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(out of 1700 add-ins in market)

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LAWTOOLBOX365 & DOCUSIGN

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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

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

Jul 28, 2020

DENVER (July 29, 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.  Just like document assembly automates forms, the LawToolBox new virtual meeting module automates meetings! 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 trial. Admin Configuration.1. Before users can use templates, a firms LawToolBox admin creates “tags” to identify the role of meeting attendees.2. Next, a firms LawToolBox admin creates meeting templates for the main meeting and any common breakout rooms associated with that type of meeting, and again uses “tags” to identify the typical attendee who should attend that type of meeting: Main Meeting. 3. Now end-users are ready to get started using LawToolBox meeting templates to streamline their virtual practice and eliminate human-error! The meeting organizer can select from their meeting templates (created by the firms LawToolBox admin in step 2 above) to automatically create the main meeting in seconds. For example, a court can create a meeting for a “Hearing”. If a Microsoft Team has not been created for the case yet, LawToolBox will remind the end-user and can automatically create one.4. In a brand new case or matter, the main list of attendees has not yet been created, and roles have not yet been assigned to any of the attendees. 5. The attendee list can be quickly generated from... read more

Teams with LawToolBox versus Zoom – detailed feature comparison

Jul 28, 2020

Both Microsoft Teams and Zoom can be used to hold meetings quickly, but between the two only Microsoft Teams is integrated with LawToolBox matter management and can expand into a comprehensive collaboration solution.  In addition to the robust and unique virtual meeting module that LawToolBox has built to streamline meetings and breakout rooms through templates, there are other significant advantages to Microsoft Team with LawToolBox versus Zoom: 1.  Teams is totally configurable.  Teams can be configured for working and tracking information on specific matters, or it can be used to track general information.  Users can create Teams for a specific case or appeal, and invitees can vary depending on which Team you ae working on.  Beneath a Team, channels can be created by topic, and channels can made private, and tabs can be added extending the Team to specific documents, websites or cloud-based products.  See, Configure Microsoft Teams & LawToolBox for Legal (7 min video). 2.  Both Teams and Zoom can be used to simply start a quick meeting, but Teams also has more advanced meeting and chat features: 2.1-chat 1 to 1, 1 to many, or by any individual team/matter2.2-convert any text chat into a call or video chat2.3-you can record sessions2.4-reply to chat topics out-of-order so all communications on a topic are grouped2.5-every conversation has a complete HISTORY of communication2.6-every conversation is SEARCHABLE subject to user permissions enforced by MS2.7-any chat can be edited or deleted by owner of communication2.8-you can post screen shots2.9-you can post files2.10-post links to websites and files2.11-quickly hold meetings with external people in a team chat – video2.12-like or flag any post2.13-connect... read more

Interview with Microsoft Director re Work from Home with Microsoft Teams

Apr 14, 2020

And as part of our effort to inform clients and friends, last week we recorded an interview with Mike Ammerlaan, Director of M365 Ecosystem Marketing at Microsoft, on security features of Microsoft Teams, and tips for legal professionals working from home to get the most from Teams.  In the last part of the interview, Carol Lynn Grow, VP of Sales & Marketing for LawToolBox, also gives an overview of how LawToolBox enables legal matter management system inside of Teams: As lawyers continue to transition to work from home, LawToolBox offers free daily webinars on how to collaborate remotely using Microsoft Teams, especially when lawyers amplify Office 365 for legal by adding LawToolBox: 11 AM CENTRAL – Working from Home on Office 365 & Teams – RSVP12 PM CENTRAL – Onboarding Workshop LawToolBox & Teams – RSVP1 PM CENTRAL – Manage Matters and Collaborate in Teams – RSVP If you want more direct support, schedule a call with a LawToolBox Teams specialist to answer any questions.  We hope to see you in one of our webinars.  Let us now what we can do to help.  Stay safe! The LawToolBox Team T: 1-888-958-6657 E: support@lawtoolbox.comCase Study |  White Paper  |  Press Release | Office 365 Apps (3-min... read more

LawToolBox Integration with Microsoft Teams Enhances Matter Management and Facilitates Virtual Hearings for Courts

Apr 14, 2020

DENVER (April 28, 2020) –  In response to COVID-19 LawToolBox announces it accelerated development of new features for its award-winning app for Microsoft Teams to empower judicial and administrative courts to manage legal matters remotely with virtual hearings.  Judicial and administrative courts are looking to different technologies to get them back up and ready for hearings.  Some courts are not just looking for a short-term patch for web meeting, but they are looking for a more robust long-term solution that includes matter and file management, calendaring, and document collaboration. virtual hearings connected to matters & Microsoft Teamsmatter management across Office 365 Teams, Outlook & SharePointautomate compliance and litigation deadlinesmodern and secure collaboration for courts and the parties Types of Virtual Hearings:  The types of remote hearings that Microsoft Teams and LawToolBox can facilitate include: State, Federal and Appellate Courts, State and Federal Agency with Hearing Boards, Attorney General Offices and City Attorney Offices, Workers Compensation organizations, Unemployment Boards.  Most of these organizations already own Office 365 and because Teams comes free with Office 365 subscriptions this enables these organizations to host and live-stream remote hearings on legal matters securely using software they already own. New Features in Teams for Virtual Hearings. Microsoft has been accelerating features in Teams that facilitate remote hearings increasing the number of participants who can be viewed simultaneously on the Microsoft Teams meeting stage to 9 so attorneys can watch the expressions of all the other participants not just the person talking, custom backgrounds so judges can look like they are sitting in a courtroom, Team’s “hold” to facilitate breakout waiting rooms that allow judges... read more