Manage cases, clients, and calendars in M365

Make your work easier with LawToolBox matter management software in Microsoft Outlook, Teams and SharePoint.

Microsoft logo on LawToolBox matter management page.
Microsoft Teams Logo
SharePoint Logo
Microsoft Outlook Logo

Works with Windows and Mac

LawToolbox is a cloud-based app so you can work anywhere from any device.

Anchoring Microsoft 365 Matters in Your Legal Data

LawToolBox transforms Microsoft into a suite for legal professionals and seamlessly provisions every legal matter with its own Microsoft Groups, Group Calendar, Outlook Sync, M365 Teams (optional), SharePoint DMS, Planner (optional), OneNote (optional), and Word.  This deep integration creates ai-ready containers to anchor your legal data for M365 Copilot.

Discover, Buy, Test, Deploy and Manage through Microsoft Marketplace

LawToolBox is fully integrated into the Microsoft 365 Admin Center, allowing organizations to discover, purchase, test, deploy, and manage the platform directly within their existing Microsoft environment. This seamless setup streamlines IT workflows, enhances security, and simplifies adoption for legal teams. Admins can activate LawToolBox with just a few clicks…

One M365 Group for Every Legal Matter

When you create or activate a new LawToolBox matter, LawToolBox automatically and seamlessly creates a SharePoint Group where all of your matter information is stored securely within the M365 ecosystem.

Provision a Group Calendar for Each Matter

Select events from each matter calendar and it gets automatically added to the Outlook calendar for each user shared on the matter.  Some users can also be added as “no sync” users so they can access the matter but events don’t get added to their calendars.

Data Governance when Creating M365 Group

To avoid data sprawl firms can activate our data governance group naming feature, where IT department defines group naming policies. This data governance and retention tool structures your data, enhances security, streamlines document retention policies, helps avoid data sprawl, and further prepares your data for Microsoft Purview.

Sync Deadlines to Users Outlook Calendar

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!

A classic deadline calculator: a pen, paper, calendar, and calculator.

Configure and Customize M365 Team for Each Practice Group

Microsoft Teams centralize all the tools legal professionals need to manage matters within a single Team. Users can launch pre-configured Microsoft Teams templates that allow organizations to customize and deploy “practice specific” channels and tabs —streamlining collaboration and compliance.

Assign Deadline Tasks with M365 Planner Integration

You’ve calculated your deadlines, now you want to assign a task to a team member?  With 1 click create a Microsoft planner, assign a deadline to a team member, and now you can leverage a robust task management system!

Legal File Sharing

Securely Share Files and Folders

Activate this plugin (optional) and you can securely share a folder where clients or other 3d parties can easily share large files leveraging Microsoft SharePoint.

Activate OneNote for Any Matter

Activate this plugin (optional) and you can save matter information, and deadline charts to OneNote.  One the information is in M365 it can be used by M3654 Copilot.

Enterprise-Ready Hosted in Microsoft Azure

While other companies build behind their own firewalls, LawToolBox instead is built on the secure Azure infrastructure that Microsoft spends over a billion dollars a year protecting, guarding, and monitoring.  This infrastructure can rapidly scale …

Microsoft Security & App Permissions

LawToolBox leverages Microsoft Azure to deliver enterprise-grade security, privacy, and compliance for legal data management. It stores minimal user and matter information on dedicated, encrypted servers, while all sensitive data remains securely behind Microsoft 365’s delegated permission firewall—accessible only via the end-user’s credentials..

Co-Sell with Microsoft Network

LawToolBox’s Microsoft Co-Sell Ready status enables it to collaborate directly with Microsoft’s global sales teams, expanding its reach to enterprise-level clients. This partnership provides LawToolBox with access to Microsoft’s go-to-market resources, lead sharing, and financial incentives that align Microsoft reps with the success of LawToolBox’s Azure-based solutions.

LTB AI in Microsoft Teams

LawToolBox AI enhances legal workflows by using Microsoft Azure OpenAI to automatically extract deadlines and appointments from emails and documents like court orders and contracts. It integrates directly into Microsoft Teams and Outlook, enabling faster task completion, smarter collaboration, and more accurate rules-based calendaring.

LawToolBox works with Microsoft Copilot

Copilot for Legal

Your legal data is automatically organized into containers that anchor your legal data and make it ai-ready for M365 Copilot and AI.  Access LawToolBox matter and deadline information from Copilot, or jump directly into LawToolBox app to manage your matters without leaving Copilot!

LawToolox is an award-winning M365 add-in with best-in-class deadlines

“This announcement further demonstrates how collaboration can lead to increased levels of efficiency and productivity with the right technology in the workplace. This tool will provide great opportunity for modern lawyers as they look to optimize their businesses in our increasingly digital world.”
Cindy Bates, VP of US SMB for Microsoft
Together, Microsoft Office 365 and LawToolBox enhance collaboration, automate litigation workflow, and increase productivity of legal professionals…We have been impressed by how fast LawToolBox has moved to leverage our new app model for Office and look forward to seeing future integrations with our legal-focused Office 365 initiatives.”
Nishan DeSilva, Senior Director, Microsoft’s Legal and Corporate Affairs

Matter Management

Set up a Microsoft 365 matter in seconds

Legal Templates

Deploy pre-built Microsoft Teams templates for legal professionals

Collaboration

Configure a Microsoft Team with custom channels and tabs

Deadline Calculator

Choose rule-set & enter a trigger date to calculate deadlines