LawToolBox M365 - End User FAQ

M365 App Users Knowledge Base

FAQ - Calendar - Trial Date continued, some deadlines remain
FAQ: When a Trial Date has been continued, but some deadlines remain with original trial date   If there are deadlines that need to remain on the original...
Wed, 5 Nov, 2025 at 9:53 AM
FAQ - Calendar - Recurring event for a matter
You can set a reoccurring event for a matter by following the steps below. Example:  Start date 11/12/2024 End Date 11/20/2024 Start 8am to 5pm Loca...
Wed, 5 Jun, 2024 at 12:40 PM
FAQ - Reports - Matter report
This article walks you through how to create a matter-specific report.  For user Based reports, please see FAQ - Reports - Date Range Report Click Matt...
Tue, 18 Apr, 2023 at 2:54 PM
FAQ - Reports - Matter Report (trial deadlines only)
  If your trial date has been scheduled, but you would like to see the deadlines related to Trial only. Trial Dates for a matter Trial Dates for all mat...
Wed, 5 Nov, 2025 at 8:56 AM
FAQ - Reports - Date Range Report
This article walks you through how to create a Date Range report for a specific user. This report is available for a maximum of a one year duration Go t...
Wed, 20 Nov, 2024 at 8:29 AM
FAQ - Reports - Teams Scheduled Reports (Automated 7-day Date Range Report)
You may have noticed this pop-up ribbon in LawToolBox to enable bot notifications: This is a new feature that allows users to receive a personalized 7-day ...
Mon, 26 Jan, 2026 at 9:33 AM
FAQ - Reports - Matter sharing report
To see what cases are shared with a specific user or need to be reassigned or closed: Go to LawToolBox in your outlook add-in, Teams or app.lawtoolbo...
Wed, 2 Oct, 2024 at 4:35 PM
FAQ - Reports - Matter Report for Created or Modified
In your LawToolBox you can run a report for all matters created or modified within a specific time frame. This report provides key analytics to better unde...
Mon, 29 Jan, 2024 at 4:59 PM
FAQ - Reports - Modified Deadlines
This article will walk you through how to generate a report for all the deadlines that were changed within a specific time frame, e.g. last two weeks  N...
Tue, 7 Mar, 2023 at 4:15 PM
FAQ - DMS NetDocuments - LawToolBox plugin
NetDocuments can be connected as a plug-in by your LawToolBox administrator. Learn more: www.lawtoolbox.com/netdocuments/ Watch our Co-hosted Webinar: Doc...
Mon, 14 Jul, 2025 at 11:12 AM