LawToolBox M365 - End User FAQ

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

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 Dropbox - How to add document to a deadline
The below article walks through how to save a Dropbox URL to a LawToolBox deadline via "add link" and "add notes" This feature can b...
Thu, 18 Jan, 2024 at 5:20 PM
FAQ - Archive - Closing and re-opening a LawToolBox matter
How to close a case in LawToolBox To close a matter in LawToolBox click on the matter name to launch the matter menu. Click on the last item in the action...
Wed, 22 Mar, 2023 at 3:20 PM
FAQ - Archive - Removing groups from Teams
This article will walk you through how to manage your LawToolBox-created teams in Microsoft Teams. We will talk about impacting of deleting or hiding the g...
Tue, 26 Mar, 2024 at 5:53 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, 26 Mar, 2024 at 5:04 PM
FAQ - Add the firm or practice calendar to outlook
To see a practice calendar or a firm calendar follow these steps from a Microsoft support article Your IT can also send this calendar to all users and auto...
Thu, 1 Feb, 2024 at 4:16 PM
FAQ - Manage - Matter level tags and labels
LawToolBox has a feature to include a matter tag for common groupings.  To set up a tag for your matter follow these steps: Click on the matter name t...
Thu, 1 Feb, 2024 at 12:27 PM
FAQ - Manage - Data Trends and Analytics
Data Trends and Insights   LawToolBox provides insights and trends as aggregated and anonymized data across our user base as well as other internal insigh...
Wed, 29 Mar, 2023 at 10:55 AM
FAQ - Manage - Create a group for a case
One-time creation of a Matter in LawToolBox for Office 365 > click “create group” This article will walk you through how to create a group for a matt...
Tue, 3 Oct, 2023 at 8:00 AM
FAQ - Activating Imported Matters and Deadlines
LawToolbox Matter Activation and Training Do the below steps only after the final import and final index are completed by LawToolBox Pre-requisite: M36...
Thu, 12 Sep, 2024 at 9:50 AM