We have a new feature that automatically enrolls your firm for automatic deadline auditing to ensure your outlook events match your LawToolBox entries.
Step 1: Identify
Look for your "Firm Calendar" / "Docketing User" email address
Note: This is a special user who is automatically added to all matters and deadlines for your firm.
Step 2: Log in to admin.lawtoolbox.com
This user needs to login to admin.lawtoolbox.com with the "Docketing User" M365 email and password to authenticate. Recommended to use an "Incognito" window to avoid profile conflicts.
Note: Your IT can follow these steps or reset the password and provide you with the login credentials.
Note: Logging in, allows this user to become a dedicated "audit" user
Step 3: Go to Firm > Firm Profile
Under the firm profile designate your Central Docketing user as the Dedicated sync user.
Hit save and accept the token authorization
Step 4: Confirm
Reply to your LawToolBox ticket to validate the "Docketing user" has logged in so the audit can be scheduled overnight for you.
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Step 1: Identify
Look for your "Firm Calendar" / "Docketing User" email address
Look for a user with a red "docketing user" tag
Look for a user that can't be removed
Step 2: Log in
Recommended in "New Incognito Window"
open app.lawtoolbox.com and click "log in"
do not use the admin portal
Step 3: Success!
Please let your LawToolBox team know when you are successfully logged in so we can schedule your resync
Simply reply to your helpdesk@lawtoolbox.com email
Step 4: Dedicated Sync User
admin.lawtoolbox.com under "firm profile" to save the correct user (auto-populates)
Save and Accept the Token Usage
If you noticed deadlines in LawToolBox as "correct", but your Outlook shows an outdated event, please follow the steps below to enroll in a sync audit tool to ensure LawToolBox can automatically address the problem events.