a.     Buy LawToolBox user licenses direct from Microsoft AppSource or Partner Center

b.     Demo of transactable SaaS offer provisioning LawToolBox and Microsoft 365 together from Microsoft price list in their catalogue (video)

c.     Global admin can consent to permissions required by LawToolBox through an email link or by logging into admin portal

d.     Add or remove LawToolBox licenses from Microsoft marketplace in LawToolBox portal

e.     Bulk upload of users, or accelerate adding users one-at-a-time by mining user information from the Organization tenant in admin portal

f.      LawToolBox admins can review firm profile to analyze usage (total number of active and closed matters, number of recently opened and closed matters, and number of matters broken down by Ruleset, states, and user)

g.     LawToolBox admins can configure LawToolBox apps at an organization and/or user level to turn features on or off (users can pre-populate new matters with folder and file templates, users can save emails for gov cloud/enterprise/SMB firms, users can create Teams from LawToolBox, users can save files to SharePoint, users have to apply naming conventions when setting up a new matter, users can access contact management tool, users can be blocked from creating matters and virtual meetings, users can be blocked from accessing calendars, the group shared inbox, SharePoint folders)

h.     LawToolBox admins can audit alignment of LawToolBox matters and Microsoft 365 groups, and share and un-share any matter to any user in the organization

i.      LawToolBox admins can configure and set the channels that will be automatically created when a LawToolBox users creates a Microsoft 365 Team from the LawToolBox apps (then when a user opens LawToolBox in the Team created for that matter they will by default open the deadline chart for that matter so they don’t have to waste time navigating to the matter from the matter list.

j.      LawToolBox admins can bulk upload contacts if they are migrating from another matter management system, then they can manage contact tags and shared contacts

k.     LawToolBox admins can create pre-defined meetings and breakout rooms, so that end users can one-click create approved meetings at a moments notice (meetings are also associated with contact tags so that attendee lists for meetings can be automatically and instantly generated on the fly)

l.      LawToolBox admins can retrieve and download meeting or deadline date range reports by user, department or organization

m.   LawToolBox admins power secure data governance by configuring naming conventions to use in conjunction with Microsoft 365 Compliance Center