Smart Matching links your calendar events to existing clients in Acquit automatically, by reading event titles for client names and court details. Accepted matches become court dates on the client’s record.
To turn it on:
- Open Settings → Smart Matching (under Calendar in the settings menu).
- Enable Two-Way Sync in Sync Preferences (Smart Match needs it on to create matches).
- Enable the Auto Match Court Dates & Events toggle.
- Review the pending matches underneath (first five inline, Show more for the rest).
- Click a row to open the Smart Matching drawer, then Accept or Dismiss each match.
From then on, every sync reads new and changed events and offers matches as it finds them.
Matches that add themselves
When an event matches exactly one client and there’s no doubt which matter it belongs to, Acquit adds the court date automatically with no accept step. You get a “Calendar synced” notification saying what was added, and the new date carries a badge on your schedule until you’ve seen it. Matches needing a judgement call (several current matters, or a name not in your clients yet) wait in the pending list.
For file numbers, several matters and events without court details, see How does Smart Matching decide what to match?
For names not in your clients yet, see How does Smart Matching handle new people it finds in my diary?
Dismissed matches
You can restore any dismissed match from the Smart Matching drawer. If the underlying event later changes materially (a new date, time or location), the match returns to the pending list on its own for a fresh review.
Notifications
Each new match posts a notification that opens the Smart Matching drawer right where you are. Your very first sync is the exception: it reads your whole diary in one pass, so you get a single “Calendar imported” summary that takes you to the review queue instead of a bell per match.
Note: If Two-Way Sync is off, the Auto Match toggle shows a warning explaining why nothing is matching.