This is a required step for all users before they get added to LawToolBox matters and start to receive deadlines.
Below you will find related articles on how to set up outlook rules and calendar filters for your LawToolBox Users to
You will see:
- What you need to set up
- What the rules include
- How to set them up
What you need to set up:
Select one of two options:
- Via Exchange Admin on admin.microsoft.com to apply to all users (new)
- Via manual setup on the desktop client
- The below rules will filter these from the inbox Help: Outlook inbox notifications filter examples
- Optional: Help: Hide "Accepted" calendar events in the sent box
| Required Rules | M365 Exchange Admin (recommended): | Manual setup on Desktop: |
| Inbox rules - Notifications | M365 Admin - Mail Flow rules | Inbox Rules (all users) - Desktop Outlook |
| Calendar rule - Canceled deadlines | Manage setting firm-wide in admin.lawtoolbox.com > firm > settings | Calendar Rule (all users) - Canceled calendar filter (Desktop Outlook) |