New matters:

Use Matter Actions > Send Matter to LawToolBox


All users for the "Details" Page under Responsible Attorney, Associate, and Paralegal fields get synced to LawToolBox as shared users


Visit the LawToolBox Tab:

On this page you can assign your state and jurisdiction

Add additional users (Legal Assistants, etc.)

Calculate deadlines and add miscellaneous events

  • If you use NetDocuments, follow the prompt in LawToolBox to attach to the related workspace
  • If you use SharePoint, the documents will be automatically connected to your Centerbase DMS



Step-by-step:



Step 1: Create Matter

Centerbase  > Matter Actions > Send matter to LawToolBox

Details that get sent to LawToolBox:
  • Matter name
  • Client number
  • Matter number
  • Case number  
  • Users 

Centerbase users sent to LawToolBox


User Details that get sent to LawToolBox:

  • Responsible Attorney
  • Associate
  • Paralegal 
  • Additional users can be added from LawToolBox


"Create Group" in the LawToolBox Tab

Allows you to share any additional users if needed   





Step 2: Set up the Calendar

Click "Add Calculation"

Access through the menu or the quick step button


+ Calculate:

Or click the matter name:		Change matter from default "General Matters - Unassigned (Select Later)" to a state & ruleset jurisdiction of your choice

Assign state and ruleset


Your Centerbase and LawToolBox matters are now linked!
Continue calendaring inside Centerbase or app.lawtoolbox.com
FAQ - Calendar - Calculate deadlines

  

More:

FAQ - Share Matter - Add or remove users from a case

FAQ - Calendar - Calculate deadlines