LawToolBox M365 - End User FAQ

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

FAQ - Edit - Add labels to your deadlines
This article will walk you through how to modify entries in your deadline chart with a label. Matter menu > View & Edit Deadlines > ellipsis &...
Mon, 11 Dec, 2023 at 6:09 PM
FAQ - Edit - Add location and time to hearings
Several different types of calendar entries are available in LawToolBox. Our system has trigger dates and the related deadlines, as well as appointment-type...
Thu, 18 Jan, 2024 at 6:01 PM
FAQ - Edit - Add link to a deadline (Zoom, WebEx, etc.)
The below article walks through how to save a Virtual Meeting URL to a LawToolBox deadline via "add link" and "add notes" This featu...
Thu, 18 Jan, 2024 at 4:52 PM
FAQ - Edit - Add notes to deadlines
This article walks you through how to add a custom note to any deadline, trigger date or appointment.   "Ruleset Notes" have 1500 available char...
Tue, 21 Feb, 2023 at 10:31 AM
FAQ - Calendar - Mini Calculator to move or extend a deadline
This article will show you how to use a +/- feature as a calculator for moving your deadlines a specific number of days. Use this feature for 7-day extensio...
Fri, 24 Mar, 2023 at 10:34 AM
FAQ - Calendar - Delete multiple deadlines
Before deleting deadlines, check to see "Does the deadline apply to the case?"  No = Delete (Remove from the matter completely) Maybe = Unsync ...
Mon, 3 Apr, 2023 at 11:06 AM
FAQ - Calendar - Trial Date continued, some deadlines remain
FAQ: When a Trial Date has been continued, but some deadlines remain with original trial date   If there are deadline that need to remain in the original ...
Tue, 7 Jun, 2022 at 5:32 PM
FAQ - Calendar - Recurring event for a matter
You can set a reoccurring event for a matter by following the steps below. e.g  Start date 11/12/2023 End Date 11/20/2023 Start8am to 5pm Location: Cor...
Thu, 23 Mar, 2023 at 2:23 PM
FAQ - Calendar - Share a deadline with expert or client
To share an individual deadline with an expert, witness, conference room or client follow the steps below: For people who are outside your firm or organ...
Thu, 18 Jan, 2024 at 4:51 PM
FAQ - Reports - Matter report
This article walks you through how to create a matter-specific report.  For user Based reports, please see FAQ - Reports - Date Range Report Click Matt...
Tue, 18 Apr, 2023 at 2:54 PM