LawToolbox Matter Activation and Training
Do the below steps only after the final import and final index are completed by LawToolBox


Pre-requisite:

M365 Admin: Import matters and deadlines into LawToolBox

 

Step 1: Activate Matter

  • Open LawToolBox and find an imported matter in "Firm Matters"
  • Click on the matter name to open the matter menu
  • Chose "create group"  

Step 2: Share Matter

  • Verify users on the matter (if imported)
  • Use type ahead to choose additional attorneys and staff to add to the case
  • Note, If you have users pinned, they will show at the top across all your cases

Step 3: Apply Ruleset

  • Select your state and ruleset
  • Run new calculations

Step 4: Sync Deadlines

  • Click on the matter name to re-open the matter menu
  • Click "View and Edit Deadlines"
  • Click Sync > Add selected for upcoming events

 

Step by step:

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Step 1: Activate Matter (Create Group)

  • Go to app.lawtoolbox.com > sign in
  • Go to "Firm Matters" if signed in as yourself
  • Stay in "My Matters" if signed in as a Central Docketing User 
  • Stay in "My Matters" or the matters where shared to you prior to the import

 

  • Click on the matter name with a flashing triangle (imported matter)

 

  • Click Create Group


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Step 2: Share matter

  • Add any additional people to the matter when needed
  • If users were added to the matters during the import, they will automatically be added


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Step 3: Apply Ruleset

  • Or click on the matter name and go to "Calculate Deadlines"

  • Select state and ruleset when you need to calculate deadlines


  • Submit:



Now, new calculation will run off the selected ruleset

If you need to update the ruleset at any point, see FAQ - Calendar - How to change a rule-set to a different court

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*Skip if you did not do the deadline import*


Step 4: Sync Deadlines 

  • Look for matters with the orange status bar (indicate future deadlines):

 

  • Click matter name to select "View and Edit Deadlines'

 

  • Click Sync > Add Selected

  • Repeat for all matters to show as green: