g., Submitted, Upcoming) so you always know where your request stands.
  • Submitted: Your request has been received and is awaiting confirmation.
  • Upcoming: The proceeding has been scheduled and is approaching.

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Proceeding Details

Click on a proceeding to open the Summary view, which includes:
  • Case Name & Witnesses
  • Type of Proceeding (e.g., Deposition)
  • Date, Time, and Estimated Length
  • Location details (e.g., Zoom link, in-person address)
  • Notes and any special instructions
  • Witnesses and Invitees
  • Services ordered (e.g., Court Reporting, Videography, Interpreting)

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Managing Requests

From the proceeding summary page, you can:
  • Cancel: Cancel the proceeding if it will no longer take place.
  • Reschedule: Adjust the date and time if the proceeding has been moved.
  • Place Order: Submit an order for transcript services after the proceeding (if available).

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Calendar View

  • Switch to the Calendar tab to see all your proceedings displayed by date.
  • This view makes it easy to check for scheduling conflicts and track upcoming events.

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Key Points

  • Always monitor the status of your proceedings to stay informed.
  • Use the Reschedule option if dates change rather than creating a new request.
  • Access the Calendar view for a visual overview of all your scheduled proceedings.
  • After a proceeding is complete, you may use the Place Order button to request a transcript.

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Inactive Customers

customers in created status that have a proceeding need to be manually confirmed by the assigned manager.