New matters:

Use Matter Actions > Send Matter to LawToolBox


All users for the "Details" Page under Responsible Attorney, Associate, and Paralegal fields get synced to LawToolBox as shared users


Visit the LawToolBox Tab:

On this page you can assign your state and jurisdiction

Add additional users (Legal Assistants, etc.)

Calculate deadlines and add miscellaneous events

  • If you use NetDocuments, follow the prompt in LawToolBox to attach to the related workspace
  • If you use SharePoint, the documents will be automatically connected to your Centerbase DMS



Step-by-step:

Click "Add Calculation"


Assign state and ruleset


Verify users (auto redirect)


Note: Please wait on the user screen until pop-ups are resolved:


Sync deadlines

Click matter name > Deadline Chart

Click Sync > Add Selected




  

Note:

If you see all matters in the LawToolBox tab, the matter has not been sent yet


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

FAQ - Calendar - Calculate deadlines