Renaming a case in LawToolBox

In LawToolBox select the matter that you wish to rename and go to the action menu.

  • Step 1: Open the matter menu > Select "Matter Dashboard" > Click "Edit Matter info" > Save
  • Step 2: Open matter menu > Select "View and edit deadlines" > Scroll down > Audit > Resync all



Step-by-step


Step 1: Rename matter

Select "Matter Dashboard":


From the matter dashboard click on "edit matter info".               


You can then edit or add the following fields:


*Notes: Renaming a matter does not rename the Office 365 group that is create or the SharePoint site. This means that if you create a team or SharePoint site, the name will stay the same. And will need to manually be renamed.


Step 2: Update changes on Outlook

Go to the bottom of the deadline chart under "View and Edit Deadlines" and click "Audit"

  • click "Resync"
    • update all users on the matter at once  
    • resync all deadlines for the matter (past and future)