This article will help you get started leveraging Microsoft Teams and LawToolBox add-in to manage your matters.
In this article, you'll see how to get LawToolBox Teams App, get scheduled reports, create and templatize teams, and interact with the chatbot for instant reports and case updates.
Why use Microsoft Teams:
- Collaborate on your cases
- LawToolBox as an app in Teams, outlook, or online
- Get automatic reports, analytics, and notifications for your matters
- Create a team for your matters to chat with the right team
- Instantly see the related case deadlines inside a team
- Customize your team based on a case type to automatically show desired channels, tabs, and apps
Videos:
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Step 1: Get the App for Teams
To get started, make sure you have already enabled LawToolBox for Microsoft Teams as an add-in.
You can add it yourself, or ask your IT administrator to deploy it centrally:
- App Users: FAQ - Teams App - How to add LawToolBox
- IT Admin: M365 Admin: Central Deployment for Outlook & Teams
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Step 2: Custom Notifications
Get Date Range Reports and personal analytics
- Sign up for automatic reports with our bot
- App Users: FAQ - Reports - Teams Scheduled Reports via bot notifications
- LTB Admins: Admin: Schedule Teams Reports via LawToolBox bot
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Step 3: Collaborate
Create a team for your matters
- LTB Users: Click Create Team as seen below
- LTB Admins: Admin: How to create Teams templates to get customized channels, tabs, and apps
- FAQ - Planner and Tasks for Microsoft Teams
Create Team: | Jump into a chat or a meeting: | Takes you to the team in Microsoft Teams: |
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Step 3: LawToolBox Bot, Cards and Message extensions
Get Personalized Information from the LawToolBox bot in a team, chat or app
In a team:
Add LawToolBox bot for matter deadlines, analytics and instant reports
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In the App - Interactive App Card:
My Dashboard (App) - 4-day view and Recent Matters
My Day (Bot) - all today's events on your calendar
My Week (Bot) - custom report when you need it
My Matters (App) - Links to your cases
My Day:
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Teams Bot Reports:
App Users: FAQ - Reports - Teams Scheduled Reports via bot notifications
- In the Browser App or Outlook:
- Receive 7 day reports weekly for your deadlines as a chat
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Suggested Bot Commands:
The bot will help you log in, send today's deadlines, show your matters, and send instant reports on request
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Webinar:
Get Started with LawToolBox for Microsoft Teams
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Microsoft Build: