LawToolBox WebApp - General FAQ

External Knowledge Base articles about the web app version of LawToolBox

FAQ - Instant Sync - Getting Started
WebApp Portal: Please check if these are in place: - added as a user in LawToolBox (related article) - set up your password (reset password here) - se...
Wed, 2 Feb, 2022 at 9:59 AM
FAQ - Instant Sync - Choosing which Google Calendar(s) to sync LawToolBox Deadlines to
WebApp Portal: FAQ - Choosing which Google Calendar(s) to sync LawToolBox Deadlines to   OPTION 1: Using an existing shared Google Calendar (estimated ...
Wed, 2 Feb, 2022 at 9:56 AM
FAQ - Instant Sync - Outlook rules (Basic)
Step 1.  Create a rule to move messages from noreply@lawtoolbox.com to “ToolBox Deadlines” folder Click here for step by step instructions   Step 2. Add...
Fri, 18 Mar, 2022 at 12:01 PM
FAQ - Instant Sync - Outlook Rules (Outlook / Gmail)
WebApp Portal: WEBAPP Outlook Filer Step 1. Create a rule to move messages from noreply@lawtoolbox.com to “ToolBox Deadlines” folder Click here for step...
Fri, 18 Mar, 2022 at 12:02 PM
FAQ - Instant Sync - Adding a new user LTB
WebApp Portal: To add a new user to LawToolBox Web App Instant Sync follow the below steps     - Master Support User > Log in to Web App > Sele...
Wed, 2 Feb, 2022 at 9:56 AM
FAQ - Instant Sync - Managing Deadlines
WebApp Portal: Adding deadlines to Calendars as add/move dates: Open deadline chart > change pull down options from top of list to “add to calendar...
Wed, 2 Feb, 2022 at 9:59 AM
FAQ - Instant Sync - Removing users
WebApp Portal: This article will walk you through how to transfer cases to other users and how to delete the user when cases have been reassigned. 1....
Wed, 2 Feb, 2022 at 10:01 AM
IDSync does not update Converted triggers to appointments in Time Maters
KNOWN ISSUE For clients using LawToolBox with Time Matters IDSync, when an appointment gets converted in LTB from a deadline to an appointment at a specifi...
Mon, 17 Jan, 2022 at 2:38 PM
FAQ - Closing or Archiving a matter in WebApp
Please log into LawToolBox and select your attorney or the user who the case was created under Please note, if you see the case with initials at...
Mon, 21 Mar, 2022 at 11:25 AM
FAQ - How to set word as default for forms on Mac
How to open .rtf forms with Word on Macs Step 1.  Assemble your form in LawToolBox and follow the steps below. Step 2. Go to Downloads in "Finde...
Thu, 24 Mar, 2022 at 9:25 AM