LawToolBox M365 - End User FAQ
Information about how to use LawToolBox, different versions of our product, and what our product is compatible with
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
LawToolBox leverages "Tasks by Planner" to assign a deadline as a task. Microsoft has different task features LawToolBox uses the collaborativ...
Mon, 23 Jun, 2025 at 10:44 AM