To create a new matter in LawToolBox, please go to Outlook add-in, Teams app, or app.lawtoolbox.com and go to Matters.
+ New Matter
- Add matter details (Nickname, Matter number, Client Name, Court number, etc.)
- Add court details (State and jurisdiction)
- Add users (Staff and Attorney users)
- Done!
Make sure to check for special configurations as discussed in your LawToolBox 1:1 training
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Step-by-step
+ New Matter
Note: If you have view-only rights, you may not see this option
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1. Add Matter Details:
Add the key details in the provided fields
Note: For special configurations visit FAQ - DMS NetDocuments - LawToolBox plugin
Create Matter:
- *Matter Nickname (Required)
- Matter Number (Internal Billing or DMS number)
- Client Name (Optional)
- Case Number (Court case number)
- Case URL (Link to court docket or frequently needed external case link)
- Third-party number (Optional)
Fields: | Example: |
- Nickname Shows as the subject line of the calendar events, reminders, and matter reports.
- Nickname Prefix for all entries
- All other fields show in calendar events, reports, and reminders.
- Searchable in Outlook calendar
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2. Add Court details:
- Select state and ruleset
- Check Accept license agreement
- Create
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3. Add Users:
Add all users who need to manage, receive, or view details of the matter and deadlines
- Smart type-ahead search
- All added users will be receiving deadlines and events on the calendar
- All users will see this matter when logging into LawToolBox under "My Matters"
- Pop-ups confirm all users are added successfully
Notes:
1) If you renamed your matter and need to update all deadlines in the calendar, go to "View and Edit Deadlines" > Audit > Resync
2) Check Audit to make sure all users are part of the group