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 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
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
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
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...
Mon, 23 Jun, 2025 at 10:35 AM
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
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, 25 Feb, 2025 at 10:52 AM
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
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...
Mon, 23 Jun, 2025 at 11:04 AM
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
LawToolbox Matter Activation and Training Do the below steps only after the final import and final index are completed by LawToolBox Pre-requisite: M36...
Mon, 23 Jun, 2025 at 10:06 AM