LawToolBox M365 - End User FAQ

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

FAQ - Share a deadline with expert or client
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
FAQ - DMS Attaching Documents in LTB
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
FAQ - DMS iManage - How to add document to a deadline
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
FAQ - DMS Litify - How to add a document to a deadline
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
FAQ - DMS Server - How to attach a PDF for an attorney
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
FAQ - Reports - Matter report
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
FAQ - Reports - Matter Report (trial deadlines only)
  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
FAQ - Reports - Date Range Report
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
FAQ - Reports - Matter sharing report
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
FAQ - Reports - Ruleset change report
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