LawToolBox M365 - End User FAQ

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

FAQ - Renaming a matter
Renaming a case in LawToolBox In LawToolBox select the matter that you wish to rename and go to the action menu. Select "Matter Dashboard".  ...
Fri, 1 Apr, 2022 at 12:08 PM
FAQ - Matter Tags & Practice Areas
To tag your matters with specific practice areas or keywords:  Click on the "Matter Name" to open "Matter Action Menu".  Scroll to &qu...
Tue, 7 Dec, 2021 at 1:27 PM
FAQ - Closing a LawToolBox Matter (Basic)
How to close a case in LawToolBox To close a matter in LawToolBox click on the matter name to launch matter menu. Click on the last item in the action men...
Tue, 25 Jan, 2022 at 4:18 PM
FAQ - Closing, Renaming Matters and Groups in LawToolBox (Advanced)
This article will explain how to close a case in LawToolBox, deleting or hiding the group in Office 365, and setting up a new matter with same or similar na...
Thu, 21 Apr, 2022 at 9:55 AM
FAQ - Removing groups from Teams
This article will walk you through how to manage your LawToolBox created teams in Microsoft Teams. In LawToolBox if there is a group that is showing up ...
Fri, 18 Feb, 2022 at 4:40 PM
FAQ - Canceled calendar filter
Do you see canceled deadlines in your calendar?  Enable a filter to hide them by following the instuctions below or  Watch step by step video for calend...
Tue, 7 Jun, 2022 at 5:38 PM
FAQ - Why does my deadline say cancelled in outlook
If you see canceled deadlines in your calendar please enable a filter to hide them See related article
Fri, 1 Jul, 2022 at 8:40 AM
FAQ - Inbox - Outlook rules filter examples
This article will show you examples of what the Outlook rule is filtering into your LTB Deadlines folder.  If you see any of the examples below, please che...
Tue, 7 Jun, 2022 at 5:35 PM
FAQ - Contacts - Add Contacts in a matter
Here is how to manage contacts in mattes in LawToolBox: Within a matter from an email or search database Within contacts through the waffle menu (see rel...
Tue, 7 Jun, 2022 at 5:33 PM
FAQ - Contacts - Adding a contact to LawToolBox
If you are looking to add a contact, but not ready to associate it with a matter yet, follow the steps below. Menu > Contacts > Add from Outloo...
Tue, 7 Jun, 2022 at 5:34 PM