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 


NOTE: 

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.

NOTE:

If this person is no longer an active user in your firm, you must also unshare all cases from them before you can remove them from the firm


NOTE:

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.


See also:

FAQ - How to remove a user in LawToolBox