LawToolBox provides hands-on assistance during your New Account Onboarding. This article documents the steps on how the application is configured. You can always revisit the configuration and make changes as needed.
Note: LawToolBox deployment requires M365 Global Admin access.
Onboarding Checklist
- Configure Microsoft 365 user group & deploy the app
- Configure Exchange Admin mail flow rules
- Purchase LawToolBox
- Create your LawToolBox account
- Configure LawToolBox settings
- Add users
- Test
- Schedule next steps
During Onboarding
LawToolBox uses a Deployment Guide tool https://deploy.lawtoolbox.com to automate the steps in Microsoft 365. This step must be done by a Microsoft 365 Global Admin.
What the Deployment Guide does:
- Asks for Application Permissions
- Asks for Deployment Guide Permissions
- Asks you to identify users from your active directory who will need the LawToolBox app.
- Creates a M365 User Group in your tenant
- Users this group to centrally deploy the app
- Asks you to deploy the add-in for Office Apps (Outlook, Teams, Excel, Copilot, etc.)
- Centrally deploys the app to the user group created in the previous step
- Run Exchange Mail Flow rules to keep notifications out of the inbox for those users
- Asks you to purchase the SaaS app in the Microsoft Marketplace
- LawToolBox is also available via Pax8, TD SYNNEX, Crayon, Sherweb, etc.
- Select your SKU for how many licenses you need
- Follow the prompts in the marketplace to process your order
- Click on the “Configure Account” link to create your LawToolBox account
End Results
- Group created
- admin.microsoft.com > Teams & Groups > Active Teams & Groups > LTB Add-in
- add new users to this group when your team grows
- https://admin.cloud.microsoft/?#/groups
- Application deployed
- admin.microsoft.com > Settings > Integrated Apps > LawToolBox > Deployed to LTB Add-in
- https://admin.cloud.microsoft/?#/Settings/IntegratedApps
- Mail flow rules added
- admin.exchange.microsoft.com > mail flow > rules > LTB Rules x5 > Enabled
- https://admin.exchange.microsoft.com/#/transportrules
- Permissions granted
- portal.azure.com > manage > enterprise applications > LawToolBox x2 > Activated
- https://portal.azure.com/#view/Microsoft_AAD_IAM/
- Licenses purchased
- purchase via your preferred cloud distributor
- manage licenses in admin.microsoft.com > billing > your products > LawToolBox
- https://admin.cloud.microsoft/?#/subscriptions
- Account created
- Configure account > admin.lawtoolbox.com > firm settings & manage users
- add or remove users as your team changes
- https://admin.lawtoolbox.com
- Test Matter and Deadline
- Visit the app portal > +New Matter > create
- Add deadline > sync to calendar > confirm
- https://app.lawtoolbox.com
Onboarding status: Done
When your account is fully configured, you should have a user group created, application deployed, permissions granted, licenses purchased, mail flow rules added in Microsoft 365.
Your LawToolBox account created, customized and users added. Test the application and move forward with training.
