New matters:
Use Matter Actions > Send Matter to LawToolBox
All users for the "Details" Page under Responsible Attorney, Associate, and Paralegal fields get synced to LawToolBox as shared users
Visit the LawToolBox Tab:
On this page you can assign your state and jurisdiction
Add additional users (Legal Assistants, etc.)
Calculate deadlines and add miscellaneous events
- If you use NetDocuments, follow the prompt in LawToolBox to attach to the related workspace
- If you use SharePoint, the documents will be automatically connected to your Centerbase DMS
Step-by-step:
Click "Add Calculation" |  |
Assign state and ruleset |  |
Verify users (auto redirect) | Note: Please wait on the user screen until pop-ups are resolved:
|
Sync deadlines Click matter name > Deadline Chart Click Sync > Add Selected |   |
Note:
If you see all matters in the LawToolBox tab, the matter has not been sent yet