LawToolBox365 & DocuSign

Matter-Based Deadlines, Documents and
Digital eSignatures inside Office 365

LawToolBox and DocuSign have teamed up to provide a suite of leading cloud based security and productivity solutions for the Modern Law Firm, built upon Microsoft Office 365 – the familiar top-of-the-line set of productivity tools.

Modern Cloud Services that Work Together

LawToolBox365, as Outlook add-in, is integrated with Office 365 and creates a matter-based backbone inside Outlook allowing legal professionals to manage deadlines from beginning to end without ever leaving their Outlook Inbox.

DocuSign® is changing how business gets done by empowering more than 250,000 companies and 100 million users in 188 countries to sign, send and manage documents anytime, anywhere, on any device, with confidence. DocuSign replaces printing, faxing, scanning and overnighting paper documents to transact business. DocuSign enables organizations of every size, industry and geography to make every decision, approval, workflow and signature fully digital. DocuSign and Go to keep life and business moving forward. (click here for 1-min video)

Microsoft Office 365, the fastest growing commercial product in the history of Microsoft, fits the way you work. Using the familiar Office apps you know and the power of the cloud, Office 365 lets you work virtually anywhere, anytime, across your devices.

Office 365 BLOG

Document Management

Nov 3, 2020

LawToolBox document management for Outlook and/or Teams is seamlessly integrated with our rules-based deadline solution, and leverages the secure Microsoft 365 and SharePoint platform to deliver an easy-to-use DMS system. Features include: (1) configuring your LawToolBox to automatically create channels when you use LawToolBox to provision a Team for your matter (2) using templates to provision practice specific folders and files for new matters (3) saving emails and documents to Teams and SharePoint (4) accessing matter folders and files from Outlook, Teams, any browser or your phone (5) leveraging SharePoint file version control or checking files in or out (6) using the LawToolBox Virtual Meeting Module to enable clients or witnesses to securely share confidential exhibits and information (7) using robust search features to look across your entire Office 365 tenant for key documents you have been given access to If you want to use a powerful platform like NetDocs to manage documents instead, your LawToolBox firm admin can configure your firm to hide the LawToolBox enabled SharePoint DMS and instead point to the third-party solution. It’s powerful, robust, easy-to-use, and just plain cool... read more

LawToolBox Adds “Easy Button” for Custom Breakout Rooms and File Sharing in Microsoft Teams for Virtual Court and Depositions

Oct 8, 2020

Courts, legal departments and law firms can create roles-based templates for court hearings, arbitrations, depositions, Rule 26(f) meetings, client Intake, and more When the Coronavirus hit, we shifted resources to deliver state-of-the-art solutions to help attorneys, legal aid, court reporters and courts get back to work” – LawToolBox DENVER (PRWEB) AUGUST 03, 2020 LawToolBox announces an “easy button” in Outlook and Microsoft Teams enabling LawToolBox users to create their own custom templates to quickly construct virtual meetings for any business activity they routinely perform. For example, with a few clicks legal professionals can send out customized meeting invites for client intake, working sessions with clients and witnesses, Rule 26(f) meetings to confer with opposing counsel, depositions, arbitrations, ADR or settlement conferences, court hearings, and even trials. Configure Meeting Templates Courts, court reporters, mediators, agencies and law firms are not just looking for a short-term patch for video meetings, but they are looking for a way to leverage Microsoft Teams because many of them already own it, and they trust the hardened Microsoft security platform to protect their data. The “virtual meeting module” that LawToolBox has added to its suite of products transforms Teams into a customized solution for legal by empowering users to create meeting templates, to assign roles to attendees so that the attendee list for breakout rooms can be automatically constructed, and to automate the creation of a Teams channel to save and organize meeting transcripts, videos, communications, and files. LawToolBox users assign “roles” to meeting attendees in the case or matter (such as attorney, witness, party, or judge) and LawToolBox uses these roles to automatically build attendee lists with... read more

PODCAST – Managing Legal Matters With Microsoft Teams. LawToolBox Helps Manage Legal Matters with Microsoft Teams

Sep 22, 2020

Presented by Carol Lynn Grow, Robert J. Ambrogi & Mike Ammerlann As the COVID-19 pandemic has forced legal professionals to work remotely, many are scrambling to find the best tools and technology to help them manage their legal matters and continue to closely collaborate with their colleagues. While many law firms already use Microsoft Office 365, fewer are as familiar with its core collaboration tool, Microsoft Teams. Our guests for this episode of LawNext believe that Teams is a powerful tool for lawyers working from home and one that can effectively serve as a full matter-management platform for law firms and legal departments, entirely within Office 365. They are: Mike Ammerlaan, director, M365 Ecosystem Marketing.Carol Lynn Grow, vice president of marketing and sales, LawToolBox. Ammerlaan and Grow will explain why they see Teams as a powerful tool and discuss how lawyers can use Teams for collaboration, conferencing and case management. As a supplement to this episode, Ammerlaan and Grow recorded a video demonstrating the features and capabilities of Teams for legal professionals. Podcast Link:... read more

LawToolBox Automates Breakout Rooms for Microsoft Teams to Facilitate Virtual Court Hearings

Jul 28, 2020

Legal professionals can quickly configure meetings for hearings, depositions, sidebars, and confidential meetings. DENVER (PRWEB) MAY 28, 2020 LawToolBox announces a new feature that automates “breakout rooms” for Microsoft Teams, enhancing virtual meetings for Teams specifically for court hearings and depositions. As courts and litigants adjust to the Coronavirus pandemic, the new reality is setting in that there has already been an irreversible shift to conduct much of the courts business virtually. Microsoft Teams delivers high-quality video conferencing and lets everyone in the proceeding see and discuss documents and exhibits clearly, easily and securely. Microsoft has rolled-out new features that will improve virtual hearings in Microsoft Teams including: (1) nine panel 3 x 3 camera view of web conference, (2) ability to raise hand to get court and counsel attention without interrupting proceedings, and (3) custom backgrounds. And because Microsoft stores client data in secure data centers, even courts in the government cloud with strict oversight and security policies can safely manage hearings. However, Teams out-of-the-box has been missing one-click break-out rooms. With its new release, LawToolBox has automated the creation and configuration of the hearings with breakout rooms for sidebars with the court, attorneys and pro se parties; as well as breakout rooms for confidential and secure meetings between attorneys and their clients: MAIN EVENT – HEARING. While court personnel can be automatically admitted to proceedings, external user like attorneys, parties and witnesses will sit in a waiting room until admitted to the proceeding by the court clerk. This proceeding can be recorded by the clerk and transcribed by Teams, but the recording will only be available to the court after... read more

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