Step-by-step instructions
Navigate to Agenda module
Click "New Event" button (or double-click time slot in calendar view)
Fill event details in creation form:
Title: Enter meeting name (e.g., "Property Sale Signing - Dupont Estate")
Date: Select meeting date from calendar picker
Time: Set start time (e.g., 14:00) and end time (e.g., 15:30)
Location: Enter location:
"Office" for in-person at your office
"Online" for video meetings
Custom address for external locations
Attendees: Add participant email addresses (internal team members or external clients)
Meeting Link: Paste Zoom, Teams, or Google Meet URL (optional)
Notes: Add agenda items, preparation instructions, or relevant details
Click "Save" button
Event appears in Nora.Legal Agenda calendar view
Event also appears in Google Calendar or Outlook within seconds
Invitation emails sent to all attendees automatically
Practical example
Notary Vincent Mercier needs to schedule a property deed signature with three parties. He clicks "New Event" in Agenda, enters title "Property Sale Signing - Dupont Family", selects date 2025-12-15, time 10:00-11:30, location "Office - Conference Room A", adds 3 client emails (client1@email.com, client2@email.com, client3@email.com), pastes Zoom meeting link as backup "https://zoom.us/j/123456789", adds notes "Bring IDs and property documents". He clicks Save. The event instantly appears in his Nora.Legal Agenda and automatically pushes to his connected Google Calendar. All three clients receive invitation emails with meeting details and Zoom link. He sees the event on both his desktop (Nora.Legal) and phone (Google Calendar app) immediately.
Notes and limitations
Local-first: Nora.Legal calendar is authoritative source - external calendars sync to it
Sync timing: Outbound sync happens immediately on save (not delayed)
Attendee invitations: External attendees receive email invitations from Google/Microsoft automatically
Meeting links: Supports Zoom, Teams, Google Meet, or any video conference URL
Location format: Free text - can be office, address, or "Online"
Time zones: All times stored in ISO 8601 format with timezone
Sync failure handling: If external sync fails, event still saved locally (can retry sync later)
No recurrence UI: Creating recurring events requires creating multiple individual events
Attendee limits: No documented limit but Google Calendar has 200 attendees/event limit
External calendar selection: If multiple calendars connected, can select target calendar
FAQ
Q: Can I add video meeting links (Zoom, Teams, Google Meet)?
A: Yes, paste any video meeting URL into the "Meeting Link" field. Supported platforms include Zoom, Microsoft Teams, Google Meet, Webex, or any other video conferencing service. The link will be included in calendar invitations sent to attendees and visible in both Nora.Legal and your synced external calendar (Google/Outlook).
Q: How do I invite external attendees who don't use Nora.Legal?
A: Simply enter their email addresses in the "Attendees" field when creating the event. They don't need Nora.Legal accounts. When you save the event, it syncs to your Google Calendar or Outlook, which automatically sends standard calendar invitation emails to all attendees. They'll receive the invitation in their regular email inbox and can accept/decline as usual.
Q: What if I create an event in Google Calendar instead of Nora.Legal?
A: Two-way sync means it works both ways. If you create an event in Google Calendar, it will automatically sync into Nora.Legal Agenda within 15 minutes (or immediately if you click "Sync Calendar" button). You can create events in whichever platform is most convenient at the moment, and they'll sync everywhere.