LawToolBox M365 - End User FAQ

M365 App Users Knowledge Base

FAQ - New User Quick Start Guide
GET STARTED Welcome to LawToolBox! Login to LawToolBox to get started. See below for where to start, access, training materials, helpful tips, support ...
Wed, 4 Mar, 2026 at 4:53 PM
FAQ - Microsoft Teams Quick Start Guide
This article will help you get started leveraging Microsoft Teams and LawToolBox add-in to manage your matters. In this article, you'll see how to g...
Mon, 23 Jun, 2025 at 9:53 AM
FAQ - Outlook App - How to add LawToolBox
Already see LawToolBox?  Great, your IT / M365 Global Admin enabled our add-in for you! If you don't see LawToolBox in your outlook, you can log in...
Tue, 4 Nov, 2025 at 2:21 PM
FAQ - Teams App - How to add LawToolBox
Don't see LawToolBox in Teams yet? To add LawToolBox to your ribbon follow the steps below: Click Apps Search LawToolBox  Add Pin to keep in th...
Wed, 30 Oct, 2024 at 2:30 PM
FAQ - Mobile App - How to add LawToolBox
This article will walk you through how two options : 1: How to access the LawToolBox app in Mobile Outlook  2: How to create a mobile shortcut for LawTool...
Wed, 28 Jan, 2026 at 1:29 PM
FAQ - Desktop - How to Add Shortcut LawToolBox App
This article will walk you through how to add LawToolBox as a desktop shortcut app. You can follow these steps for any website you frequently visit. Add...
Mon, 8 Jan, 2024 at 3:54 PM
FAQ - Create New Matter
To create a new matter in LawToolBox, please go to Outlook add-in, Teams app, or app.lawtoolbox.com and go to "Matters".  + New Matter Add m...
Wed, 9 Jul, 2025 at 11:11 AM
FAQ - Create a new matter with Centerbase
New matters: Use Matter Actions > Send Matter to LawToolBox All users for the "Details" Page under Responsible Attorney, Associate, and Pa...
Mon, 10 Nov, 2025 at 11:20 AM
FAQ - Create New Matter with LMS+
This article only applies to firms using the LawToolBox and SurePoint LMS+ integration.  Already a customer? If you have LMS+ reach out to surepoint@law...
Mon, 26 Jan, 2026 at 3:26 PM
FAQ - Share Matter - Add or remove users from a case
This article will walk you through how to add or remove users to new and existing matters. Additionally, we will discuss the different ways in which a user ...
Wed, 2 Jul, 2025 at 10:10 AM