LawToolBox Deadlines & Matter Management - Outlook

This add-in leverages a variety of Microsoft products to create a unique and important tool for legal professionals to manage case-specific and rules-based deadlines for litigation and corporate legal. From an easy-to-use and intuitive interface, users set up a LawToolBox matter or case in Microsoft Outlook. The add-in seamlessly creates a Microsoft Group, including a SharePoint Site, document folders, OneNote, group calendar, and shared inbox. Users can also select the "basic set-up" to manage deadlines without creating a Group or SharePoint site. Personnel can share the matter to any user in their firm. Calculate deadlines based on the rules (e.g., the rules of civil procedure in state or federal court across the US and even outside the US) and the users Outlook calendars are automatically updated for all members:

• Use a rule-set or choose “general matters” for basic calendaring

• Calculate litigation, administrative, regulatory or custom deadlines

• Add, update, or remove case-specific deadlines and events

• Track a history of who made every change, and when they made that change

• Update team member Outlook calendars as deadlines and users change

• View, email, download reports

• Generate reports by matter, user, team, firm, recent, upcoming, or hashtags

• Auto docket deadlines as PACER emails arrive (outlook only)

• Instantly save emails with attachments to matter in SharePoint (outlook only)

• Collaborate on specific matters or cases with experts, co-counsel or clients

• Create a document folder, OneNote, shared Inbox, calendar (optional)

• Use AI to suggest Outlook contacts to tag as experts or parties for matters

• View analytics on average length of matters and motions

• Delve insights on people you work with most and co-worker’s case activity

• Search for keywords and phrases across Office 365

• Works with Outlook for PC and Mac on desktop

• Possible Malpractice insurance discounts

• Works with any case management software that 2-way syncs with Outlook

• Direct sync with most cloud or premise-based case management

• 1stPlace, SharePoint Integration - Best SharePoint Solution 2018

• 2ndPlace, App for Teams - Best Office Integration 2018

• 3rd Place, Add-In for Outlook - Most Business Value 2016

Anyone can be up and running in minutes. This add-in is free to download and comes with a free trial, requiring a paid subscription after trial. Also, check out the companion Teams App to manage your LawToolBox matters from either Outlook or Teams.