LawToolBox Support

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
• 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 (available via Pax8, TD SYNNEX, Crayon, 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: DOWNLOAD BELOW 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
  • Admin: Importing users in LawToolBox
  • Who to add: FAQ - LawToolBox User Roles
• 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
  1. Hands-on users: Level 0: Calendaring Basics
  2. Hands-off users: Level 0: Attorney User Basics