One-time creation of a Matter in LawToolBox for Office 365 > click “create group”


This article will walk you through how to create a group for a matter


  • If your matter did not fully set up when you created it (one-time glitch)
  • If your matter was transferred from a different LawToolBox subscription


As part of a one-time activation of a matter in LawToolBox for Office 365 go to filter > firm matters > search

If you imported matters from a different platform into LawToolBox please see 

FAQ - Activating Imported Matters and Deadlines


Switch to firm matters:



Click Matter name 

This will be an abbreviated menu (e.g., menu items are black and are not hyperlinked)

Click “Manage Group” & share to users