Document Management

Document Management

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

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

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

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

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

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

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...
Teams with LawToolBox versus Zoom – detailed feature comparison

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.  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...
Interview with Microsoft Director re Work from Home with Microsoft Teams

Interview with Microsoft Director re Work from Home with Microsoft Teams

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...

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