To schedule automatic reports for your firm follow the steps below.

Here is an example of what the scheduled report will look like for your users:

Users that wish to receive this report must grant permission to LawToolBox.

Follow this article to sign up for the reports: FAQ - Reports - Teams Scheduled Reports via bot notifications


Step 1:

Schedule reports

a. Admin portal > Reports or Microsoft Teams > Schedule Teams Reports

Under Reports:
Under Microsoft Teams:


Set your weekly schedule 

Save settings:



Click "Cancel" if you wish to set a different schedule:



Step 2:

Go to Users > enable Teams notifications for those who have already granted permissions


Grayed out toggle - user needs to follow these steps: 


Enable: