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
- Matter Name > Create Group > Verify users
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