LawToolBox M365 - End User FAQ

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

FAQ - Calendar - Statute of Limitations reminders (SOL)
LawToolBox provides a 6 month countdown tool to generate reminders for the Statute of Limitations (SOL) expiration. This calculator is available upon reque...
Mon, 19 Jun, 2023 at 8:57 AM
FAQ - Manage - Filter options in a deadline chart
This article will walk you through multiple ways to filter your deadline chart. Click on the filter icon and filter by Date, Appointment Type, and Sync ...
Wed, 2 Oct, 2024 at 4:54 PM
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 &...
Thu, 12 Sep, 2024 at 8:53 AM
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...
Tue, 10 Sep, 2024 at 8:27 AM
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...
Mon, 17 Jun, 2024 at 3:57 PM
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 ...
Wed, 2 Oct, 2024 at 5:03 PM
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 ...
Wed, 24 Apr, 2024 at 12:00 PM
FAQ - Calendar - Recurring event for a matter
You can set a reoccurring event for a matter by following the steps below. Example:  Start date 11/12/2024 End Date 11/20/2024 Start 8am to 5pm Loca...
Wed, 5 Jun, 2024 at 12:40 PM