This article will walk you through how to purchase LawToolBox licenses through Microsoft for existing clients. Please note, we will be moving all of our Microsoft 365 users to the Microsoft billing invoice. 


Why switch to Microsoft billing?

  • Billing comes directly through Microsoft and is managed in the same way as your other M365 products
  • Managing licenses through Microsoft gives our clients full control of the invoice
  • Add or remove licenses when onboarding or offboarding staff


Where can I place the order?

Order options (6):

Note: Feel free to reach out to LawToolBox and we'd be happy to walk through these steps with you


1. Teams Admin Center (Recommended)


2. Microsoft Teams app 



3. Microsoft Admin Center 

  • Microsoft Admin Center > Settings > Integrated Apps > Search & Buy a subscription (app source)
  • Jump to Integrated Apps > Click + Get Apps


4. Microsoft App Source


5. MSP Partner Catalogue (Recommended)

  • MSP Partner Catalogue > Search & Place order
  • Available in CSP, Pax8, Synnex (may need request access)
  • Not yet available in IngramMicro


6. Azure Marketplace 



What happens next?

Step 1: Purchase through Microsoft

  • Teams Admin Center > Teams Apps > Manage Apps > 
  • Search LawToolBox & Place an order


Step 2: Activate your subscription

  • M365 Admin Center > Billing > Your products > Apps: LawToolBox (Subscription Status: Pending) 
  • Set up an account to activate > Follow the prompts on the screen to finish account set up


Step 3: Let LawToolBox know so we can add the subscription to your existing account

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Step 1: Purchase through Microsoft 

Order: Microsoft Teams Admin Center

  1. Go to M365 Admin Portal > Microsoft Teams Admin Center
  2. Teams apps > Manage Apps > search LawToolBox
  3. Plans and pricing > Select your plan, number of users, and billing option
  4. Make sure your sold-to and billing information is correct & place your order
  5. After the product is purchased, follow the prompts to set up the firm


Teams apps > Manage apps > Search for LawToolBox 


Plans and pricing > Select License Type (Annual or Monthly) > Buy



Checkout > Quantity > Billing Account > Billing Profile

Note: Fill out this information carefully as the Billing account and profile address and zip code must match


Place the order 

Next: Set up an account 


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Step 2: Activate your subscription

Manage your LawToolBox Licenses in the M365 Admin Center


After your LawToolBox licenses have been purchased, follow these steps to activate and configure your account.

  1. Activate Subscription
  2. Set Up: Create an Account


See Your Products

M365 Admin Center > Billing > Your products > 

Apps: LawToolBox (Subscription Status: Pending)


Click on LawToolBox to set up an account and activate 

Follow the prompts on screen as outlined below

 

Graphical user interface, application, Teams

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Click on the yellow (i) ribbon “Setup account” hyperlink

 

 

Create Account

Login to the LawToolBox admin portal to set up

Graphical user interface, application

Description automatically generated

 

Accept permissions & continue


Complete the setup steps & submit

Fill in the required fields only:

Step 1 - Subscription Details

Step 2 - Firm Details

Step 3 - LawToolBox Admin User:

  • Add an email that is NOT a current user of LawToolBox
  • Or add a fake email address to finish the activation

Step 4 - Review & Submit

Close after submitting



Close the window at "Congratulations you are almost done!"

  • Do not click these prompts if you already have an account. 
  • New clients only:

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Success!


M365 Admin: Your subscription has been activated!

 

Graphical user interface, application

Description automatically generated


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How to manage licenses going forward?


Need to add more licenses? 

Come back to "Products" to add or remove licenses as needed

 

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More items to consider


1. M365 Global Admin to accept permissions

Update your permissions if you have not re-granted these in the last 6 months:

2. Training and webinars 

Share FAQ - New User Quick Start Guide with your new users

Read More: