LawToolBox M365 - End User FAQ

Information about how to use LawToolBox, different versions of our product, and what our product is compatible with

FAQ - New User Quick Start Guide
M365 New User Quick Start Guide GET STARTED Welcome to LawToolBox! You admin users added you to the firm and you can log into LawToolBox to get starte...
Thu, 5 May, 2022 at 11:28 AM
FAQ - Add LawToolBox add-in to outlook
Already see LawToolBox?  Great, your IT / M365 Global Admin enabled our add in for you!  Don't see LawToolBox yet? To add LawToolBox to your...
Tue, 26 Apr, 2022 at 2:03 PM
FAQ - LawToolBox Reminders
LawToolBox has multiple way to remind you about up coming appointments. Day of - All-day deadline or time of day appointment in the calendar 1 day - O...
Tue, 14 Dec, 2021 at 4:42 PM
FAQ - Why is my LawToolBox Grey
If your LawToolBox is grey, no email may be selected to read. LawToolBox is an email activated add-in      Select an item to read / "Click here t...
Wed, 8 Dec, 2021 at 1:12 PM
FAQ - Matter Sync Status
MATTER SYNC STATUS:   Look for Future deadlines sync status:     Blue v Smith = All Green = SYNCED All your future deadlines have been added to your...
Wed, 3 Nov, 2021 at 1:34 PM
FAQ - Renaming a matter
Renaming a case in LawToolBox In LawToolBox select the matter that you wish to rename and go to the action menu. Select "Matter Dashboard".  ...
Fri, 1 Apr, 2022 at 12:08 PM
FAQ - When to hit Accept, Tentative or Decline a LawToolBox deadline
This article will walk you through best practices on the two types of events in your Outlook calendars 1. Deadlines all-day events that hover at the t...
Wed, 16 Feb, 2022 at 7:27 PM
FAQ - adding location and time to hearings
There are several different types of calendar entries that are available in LawToolBox. a. Trigger dates > Ellipsis > Convert b. Deadlines > Elli...
Thu, 21 Apr, 2022 at 10:21 AM
FAQ - Share a deadline with expert or client
To share an individual deadline with an expert, witness, or client follow the steps below: Go to "View and Edit Deadlines" Option 1: Emailed ...
Thu, 21 Apr, 2022 at 10:16 AM
FAQ - How to add virtual hearing link to a deadline
The below article walks through how to save a a Virtual Meeting URL to a LawToolBox deadline Go to Matter > View and edit deadline or create new >...
Wed, 13 Apr, 2022 at 1:27 PM