This article will walk you through how to add or remove users to new and existing matters
1. Add/Remove existing matter:
- My Matters > Matter Menu > Share Matter > Add or remove users
- See step-by-step below
2. Request access to an existing matter:
- Filter Firm Matters > Search > Matter menu > Request access
- Help: Need access to a matter
3. Add/Remove to new matter:
- My Matters > + New Matter > Add matter details > Add state + ruleset > Create > Add users
- FAQ - Create New Matter
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Step-by-step
Add/Remove user:
This view will show you everyone who is already shared on the case and allows you to modify any additional users on the matter. When creating a new matter, this is a required step when creating a case and will appear after you have selected your State and case jurisdiction.
To add a user, simply click "add"
- They will automatically receive any deadlines that have already been synced
To remove a user, click "remove"
- This user will no longer see any upcoming deadlines for this case and will no longer see it in their matter's list
Share Matter:
Add or remove users:
- "Green check mark" will indicate they have been shared successfully
- "Audit" allows you to verify who is added to the matter in LawToolBox and the M365 group
- "Search" to refine the list of users to add someone else
Notes:
- Admin: How to mass share matters with a user
- These users get added to the M365 group to send and receive deadlines
Check the audit to see who is added to the M365 group