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
GET STARTED Welcome to LawToolBox! Login to LawToolBox to get started. See below for where to start, access, training materials, helpful tips, support ...
Wed, 27 Nov, 2024 at 12:01 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, 8 Jan, 2024 at 3:20 PM
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, 23 Jul, 2024 at 9:19 AM
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 to create a mobile shortcut for LawToolBox on your mobile device as a Progressive Web Application (PWA).  iPhone or...
Mon, 8 Jan, 2024 at 3:43 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...
Thu, 25 Jul, 2024 at 8:25 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, 7 Oct, 2024 at 12:57 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 1. Add/Remove existing matter: My Matters > Matter Menu &...
Wed, 27 Nov, 2024 at 11:08 AM
FAQ - Sync - Matter Sync Status
This article will walk you through how to quickly review your matters and verify deadlines have been synced to outlook. In the LawToolBox add in or in a...
Wed, 2 Oct, 2024 at 9:45 AM