This article is a quick start guide to deploying and configuring LawToolBox
Check to see if your M365 environment is compatible:
FAQ - Technical Requirements & Checklist
How to Enable LawToolBox
- Part 1: Requires a M365 Global Admin User
- Purchase subscription
- Activate account
- Configure M365 Admin Portal
- Part 2: Requires LawToolBox Admin Access
- Manage users
- Manage firm settings
Note: Watch a training instead on how to set up
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Part 1: Requires a M365 Global Admin User
Setting up a new account with LawToolBox:
1. Purchase LawToolBox M365 Admin
- Order: SaaS - Purchase LawToolBox via Microsoft Teams or App Source
- or via your Cloud distributor (if available)
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. 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
4. Deploy App in Outlook & Microsoft Teams as an administrator
- Option A: M365 Admin - LawToolBox Central Deployment
- Option B: PowerShell (Automatic)
- Completed if used PowerShell in Step 3
- Automatically deploys to the "LTB-addin" group
Note: Watch webinar for steps 3 & 4
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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
- Name: Central Docketing User, Master Calendar, Firm Calendar or Backup Admin user
- 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
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Other items to consider:
- M365 Admin: Mail forwarding, onboarding, and off-boarding users
- Admin: DMS NetDocuments - Activate plugin (if applicable)
- Admin: DMS iManage - Activate plugin (if applicable)
More:
- SaaS subscription lifecycle management
- M365 Admin: Access to Calendar and Mailbox rights for Master Calendar
- Optional: M365 Admin: Set up deleted group alerts