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.


Before proceeding please check the following:

1. admin.lawtoolbox.com > firm > settings

2. admin.lawtoolbox.com > user > audit



Confirm Required for all users - Inbox rules for Outlook have been enabled first. 


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

 

Click back and repeat until all groups are created.

 

Step 2: Sync

 

Look for matters with the orange status bar:

 

Click matter name > View and Edit Deadlines

 

Click Sync > Add Selected

 

 

Click back and repeat until all show as green.

 

 

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