Firm Calendar

When you’re managing 10, 50, or 100 clients, deadlines pile up fast. The Firm Calendar puts everything in one view — compliance deadlines, filing due dates, client tasks, and team schedules.

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The Calendar View

Go to Dashboard → Calendar in Firm Mode. You’ll see deadlines and tasks across all your clients:

• Red — Past due or due today
• Orange — Due within 7 days
• Blue — Upcoming (7+ days)
• Gray — Completed

Click any item to see details, jump to the client, or mark it done.

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What’s on the Calendar

Everything syncs automatically. If Pluvel knows about a deadline, it shows up here.

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Filtering the Calendar

With many clients, you need filters: By client: Show only deadlines for one client or a subset. By type: Only compliance deadlines, or only tasks, etc. By assignee: What’s assigned to me? What’s assigned to Sarah? By status: Hide completed items, or show everything. Filter controls are above the calendar. Combine filters to narrow down.

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Calendar Views

Month view — See the full month at a glance. Good for planning and spotting busy periods. Week view — More detail. See each day’s items clearly. List view — No calendar, just a chronological list. Good for working through items one by one. Agenda view — Today + next 14 days. What needs attention now? Switch views with the toggle in the top right.

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Creating Tasks and Deadlines

Add items directly from the calendar:

1. Click a date
2. Choose Task or Deadline
3. Enter details (description, client, assignee, due date)
4. Save

Or create from a client’s account, and it appears on the calendar automatically.

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Recurring Items

For things that repeat:

• Monthly reconciliation — Due on the 15th every month
• Quarterly 941s — April 30, July 31, Oct 31, Jan 31
• Annual reports — Due dates vary by state

Set up recurrence when creating the item. Pluvel creates future instances automatically.

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Team Scheduling

If you have staff:

• See each person’s workload by filtering to their assignments
• Balance work by reassigning items
• Track who’s overloaded and who has capacity

Calendar density is a quick visual indicator of team workload.

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External Calendar Sync

Connect to Google Calendar, Outlook, or iCal:

1. Go to Firm Settings → Integrations → Calendar
2. Choose your calendar service
3. Authorize the connection
4. Select what to sync (deadlines, tasks, or both)

Items appear in your external calendar. Changes sync both ways.

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Notifications from Calendar Items

Each calendar item can trigger notifications:

• 7 days before — Early warning
• 1 day before — Final reminder
• Day of — It’s due today
• Past due — You missed it

Configure defaults in Firm Settings → Notifications → Calendar. Override per-item if needed.

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Conflict Detection

If you assign too many items to one day:

• Visual warning (day turns red)
• Summary: “12 items due on April 15”
• Suggestion to spread work out

This helps avoid crunch periods where everything lands on the same day.

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Exporting and Sharing

Export: Download the calendar as ICS (for personal calendars) or CSV (for spreadsheets). Share: Generate a read-only link for clients or team members who don’t have Pluvel access. Print: Generate a printable monthly view for your wall or client meetings. Find these in Calendar → Export.

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Tips

Check the calendar weekly. Spend 10 minutes every Monday reviewing the next two weeks. No surprises. Use list view for catching up. Knocked out a bunch of tasks? List view makes it easy to mark them all done. Color-code by client or type. If you have many clients, color coding helps you scan quickly. Don’t ignore the orange. Items due within 7 days need attention. Don’t wait until they’re red.