Calendar in BopSuite isn't a separate Google Calendar replacement — it's a matter-aware deadline tracker. Available on Practice plan and above for the deadline packs; the basic per-matter calendar works on every tier.
Event types
Every event has a type:
- Court date (law) — hearings, conferences, trials
- Filing deadline — anything that has to be filed by a specific date
- Tax deadline — IRS or state filing due dates
- Meeting — internal or client meeting
- Reminder — generic personal nudge
- Holiday — federal/state holidays the firm is closed
- Personal — non-matter events (training, conferences)
Event type drives the icon + color on calendar views. They also drive deadline-pack derivation (more below).
Adding a manual event
Two paths:
- From a matter detail page — Calendar card → +Add event. Auto-attaches to that matter.
- From
/calendar— top-right + button. Pick a matter (optional) at creation time.
Each event has: title, date, optional time (untimed events show as all-day), optional reminder, type, optional location, optional description.
CPA federal deadline pack
For matters with vertical: cpa, the matter detail page shows a Generate deadline pack button. Click it once and BopSuite auto-creates ~12 deadlines for the current + next year:
- Apr 15 — Individual tax returns + Q1 estimated
- Jun 15 — Q2 estimated
- Sep 15 — Q3 estimated + S-corp/partnership extensions
- Oct 15 — Individual tax extensions
- Jan 15 — Q4 estimated for prior year
- Jan 31 — 1099-NEC + W-2 due to recipients/IRS
- Mar 15 — S-corp + partnership tax returns
- ... plus a few
Each is tagged event_type: tax_deadline, source: pack, and linked to the matter.
Re-running the generate-pack action is idempotent — events with the same pack_rule_key are upserted, so you can re-run if a year rolls over without getting duplicates.
If your firm is on the calendar year, this covers most of what you'd hand-add. If you have fiscal-year clients, you'll still hand-add their specific dates.
California court pack
For law matters, BopSuite ships a California pre-trial deadlines pack.
The model is different from the CPA pack: instead of a fixed annual schedule, the pack derives deadlines from a trigger event. Specifically: create a court_date event on a matter, then click Derive CA pre-trial deadlines on that event.
BopSuite calculates:
- Discovery cutoff (30 days before trial under CCP)
- Motion cut-off (28 days before)
- Final case management conference (~2 weeks before)
- Witness lists, expert designations, jury instructions, etc.
All dates derived backwards from the court date you set. Each derived event is linked to the trigger (parent_event_id) so:
- If you change the court date, you can regenerate the pack and the existing derived events get replaced (no orphans)
- The matter calendar visually groups derived events under the trigger
⚠ The offsets shipped reflect generic California civil-procedure timeframes. Your specific case may have different rules (limited civil, family law, probate, federal court — different rules each). A practicing California attorney should verify the offsets before relying on the pack for a real case. Each event's description includes a note pointing at the rule.
Other states aren't shipped yet — PRD §10 explicitly defers state-by-state law packs to v2. If you need NY, TX, FL, or another state, email us and we'll prioritize.
Calendar views
Sidebar → Calendar opens the cross-matter view.
Two views:
- Week — default — vertical scroll, matter color-coded
- Month — overview — small pills per day
Filters across the top: by matter, by event type, by source (manual / pack / derived), by status (upcoming / past).
Each event card on the calendar links back to its matter. Clicking it opens the matter detail page with the calendar tab focused.
ICS feed (subscribe from Apple Calendar / Google Calendar / Outlook)
Settings → Calendar → Subscribe URL.
Each user has a unique signed URL like https://bopsuite.com/api/cal/<token>.ics. Paste into:
- Apple Calendar: File → New Calendar Subscription → paste URL → Subscribe
- Google Calendar: Other Calendars → + → From URL → paste → Add
- Outlook: Add Calendar → Subscribe from web → paste → Save
Auto-updates every ~hour (subscriber-controlled). All events you have access to (your matters, plus matters where you're the responsible attorney/CPA) show up alongside your personal Apple/Google calendar.
The token is per-user — don't share. If it leaks, regenerate from settings (old token 404s).
My day dashboard
/my-day is the operationally-useful daily view:
- Today's tasks + due-date triage colors
- Today's calendar events
- Overdue requests that need a nudge
- Recent activity across your matters
Start your morning here, end with a clean board.
What's next
- Time tracking + billing — log billable hours directly from the matter
- What is a matter? — understand how calendar events fit into the bigger picture