WebApp Portal:
To add a new user to LawToolBox Web App Instant Sync follow the below steps
- Master Support User > Log in to Web App > Select *Firm Admin
- Click on Admin (Blue Navigation Menu) > Firm > Add Master Support or Attorney
- before sharing cases, please add outlook rules to inbox
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To Add a Master Support user:
1. Log in as Firm Admin
2. Admin > Firm > Add your user
3. Add Master Support
Calendar Synchronization OFF (Instant Sync = Sync Off)
*Turn sync on only if using 3rd party sync software
4. Add Support - Enter only:
- email address as User ID
- temporary password (user will set their own)
- full name
- Initials
- Address (auto filled)
5. User Preferences - leave as default
Set email address to send deadlines, reminders & reports
Sync off & continue
6. Select all users they need access too
If master user, select all
To Add a Attorney user:
all as above
