If your firm has been using LawToolBox via our classic web app and have Office 365 you qualify to upgrade to our M365 version of LawToolBox.

  • Part 1: Admin Portal Verification
    • Firm Settings
    • Users > Audit
  • Part 2: App Portal Matter Activation
    • Matter Name > Create Group > Verify users
    • Matter Name > Deadline Chart > Sync All



Part 1: Admin Portal Verification

Before proceeding please check the following:

1. admin.lawtoolbox.com > firm > settings

2. admin.lawtoolbox.com > user > audit

Resolve any errors if any users are invalid:


Part 2: App Portal Matter Activation


Go to app.lawtoolbox.com > sign in as the designated central docketing user

 

Step 1: Provision Group

Go to app.lawtoolbox.com > sign in as the central docketing user

Click on matter name with flashing triangle.

 


Click Create Group



Please wait on the user screen until pop-ups are resolved:


Click back and repeat until all groups are created:

 



Step 2: Sync Future Deadlines

 

Look for matters with the orange status bar:

Click this icon for a quick jump to the deadline chart


Click matter name > Deadline Chart

 

Click Sync > Add Selected

 

 

Repeat until all show as green:


Now all future deadlines are added to your outlook

 

Step 3: Clean Up

Create a calendar filter search for Integrated Deadlines events and delete all upcoming events containing this phrase:

Please use the area below this line to enter any additional notes


Created on or before [today] 

  • for deadlines created in the past before the cutover

Start on or after [today] 

  • for future deadlines in the calendar

Message contains "Please use the area below this line to enter any additional notes" 

  • for a unique Eagle Pro ID Sync identifier