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LawToolBox User News | 

11 June 2025

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Hello LawToolBox users

We hope you caught this preview in May—some BIG changes are coming to the Matter menu in this month, and now it’s officially set for release!

 

We're asking for your help to raise awareness with your users and avoid any unexpected surprises. You’ll also see a red ribbon in the app to highlight this announcement for those not yet signed up for the newsletter.

 

Keep reading for more info on a new report and an upcoming training session for your IT/Admin users.

 

Let's dive in!

NEW MATTER MENU - Monday, 6/23

What to expect:

You’ll see a collapsible menu that helps you organize your buttons by action category. Don't use something? Collapse it! 

 

As the first thing you may notice, things are in a different order:

1. Search:

  • Search for any action

2. Matter Details:

Key actions moved to the top

  • "Shared Users" moved
  • "Activity" moved
  • "Tags" moved 

3. Manage Deadlines:

"Add deadline or appointment" is now replaced with 2 options for fewer clicks

  • "Add Deadline" - All day
  • "Add Appointment" - Timed
  • "Recycle Bin" (new name)

4. Documents:

Shows all of your document features in one place. Contact us if you need help with configuration

  • SharePoint or 
  • NetDocuments
  • or iManage

5. Collaboration

This has all your integrations with Microsoft Teams, Planner, OneNote & more

 

6. Close Matter

Always stays at the bottom

 

See How to adjust firm settings if you want to add or remove something

Side note:

All options in the menu are set by your admins.

Share your feedback

Menu Preview:

Tip: Click "Download external images" to see

New Matter Menu-1

Thank you!

We know this is a big change. Thank you in advance for adopting our app improvements

Coming-Soon Features

Trial Reports - coming soon 📅 🎉

You voices have been heard loud and clear on your feature submissions. We're excited to announce "Trial Reports" and the development is nearing an end! This report will be available in the next newsletter.

 

We're also working on automatic color coding for your outlook events based on your custom labels.

 

We want to extend a thank you for your suggestions. Our user feedback helped us launch tags, labels and many more features were suggested by our users.

Suggest a new feature

New Free Live Training

Join us for another live training on Thursday, June 26

Sign up your IT Admin so they can attend live or get a recording:

 

"Microsoft 365 IT Admin Training" - Co-hosted with Lyd Bertels 

  • RSVP for 10am PT / 1 PM ET on 6/26
  • Audience: This session is for your IT Support and Admin teams.
  • Agenda: We will focus on the technical checklist for LawToolBox 
    & Best practices for onboarding and off-boarding users

Other sessions available: live and on demand

Subscribe your team to the User News
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Thank you for reading!

 

Dasha Baulina
Customer Success Manager

dasha@lawtoolbox.com

Book a call with me

LawToolBox, 6400 S Fiddlers Green Cir #300, Greenwood Village, Colorado 80111, United States, 1-888-958-6657

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