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 "Deadline Chart" > Scroll down > Audit > Resync (Force Update Existing)
Step-by-step
Step 1: Rename matter in LawToolBox
Select "Matter Dashboard"
From the matter dashboard click on "Edit Matter Info".
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Edit or add the following fields:
Step 2: Update changes on Outlook
Go to the bottom of the deadline chart under "View and Edit Deadlines" and click "Audit"
click "Resync (Force update existing)
Success!
Before | After |
Notes:
- Renaming a matter does not rename the Office 365 group that is create or the SharePoint site.
Event prefix is updated from LawToolBox:
The event organizer is set in M365:
If you are using Microsoft Teams, SharePoint site, or other M365 connections, you may consider manually renaming the group as a M365 Admin under Teams & Groups. LawToolBox does
admin.microsoft.com admin access required:
Microsoft 365 Admin Center > Teams & Groups > Active Teams & Groups > Search >
Locate the group > Ellipsis > Edit name and description & Edit email addresses
