LawToolBox M365 - End User FAQ
Information about how to use LawToolBox, different versions of our product, and what our product is compatible with
To share an individual deadline with an expert, witness, or client follow the steps below: Go to "View and Edit Deadlines" Option 1: Emailed ...
Thu, 21 Apr, 2022 at 10:16 AM
In LawToolBox their are two ways to attach documents to deadlines 1. Using Links 2. Attaching a file directly to the calendar invite. Option 1:...
Tue, 7 Jun, 2022 at 4:30 PM
To add a document from Litify to a LawToolBox deadline, follow the steps below: iManage > Ellipsis > Copy > Copy Link LawToolBox > Deadline &...
Tue, 7 Jun, 2022 at 4:30 PM
Best Practice: Copy and save Litify links to LawToolBox deadlines/events for one or more files or folders as emails arrive In Litify > Actions &g...
Tue, 7 Jun, 2022 at 4:31 PM
If have an attorney, who strongly prefer* to see an attached document, follow the steps below (All other users will be able to access the document link ins...
Fri, 1 Jul, 2022 at 8:22 AM
This article walks you through how to create a matter specific report. Click matter name for menu > View & Edit Deadlines > Filter (optional) ...
Fri, 1 Jul, 2022 at 8:24 AM
If your trial date has been rescheduled, but you would like to see the deadlines from the original trial date follow the steps below to see just the dead...
Tue, 7 Jun, 2022 at 4:32 PM
This article walks you through how to create a Date Range report for a specific user. DATE RANGE REPORT: Go to Reports > Select your User > Sele...
Tue, 7 Jun, 2022 at 4:33 PM
To see what cases are shared with a specific user or need to be reassigned: in your outlook add-in, Teams or app.lawtoolbox.com go to Reports > Cli...
Tue, 7 Jun, 2022 at 4:34 PM
Use this article to learn how to run an audit report across your cases for any rule change updates that may apply. Best practice is to run this report every...
Tue, 7 Jun, 2022 at 4:35 PM