LawToolBox Support

Do you need to get access to one of the matters in your organization?

Navigate to "Firm Matters" in the filter icon

• Green matter names are fully shared with you
• Blue matter names are "view only" with a limited menu 
  • "Request Access"
  • or "Create Group"
• A member with full access needs to "Share Matter" with another user
  • FAQ - Share Matter - Add or remove users from a case

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Step-by-step

Create Group Filter for "Firm Matters" or "Not Shared" Flashing Triangle Click "Create Group"	Request Access Filter for "Firm Matters" or "Not Shared" You are not a member Click "Request access" Sends email request to shared users

Step 1: Click "Request Access"

Step 2: Grant Access

All members of the matter will receive a notification with step-by-step instructions on how to add a user to a matter

• FAQ - Share Matter - Add or remove users from a case

Example Email: