This article will walk you through removing a departed user from LawToolBox.


****UPDATED 11/30/2023*****


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How to remove a user in LawToolBox:

  1. Admin user go to admin.lawtoolbox.com > Users > Actions > Delete
  2. Mail forwarding: recipient selection Yes or No (automatically audit the user's calendars)
  3. Recommended: Download Report for user's matters
  4. Unshare all matters
  5. Delete User


Important Note: 

Before following the steps below the departed user must still be a licensed M365 user to avoid "undeliverable" notifications. If the user has been departed for a long time, contact your M365 Admin to add a temporary mailbox license.


Unlicensed:

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Step-by-step:


Go to the Admin portal: 

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1. Remove User

Navigate to admin.lawtoolbox.com >  Users > Actions > Delete

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2. Mail forwarding: Select one

Note: Used for monitoring upcoming calendar events

  1. Yes or not sure, select a user in the dropdown who is receiving the forwarded emails from the departed user
  2. This feature will automatically audit any calendar entries that may be forwarded from a departed user


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3. Departed User's Matters

Note: Resource allocation and matter awareness

  1. Download the "Matter Report" for your records (Recommended)
  2. Select "All" and "Unshare Matters" 
  3. or Admin: How to add/remove multiple cases from a user if you need to share the cases with someone else

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4. Delete User

Note: If there are no shared matters click "Delete user"


Success!

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Past Feature Updates: