This article will walk you through how to add or remove users to new and existing matters


1. Add/Remove existing matter:

  • My Matters > Matter Menu > Share Matter > Add or remove users
  • See step-by-step below


2. Request access to an existing matter:


3. Add/Remove to new matter:


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Step-by-step

Add/Remove user:


This view will show you everyone who is already shared on the case and allows you to modify any additional users on the matter. When creating a new matter, this is a required step when creating a case and will appear after you have selected your State and case jurisdiction.


To add a user, simply click "add"

  • They will automatically receive any deadlines that have already been synced


To remove a user, click "remove"

  • This user will no longer see any upcoming deadlines for this case and will no longer see it in their matter's list


Share Matter:


Add or remove users:

  • "Green check mark" will indicate they have been shared successfully
  • "Audit" allows you to verify who is added to the matter in LawToolBox and the M365 group
  • "Search" to refine the list of users to add someone else




Notes:


Check the audit to see who is added to the M365 group