This article is a quick start guide to deploying and configuring LawToolBox
How does this work?
1. Guided Set up
We walk you through a guided onboarding and help you every step of the way. The below is to help document the process.
- Visual Learner? Watch Step-by-step Onboarding Webinar (15 min) or read below.
- You may have already scheduled an an onboarding call with our team.
- If not, please reach out to your Account executive to get started.
2. Guided Training
Once the account is fully set up, the end users will be invited to a customized training path to learn how to use LawToolBox and it's features. Your onboarding team will set up training after the below steps are configured
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How to get started:
Check to see if your M365 environment is compatible:
FAQ - Technical Requirements & Checklist
How to Enable LawToolBox
- Part 1: Requires a M365 Global Admin
- Configure M365 Admin Portal (PowerShell)
- Create a user group
- Deploy the app in outlook and Teams to user group
- Create Exchange Mail flow rules
- Purchase subscription in M365
- Activate account in M365
- Accept application permissions
- Configure M365 Admin Portal (PowerShell)
- Part 2: Requires LawToolBox Admin Access
- Add users for LawToolBox
- Enable Master calendar with a min business basic mailbox license
- Manage firm & user settings for LawToolBox
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Part 1: Requires a M365 Global Admin User
Setting up a new account with LawToolBox:
1. Purchase LawToolBox M365 Admin
- New Order via Microsoft: SaaS - Purchase LawToolBox via Microsoft Teams or App Source
- New Order via your Cloud distributor (if available, via Pax8, TD Synnex, etc.)
- Exciting account: M365 Admin: Purchase & Activate subscription for existing clients through Microsoft
2. Activate an account via M365 Admin
- Follow the prompt on the screen to accept permissions: M365 Admin - Deployment: Application Permissions
- M365 Admin - Manage LawToolBox Licenses in Admin Center
3. Deploy App in Outlook & Microsoft Teams as an administrator
Note: Can be done as step 1. PowerShell takes time to process
- Option A: M365 Admin - LawToolBox Central Deployment (Manual)
- Option B: PowerShell (Automatic)
- Completed if used PowerShell in Step 3
- Automatically deploys to the "LTB-addin" group
4. Configure notifications in M365 Exchange Admin
- Option A: M365 Admin: Mail Flow Rules (Manual)
- Option B: PowerShell (Automatic)
- Script: 365 Step 1 - Rules_Outlook_App.txt
- Copy the script to Notepad
- Add line 4,5,6 with the email addresses specific to your users
- Run PowerShell as administrator
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Part 2: Requires LawToolBox Admin Access
5. Add users in admin.lawtoolbox.com
- FAQ - How to add a new user in LawToolBox
- Add your Master User
- User name: Central Docketing User, Master Calendar, Firm Calendar or Backup Admin user
- M365 Admin: Access to Calendar and Mailbox rights for Master Calendar
- LawToolBox will enable it to be a "Docketing User" to auto-share on all matters
- Admin: Edit User Settings & Permissions
6. Manage Account in admin.lawtoolbox.com
- Firm settings: Admin: Manage firm settings
7. Other items to consider:
- M365 Admin: Subscription Management
- Microsoft: SaaS subscription lifecycle management
- Admin: DMS NetDocuments - Activate plugin (if applicable)
- Admin: DMS iManage - Activate plugin (if applicable)
- Importing matters and or deadlines from another platform (additional pricing)
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Part 3: End User Training
- Training Sessions:
- Included in your onboarding package for personalized training sessions
- FAQ - New User Quick Start Guide
- Training Resources: Watch our webinars on-demand or join live
LawToolBox > Support > Trainings > Free Training Webinars- Hands-on users: Level 0: Calendaring Basics
- Hands-off users: Level 0: Attorney User Basics