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

Teams with LawToolBox versus Zoom – detailed feature comparison

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.  As courts and law firms navigate through the COVID-19 pandemic, the extensibility and benefits of Teams plus LawToolBox offer a compelling use case: 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 files you are editing to a matter conversation2.14-interact with third party... read more

Discover, Purchase, Test, Deploy and Manage LawToolBox from INSIDE Your Own Microsoft 365 Admin Center

As Microsoft starts on March 2nd rolls out a new class of apps called Microsoft 365 Apps – IT professionals can discover, purchase, test, deploy and manage LawToolBox inside their own Microsoft 365 Admin Center. This means that IT professionals will be able to purchase and manage LawToolBox in the same secure admin center they manage Microsoft services. “We are excited to be among the first Microsoft 365 Apps making it easier for IT professionals to deploy apps like LawToolBox with integrations for Outlook, for Microsoft Teams, for a browser, or for all three, with a single click from the Microsoft 365 Admin Center,” says Jack Grow, CEO of LawToolBox. What New Things can IT Pros do with the LawToolBox Microsoft 365 App? Today IT professionals can discover LawToolBox for Outlook or Teams in AppSource with the option to also purchase directly, through their Microsoft Partner, or through their Microsoft Account Executive. With the launch of the LawToolBox Microsoft 365 App, IT professionals will also be able to manage the process end-to-end from within the Microsoft Admin Center. If a firm wants to deploy all LawToolBox integrations simultaneously, they now have the tools to do so. However, if a firm isn’t ready for Teams yet, an IT Pro can initially deploy just the LawToolBox Outlook add-in, and later deploy for Teams when the timing is right. With this new method, Microsoft 365 apps fast track procurement by adding LawToolBox to the Microsoft monthly invoice while increasing trust with clients by layering LawToolBox security self-attestation alongside Microsoft’s security and privacy certifications. Press... read more

LawToolBox Most Significant Upgrade in Years!

Creates seamless experience with Outlook, Teams, SharePoint, Your Phone & the Web We’re crazy excited to share this month’s app updates, and they are huge!  There’s a lot of new info to absorb, so let us know what you think and if you have any questions.  1.  Outlook Only – Pin your LawToolBox Add-in Open.  When you open your LawToolBox Add-in in Outlook, you will see a new “pin” in the upper right-hand corner of our add-in.  This is a brand-new feature that we are one of the first companies to incorporate that allows users to pin open the LawToolBox add-in then navigate between emails without having to close and re-open the add-in saving you oodles of time! 2.  Teams App Only – Instantly Create a Microsoft Team from any LawToolBox matter.  Maybe you’re tracking 50 matters in LawToolBox, but you only have a few that are in active litigation?  When a matter heats up and you want to start actively collaborating on it in a Microsoft Team dedicated to that matter, just navigate to LawToolBox matter, click on the action menu, and then click “Create Team”.   In a matter of seconds you will be up and running with a fully provisioned Microsoft Team (that includes all the deadlines documents and notes you were managing in Outlook, SharePoint and One Note). 3.  Lots of New Features in the Admin Portal.  You’ll see lots of new switches where your firm admin can turn on and off features across your whole firm, or user-by-user.  For example, your firm admin can hide the links to the “files” if you use a different document... read more

Microsoft Blog – LawToolBox is One of the First Transactable SaaS Offers Sold through the Microsoft Commercial Marketplace

Recently, in Las Vegas, Microsoft held it’s annual partner event, Microsoft Inspire. While there, I had an opportunity to sit with partners to understand how they are approaching new features to support additional business models within Microsoft AppSource and the commercial marketplace platform. I sat down with Carol-Lynn Grow from LawToolBox, a company that delivers a deadline and matter-management SaaS for legal professionals..

read more