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LAWTOOLBOX + ROCKET MATTER

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LawToolBox & Rocket Matter

LawToolBox and Rocket Matter have teamed up to provide a suite of leading cloud based productivity solutions for the Modern Law Firm.

LawToolBox automates rule-driven deadlines, case management orders driven deadlines, case specific deadlines, orders, appearances etc. and now adds those deadlines into your Rocket Matter Platform.

Rocket Matter® Rocket Matter’s new integration with LawToolBox allows you to import calendar dates for matters in jurisdictions all over the United States. This advanced synchronization will let you know when published deadlines change so you can stay on top of your game.

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Frequently Asked Questions

How to Enable LawToolBox and Get Started?  From the dashboard > Settings > Court Rules > Settings > then answer the questions in the wizard. Contact LawToolBox for pricing information.
Click here for short discussion.

How to configure account to select the default ruleset that will appear?  From the dashboard > Settings > Court Rules > Settings > then add every rule-set that you think you might use, and select the rule-set you want to have as the default that appears when you first calculate deadlines for a matter.
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How do you calculate deadlines for the first time on a matter?  When you are in a matter click on the “Court Rule” link in the left-hand column, then select the rule-set, identify the user you want to receive rule-change notifications, select the trigger date, and answer any other questions the wizard asks you to finish calculating deadlines.  Once the deadline chart generates, slide the switch at the top left of the deadline chart to select all the deadlines you want to add to your calendar (de-select any deadlines you don’t want), click next step, then set your preferences for how deadlines will go into your calendar and who will receive them by clicking on the blue “Bulk Setup: button on the top-right hand of the corner of the deadline chart (be sure to save your import settings for next time).
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How do you re-calculate a trigger date so that all the dependent deadlines move?  When you are in a matter click on the “Court Rule” link in the left-hand column, select “Existing Rules”,  locate the trigger date you want to re-calculate deadlines for (e.g., “Date of Trial”) and click on the edit pencil on the right-hand side.  Scroll to the bottom of the deadline chart and enter the new date, re-calculate your deadlines, then follow the instructions (above) for adding deadlines to the calendar.
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How do you calculate deadline for triggers like “Date Discovery Served” so you can track multiple instances?  When you are in a matter click on the “Court Rule” link in the left-hand column, then select the rule-set, identify the user you want to receive rule-change notifications, select the trigger date, and answer any other questions the wizard asks you to finish calculating deadlines.  When the wizard asks you for a “Trigger” look for “Date Written Discovery Served”.  Give this instance of discovery a name like “Smith ROGS on Jones”, answer any questions regarding method of service, then follow the remainder of the instructions in the wizard to calculate your deadlines and add them to your calendar.
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What kind of Deadline Reports Can I Get?  You can see a 30 day view of upcoming deadlines in the month view of the calendar (and you have week and day views too).  The matter dashboard also show you a list of upcoming deadlines
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What sets LawToolBox deadlines apart?  Rules-based deadlines is not just about entering a trigger date and calculating a deadline, its about using a system that has redundant reminders built-in, and can accommodate scheduling orders, stipulations, miscellaneous deadlines and appointments, rolling off weekends, taking different court holidays into account when counting backwards or forwards, taking method of service into account to add extra days, linking to applicable authorities, report codes and hashtags enable robust reporting, and of course whether the system makes you eligible for discounts on your malpractice premiums.
Click here for short discussion.

Combine the power of Rocket Matter’s legal practice management software with LawToolBox’s court rule and deadline management system and ensure you never miss a deadline!

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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