LawToolBox M365 - Microsoft Admins FAQ

M365 IT Admin Users Knowledge Base

M365 Admin: Set up deleted group alerts
This article will walk you through how to set up alert policies for monitoring deleted groups that may impact your LawToolBox cases.  Step 1: Set up Ale...
Thu, 9 Feb, 2023 at 11:08 AM
M365 Admin: Access to Calendar to see all event details
The purpose of this article is to grant permissions for the Central Docketing user's calendar.  These steps could also be used if you need to see an at...
Tue, 22 Jul, 2025 at 1:57 PM
M365 Admin: Legal Department Group Creation Policies
FAQ: Adding designated LawToolBox Users to an M365 Security Group with “create Groups” permissions Many of our corporate legal department clients and some ...
Mon, 21 Nov, 2022 at 12:25 PM
M365 Admin: Pax8 portal purchase LawToolBox
In the Pax8 portal search LawToolBox and select the option for the SKU that corresponds with your client. Please reach out to your Pax8 representative to ge...
Mon, 21 Apr, 2025 at 9:34 AM
M365 Admin: Undeliverable / Bounced Group Email
NOTE: If you have enabled a 3rd party spam filter please scroll to the bottom of this FAQ for resolving issues with the onmicrosoft.com domain email. ...
Thu, 9 Nov, 2023 at 10:51 AM
M365 Admin: Import matters and deadlines into LawToolBox
This article will walk through getting your data ready to import matters and deadlines into LawToolBox.  Important notes: An account must be create...
Mon, 30 Sep, 2024 at 11:00 AM
M365 Admin: Groups created by LawToolBox and Data Governance
This article will explain LawToolBox groups get created in your (client) M365 tenant . Every matter created by LawToolBox will have a corresponding M365...
Tue, 11 Mar, 2025 at 8:38 AM
M365 Admin: Purchase & Activate subscription for existing clients through Microsoft
This article will walk you through how to purchase LawToolBox licenses through Microsoft for existing clients. Please note, we will be moving all of our Mic...
Tue, 19 Mar, 2024 at 9:55 AM
Inbox Rules (all users) - Desktop Outlook
*Recommended - M365 Admin: Mail Flow rules Filtering notification is a required step. Mail Flow rules apply to all users, the below rules apply per person ...
Mon, 19 Jun, 2023 at 9:11 AM
Admin: Upgrading to LTB 365 from the Classic LawToolBox
If your firm has been using LawToolBox via our classic web app and have Office 365 you qualify to upgrade to our M365 version of LawToolBox. Part 1: Admin...
Tue, 8 Jul, 2025 at 3:02 PM