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