Manage cases, clients, and calendars in M365

Make your work easier with LawToolBox matter management in Microsoft Outlook, Teams and SharePoint.

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Works with Windows and Mac

LawToolbox is a cloud-based app so you can work anywhere from any device.

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LawToolBox automatically creates an M365 matter with it's own: 

Outlook Calendar, OneNote, SharePoint site for folders & files in the cloud, OneDrive for folders & files on your desktop, and Microsoft Team for collaboration

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Transform M365 with award-winning features

Extend your capabilities with powerful tools for legal professionals. Get the #1 legal add-in built directly in Microsoft Teams, SharePoint, and Outlook.

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Document management - DMS in m365

Organize all of your emails, files, notes, and deadlines by matter across M365 apps

Create shared workspaces, save emails from Outlook, search files across your entire M365 tenant, and more.

Contact management in m365

Client intake, onboarding, and contact management

Easily create new matters, meetings, appointments, and contacts from your Outlook inbox then save files and emails to the related matter. Centralize everything in seconds with LawToolBox matter management.

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Automated Legal Calendaring

Calculate and calendar deadlines automatically

Sync rules-based deadlines to your calendar instantly and connect to your case management platform, DMS, time and billing software, and more.

Make your work easier in seconds

Start a free trial - no credit card required.

Award-winning features added in M365 for matter management

Expanded file search

Search across your entire Office 365 tenant for key documents you've received

Manage files from Outlook

Save emails and documents to Teams and SharePoint

Bulk upload contacts or add from email

Bulk upload contacts from your old CMS or add contacts from Outlook

Access from anywhere

Easily access matter and files from Outlook and Teams, any browser, or your phone.

Automated folder structures

Use templates to provision practice specific folders and files for new matters

Share confidential documents

Enable clients or witnesses to securely share confidential exhibits & information

Automated Microsoft Teams channels

Automatically create channels when you provision a Team for your matter

Auto-assemble attendee lists for virtual events

Automatically create events and breakout rooms with one click.

Manage matters easier than ever

Everything you need in one place.

Create a shared inbox, document folder structure, calendar, and notebook for each matter in Microsoft 365.

“This announcement further demonstrates how collaboration can lead to increased levels of efficiency and productivity with the right technology in the workplace. This tool will provide great opportunity for modern lawyers as they look to optimize their businesses in our increasingly digital world.”

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Cindy Bates
VP of US SMB for Microsoft

“Together, Microsoft Office 365 and LawToolBox enhance collaboration, automate litigation workflow, and increase productivity of legal professionals…We have been impressed by how fast LawToolBox has moved to leverage our new app model for Office and look forward to seeing future integrations with our legal-focused Office 365 initiatives.”

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Nishan DeSilva
Senior Director, Microsoft’s Legal and Corporate Affairs

LawToolBox Partner of the Year Award
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More than case management software

LawToolBox matter management system is a robust solution for law firms and legal departments.

12 Benefits of Matter Management Software: Legal Document Organization and Collaboration

Many attorneys are switching over to matter management software in order to make their lives easier. Matter Management is a comprehensive system for managing any type of case, whether it be litigation or not. It contains document organization, contact management, and collaboration tools which make the process much more efficient than traditional case management. 

  1. Matter management can be used for any kind of case, not just litigation.
  2. Matter management is able to collect and organize all types of documents.
  3. Matter management makes collaboration between attorneys smooth and efficient.
  4. Matter management reduces the number of emails sent back and forth between parties because everything is contained in one place. Emails are not required to send documents or share information.
  5. Matter management increases productivity because you don’t have time to waste searching for lost files. Everything is in one place, which makes it easier and faster to find what you are looking for.
  6. Matter management can be used by any size law firm at a fraction of the cost of other case management systems.
  7. Matter management keeps all case information in one place, which can be accessed at any time to view past and present documents. This makes it easy to share important information with your team members.
  8. Matter management is a much more efficient way of working when you have many people from different law firms collaborating on the same cases because everything is contained in one place. Everything you need to know about the matter can be accessed at any time, whether it’s billing information or case updates.
  9. Matter management creates a central hub for all your case documents so that nothing gets lost and everyone in the team knows where everything is at all times.
  10. Matter management systems have built-in workflows so that matter management is able to create and manage document production processes for you.
  11. Matter management allows users to customize the software, which means it can be used with any type of case. It’s not just limited to litigation like some other systems on the market today.
  12. Matter management is able to integrate with cloud storage solutions so that you can access documents from anywhere. This makes it easier for everyone in the team to work remotely on any case at any time. You don’t have to worry about being tied down by files in the matter management software.

It’s hard to manage cases, clients, and calendars when you are juggling multiple tasks. LawToolBox will help make your work easier by letting you keep everything in one place. If you are interested in matter management software, click here for a free demo of LawToolBox.