Before moving forward, these are the required steps before mass sharing and unsharing matters:

  1. Enterprise permissions must be enabled. 
    • To enable enterprise permissions please click here as the global admin to accept
  2. The user must be a Central Docketing user (shared on all matters/groups)
    • Central Docketing user avoids any unwanted notifications to your personal account/credentials


To manage matters centrally:

1. Log into admin.lawtoolbox.com as the Central Docketing user (user shared on all cases)

2. Click on Matter > Manage Matters

3. Select your user (top right)

4. Optional: Select the "Filter" icon to see "Not Shared" (top left)

5. Select the cases & click one of the options (top left):

  • Use "Share with" to select another user who needs to take on those cases
  • Use  "Re-Share" for troubleshooting cases for a specific user
  • Use  "Unshare" for removing cases from a user before deleting them from the firm
  • Use "Close Matter" if you are ready to archive the case and remove all deadlines from all calendars

6. Repeat for page 2 



Notes:


1. Share with:



2. Due to the volume of cases being modified, we can only process this in small batches. Please wait for the pop-up "success" icons to ensure the request went through completely before moving to the next page. You can update the items per page, but it will still take time to process

3.  If this person is no longer a user in your firm, you must also unshare all cases from them before you can remove them from the firm. Admin: How to remove a user in LawToolBox You can follow this flow, or follow the remove user flow.


4. To see if there are cases already set up for your account, but not shared with your selected user, please utilize our filters for more options.