LawToolBox for Microsoft Outlook & Teams 

 

 
Rule No. 1: Outlook Inbox Rule (repeat for all users)
 
LawToolBox Rules The rule automatically moves deadlines (e.g.: all day events) out of the Outlook inbox. 95% of items LawToolBox generates are deadlines. However, if an attorney also wants to automatically move calendar invites scheduled for a specific time of day (e.g., from 9am-12pm) to same folder replace LTB-allday with LTBUID for Rule#1. Most attorneys prefer our default settings and prefer to click “I Accept” to events scheduled at a specific time of day so that the deadlines appear as bold on the calendar and the attorney shows as busy (instead of tentative and grayed out) during that time.

Rule No. 2: Outlook Inbox Rule (for a designated expert)


Move any messages containing these words in the subject or body to your new folder called “LTBUSER”. This rule enables one designated LTB expert per law firm or legal department to receive an email in a folder in Outlook Inbox notifying the when users are added or removed from cases so that if a user asks why, for example, they don’t see deadlines on their calendar in June for a case that was shared to them in July, the designated user will be able to find the notification of with the date the case was shared or unshared to a user.

 

Outlook Desktop  
A user includes anyone sending, receiving deadlines, reports, documents using LawToolBox
Move any messages containing these words in the subject or body to a new folder you create called “LTB Deadlines”. Please note that search teams for Outlook Rules are cap sensitive.
 

Cap sensitive Outlook Rules No 1. All Users:

LTB-allday
Add upcoming group events
View group in outlook
 added to a team in Microsoft Teams

 

Cap sensitive Outlook Rule No 2. Designated Expert:

LTBUSER

 

Outlook > File > Manage Rules and Alerts > New Rule

Apply rule on messages I receive > Next >
 
> Step 1: Select with specific words in the subject or body > Step 2: Click on specific words > Add rules >

> Step 1: Select move it the specified folder > Step 2: Slick on specified folder >
 > Create new folder “LTB Deadlines” under Mail and Post Items

Click OK and your Outlook Rules have been set up!

 


 

 

 

Step by Step Outlook Rule Management Repeated for All User Inboxes:

File > Manage Rules and Alerts > New Rule

 

 

Step 1: Start from a blank rule - Apply rule on messages I receive

 


 

 

Step 1: Select with specific words in the subject or body

Step 2: Click on specific words

 

Add the following cap-sensitive rules: 
LTB-allday
Add upcoming group events
View group in outlook
added to a team in Microsoft Teams
 LTBUSER

 


 

 

Step 1: Select move it the specified folder
Step 2: Slick on specified folder
Create new folder LTB Deadlines under Folder Contains Mail and Post Items
 Click OK and repeat for all new users

 

 

 


 

Filter: Outlook Calendar
View to Exclude Canceled: Deadlines

Outlook > Calendar > View > View Settings > Filter…

> Define more criteria: Field > Advanced > All Appointment Fields > Subject >
> Subject > doesn’t contain > Canceled: > Add to List
Click OK and your Outlook Calendar Filter has been set up!
 


 


 

 


 

 

*Mac users do not require a calendar view filter
 

Rule No. 1 & 2
 
Outlook Inbox Rule (repeat for all users)
 
Outlook OWA  
 

Cap sensitive Outlook Rules No 1. All Users:

LTB-allday
Add upcoming group events
View group in outlook
 added to a team in Microsoft Teams

 

Cap sensitive Outlook Rule No 2. Designated Expert:

LTBUSER

 


 

 

Outlook MAC  


 
Right Click on Inbox

Create New Folder – LTB Deadlines
Click on Rules in the toolbar
 Edit Rules

Graphical user interface, text, application, email

Description automatically generated

Click +

Graphical user interface, text, application, email

Description automatically generated

Change “From” to “Subject or Body”

Move to Folder – LTB Deadlines


 

 

 

 

Add Search Term:

Cap sensitive Outlook Rules:

LTB-allday
Add upcoming group events
View group in outlook
 added to a team in Microsoft Teams

LTBUSER

Graphical user interface, application

Description automatically generated

OK

Graphical user interface, text, application, email

Description automatically generated

 

OK

Your Outlook Rules have been set!
 

 

Gmail Filter

 

Click on the dropdown arrow on the right in your Gmail search bar

1. Add from noreply@lawtoolbox.com > create filter >
 2. Select Skip the Inbox (Archive it) > Apply the label (new) > LTB Deadlines > Create Filter