How do you easily identify users to make them part of an office or practice group?


We recommend adding the the tag to speed up search and help to easily identify who should be on each LawToolBox Matter. Admin access required


To edit your users tags follow the steps below: 


1. Sign into https://admin.lawtoolbox.com/users

2. Click the User Actions > Tag

or 


Select multiple users and select "Update Tag"

See also Admin: Edit User Settings & Permissions


Add up to 3 tags per user. Here is an example:

  • Tag 1: Role
  • Tag 2: Practice Area
  • Tag 3: Location


"Shared users" in the app

Helps with search for larger groups




See also:

Admin: Central Docketing User & Practice Calendar FAQ