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
Feature Update 12/6/2024: We have enabled a recycling bin concept to help easily recover deleted deadlines.  This will be visible in the matter men...
Wed, 11 Dec, 2024 at 8:55 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 deadlines that need to remain on the original...
Thu, 5 Dec, 2024 at 3:00 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