LawToolBox M365 - End User FAQ
Information about how to use LawToolBox, different versions of our product, and what our product is compatible with
This article walks you through how to create a matter-specific report. For user Based reports, please see FAQ - Reports - Date Range Report Click Matt...
Tue, 18 Apr, 2023 at 2:54 PM
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. This report is available for a maximum of a one year duration Go t...
Wed, 20 Nov, 2024 at 8:29 AM
You may have noticed this pop-up ribbon in LawToolBox to enable bot notifications: This is a new feature that allows users to receive a personalized 7-day ...
Tue, 13 May, 2025 at 9:25 AM
To see what cases are shared with a specific user or need to be reassigned or closed: Go to LawToolBox in your outlook add-in, Teams or app.lawtoolbo...
Wed, 2 Oct, 2024 at 4:35 PM
In your LawToolBox you can run a report for all matters created or modified within a specific time frame. This report provides key analytics to better unde...
Mon, 29 Jan, 2024 at 4:59 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
This article will walk you through how to generate a report for all the deadlines that were changed within a specific time frame, e.g. last two weeks N...
Tue, 7 Mar, 2023 at 4:15 PM
NetDocuments can be connected as a plug-in by your LawToolBox administrator. Learn more: www.lawtoolbox.com/netdocuments/ Watch our Co-hosted Webinar: Doc...
Mon, 23 Jun, 2025 at 10:17 AM
This article walks through how to 1) connect existing LawToolBox matter to iManage and 2) create new matters liked to iManage. This integration will allow y...
Mon, 23 Jun, 2025 at 10:41 AM