On March 28th, LawToolBox released the ability to add customized deadline labels in LawToolBox.


On March 19th, LawToolBox released the below user configurations to customize user access in LawToolBox and Outlook synchronization preferences. 


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3/28/25 New Custom Labels:

FAQ - Edit - Add labels to your deadlines




3/19/25 New shared users:

FAQ - Share Matter - Add or remove users from a case



  1. Full access user (default) 
    • Full edit rights & deadlines on
    • Docketing staff, paralegals, legal assistants
    • Share Matter > "Add"
  2. View only user (attorney) 
    • Revoked edit rights & deadlines on 
    • Associate Attorney, Attorneys
    • Admin > "Editor Rights" off
  3. Lead attorney user (new) 
    • Custom edit rights & deadlines on/off
    • Partner, Lead Attorney, Responsible Attorney
    • Share Matter > "Lead"
  4. No Sync user (new) 
    • Custom edit rights & deadlines off
    • Legal Assistant, Research Assistant, Drafting Paralegal
    • Share Matter > "Add (No Sync)"
  5. External User (coming soon) 
    • No edit rights, view only
    • Outside counsel 


See More Detail:


Full access user (default)
  • In LawToolBox, this user has full access to the matter
  • In Outlook, have all deadlines and events added
  • M365 Admin - group owner/member or member
  • Admin: Edit User Settings & Permissions
  • e.g. Docketing User, Paralegal, Legal Assistant

Admin:App:
View only user (attorney)
  • In LawToolBox, have view only access to the matter
  • In Outlook, have all deadlines and events added
  • M365 Admin - group owner/member or member
  • Admin: Edit User Settings & Permissions
  • e.g. Associate Attorney, Attorneys

Admin:
App:
Lead attorney user (new)
  • In LawToolBox this user have full visibility
  • In Outlook, can chose to sync or not sync all deadlines
  • M365 Admin - group owner or owner/member or member
  • M365 Admin: Set up deleted group alerts
  • e.g. Partner, Lead Attorney, Responsible Attorney

Admin:
App: 
No Sync user (new)
External User (coming soon)
  • Share matters as view only for external users (outside the LawToolBox account)
  • Have a LawToolBox login for matter view
  • No deadlines in outlook
  • M365 Admin - no group access
  • e.g. Outside counsel



See more:

Admin: LawToolBox User Roles

Admin: Edit User Settings & Permissions

Admin: Central Docketing User & Practice Calendar



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