LawToolBox M365 - LTB Admins FAQ

External Knowledge Base articles about our Product and Office 365 for all admin users

Admin: Quick Start Guide
This article will walk you through the roles and responsibilities of a LawToolBox Admin user. Admin Training Session: Watch our webinar on-demand LawT...
Mon, 8 Jan, 2024 at 2:07 PM
Admin: LawToolBox User Roles
The below article explains the different roles of users who have access to LawToolBox as licensed users. Required Users: Central Docketing User - Mast...
Mon, 8 Jan, 2024 at 2:38 PM
Admin: Manage firm settings
Go to admin.lawtoolbox.com to manage and configure firm-wide settings Click on Firm > Setting - to manage LawToolBox for all users Click on Users > ...
Mon, 8 Jan, 2024 at 2:42 PM
Admin: How to add a new user in LawToolBox
You can follow the steps below to add a new user to LawToolBox.  If you need to remove a user first, please follow these steps Admin: How to remove a user...
Mon, 15 Apr, 2024 at 9:30 AM
Admin: How to remove a user in LawToolBox
This article will walk you through removing a departed user from LawToolBox. ****UPDATED 11/30/2023***** Join our webinar to get the latest update o...
Mon, 15 Apr, 2024 at 9:34 AM
Admin: Edit User Settings & Permissions
In the LawToolBox admin portal, you can modify individual users' permissions to restrict access to specific features or actions in LawToolBox. Manag...
Mon, 8 Jan, 2024 at 5:01 PM
Admin: Schedule Teams Reports via LawToolBox bot
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...
Tue, 13 Feb, 2024 at 9:38 AM
Admin: Central Docketing User & Practice Calendar
Central Docketing User and Practice Calendar Users   As part of a LawToolBox implementation, a Central Calendar configuration is a required step for all...
Mon, 21 Nov, 2022 at 12:09 PM
Admin: How to mass share matters with a user (Bulk Add/Remove)
Before moving forward, these are the required steps before mass sharing and unsharing matters: Enterprise permissions must be enabled.  To enable enterpr...
Wed, 28 Feb, 2024 at 12:35 PM
Admin: How to remove multiple cases from a user
Before moving forward, these are the required steps before mass sharing and unsharing matters: Enterprise permissions must be enabled.  To enable enterpr...
Mon, 20 Mar, 2023 at 3:19 PM