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: Apply Ruleset
- Select your state and ruleset
- No need to calculate deadlines at this step
- Instead, click on the matter name to re-open the matter menu
Step 3: Share Matter
- Open matter menu
- Choose "share matter"
- Use type ahead to choose the attorneys and staff to add to the case
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
- Click on the matter name with a flashing triangle (imported matter)
- Click Create Group
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Step 2: Apply Ruleset
- Select state and ruleset:
- Submit:
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Step 3: Share Matter
- Instead of calculating new deadlines
- Click on the matter name and open the menu
- Select "Share Matter"
- Add your users
- Note: Signed-in user & Central Docketing automatically get added when "Create Group"
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Step 4: Sync Deadlines
*Skip if you did not do the deadline import*
- 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.