This article will walk you through how to set up data governance policies in LawToolBox for any matters being created. This setting can help standardize the matters that get created in your M365
Step 1: Enable
admin.lawtoolbox.com > Firm > Settings > Data Governance Enabled
Step 2: Set Labels & Defaults
admin.lawtoolbox.com > Firm > Naming Policies > Add Prefix or Suffix
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How to set up Data Governance
Step 1: Enable
admin.lawtoolbox.com > Firm > Settings > Data Governance Enabled
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Step 2: Set Labels & Defaults
admin.lawtoolbox.com > Firm > Naming Policies > Add Prefix or Suffix
- Add title
- Set a prefix/suffix
- Set as default (optional)
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Step 3: Create Matter
LawToolBox app > + New Matter > Add Matter name > + Set naming policy
Note: If you have a default policy, it will be automatically applied
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Policy Applied:
This scenario is only visible in M365
Map:
Apply the policy to:
- Group Name (M365)
- Group Email (M365)
- Matter Name (LawToolBox)
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