Deadlines, Dockets & DMS in M365
LawToolBox brings e-filing together in Microsoft 365 with deadlines, dockets & documents. With one click, users can activate a matter in Microsoft 365 from their system of record, track deadlines using LawToolBox rules-based calendaring and then seamlessly file documents InfoTrack’s AI enhanced e-filing platform.
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Add LawToolBox for InfoTrack
During your 20-minute session we’ll activate LawToolBox for InfoTrack or answer questions on how we work.
Two step activation
Create a LawToolBox account as a stand alone solution or for any of our Microsoft 365 Integrated Partners listed here.
Activate the InfoTrack plugin from your LawToolBox admin portal.
Add InfoTrack for LawToolBox
Activate the InfoTrack plugin from your LawToolBox admin portal, then link your matter to your InfoTrack workspace! From your LawToolBox matter, jump into InfoTrack to file documents in courts supported by InfoTrack, Then, the docketing events are automatically synced back to your LawToolBox calendar, and users can then use these events to power their rules-based deadline calculators!
Streamline your practice by connecting dockets and deadlines!
Docketing events record the dates that documents are filed or e-Served. And these docketing events are frequently trigger dates that are used to calculate upcoming deadlines in your matter! By connecting dockets and deadlines, you are automating your back office activities and reducing the risk of missed deadlines and human error!
Sync Deadlines to Matter Calendar and Outlook
Calendar events have important links and documents attached, and with one-click they can jump back into LawToolBox. Importantly, enterprise firms can activate audit tools (add’l fee) to make sure that events don’t get deleted from users calendars!
LawToolBox Grounds Copilot with Client Matter Data Containers in M365
Save AI-generated insights and deadlines directly to Microsoft 365 matters as you work, creating trusted, matter-ready intelligence that stays inside your Microsoft Security Boundary. LawToolBox, the first legal app certified to work with Microsoft 365 Copilot, enables legal professionals to save matter-specific, AI-generated insights, analysis, research, summaries, and first drafts directly into Microsoft 365 legal matters from Outlook, Word, Microsoft Teams meetings and chat.
Combining the efficiency of InfoTrack’s litigation workflow with the precision of LawToolBox’s deadline management provides another level of risk reduction and time savings for our clients. This integration will be a gamechanger for legal teams that are handling higher and higher caseloads, without the extra capacity to manually oversee every detail of every matter.
Ed Watts, CEO of InfoTrack US, InfoTrack
