This article only applies to firms using the LawToolBox and SurePoint LMS+ integration.
Already a customer? If you have LMS+ reach out to surepoint@lawtoolbox.com to learn more about the integration and how to enable it for your organization.
Below you will see how to activate new matters for LawToolBox, as well as how to see deadlines in your LMS+ portal for existing cases
To verify your integration is enabled you will no longer see the "New Matter" button in the LawToolBox app
Yes, LMS+ Integration is activated | No, LMS+ Integration is not activated |
Step 1:
Once a new matter has been opened in LMS+
Go to LMS+ Home to locate the "LawToolBox Docketing" tile under IPMS
Pro Tip: Use "Control + F" to search in your browser window to quickly find LawToolBox
Help: Don't see the LawToolBox Docketing? Make sure IPMS are enabled in your LMS+
Step 2:
Search and click "View Deadlines" to create a LawToolBox record
If a LawToolBox record already exists, you will see upcoming deadlines for the matter
Note:
If you imported your matters to LawToolBox, check to see if your accounts have been mapped between LTB & LMS
Option A: Brand New Matter
In the LMS+ Portal, the "View Deadlines" will activate this matter for LawToolBox
Note: Not all LMS+ Matters need a LawToolBox record, so you only need to click this when the matter needs to be sent to LawToolBox
Once you click " View Deadlines" in the screen below, you can click "Create Group" and assign appropriate users to the matter. This will allow them to see this case, as soon as they log into LawToolBox under "My Matters" view.
If you chose to not assign the matter at this stage, your users can locate it under "Firm Matters" in LawToolBox
This will make the matter appear in LawToolBox at the "Firm Matter" level in LawToolBox
Next, an LMS+ user or a LawToolBox user can access the matter and click "Create Group" to share the case with the attorneys and staff working the case and begin tracking deadlines
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Option B: Connected Matters
Matter Deadlines in LawToolBox Outlook App:
Matter Deadlines in SurePoint LMS+ app:
