LawToolBox Support

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...

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...

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...

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...

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...

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...

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...

Data Trends and Insights   LawToolBox provides insights and trends as aggregated and anonymized data across our user base as well as other internal insigh...

LawToolbox Matter Activation and Training Do the below steps only after the final import and final index are completed by LawToolBox Pre-requisite: M36...

LawToolBox leverages "Tasks by Planner" to assign a deadline as a task.  Microsoft has different task features LawToolBox uses the collaborativ...