Procurement Checklist - Docketing
FEATURE COMPARISON
| Feature | LawToolBox | Software Option #2 | Software Option #3 |
|---|---|---|---|
| Is the Docketing software Cloud-Based or On- Premises or Host? | Cloud-based | ||
| Does the application allow you to create manual entries? | Yes | ||
| Does application generate a history of who made what change and when? | Yes | ||
| more features | |||
| Does application integrate with M365 Teams, Outlook, Word? | Yes | ||
| award-winning | |||
| Can application configure customized new matters w M365 Teams w custom tabs and channels? | Yes | ||
| featured by Microsoft | |||
| Does the application offer the possibility to add calendar reminders? | Yes | ||
| Does the application offer the possibility to automate reminders to MS Teams? | Yes | ||
| Does the application offer custom email reminders to individual events? | Yes | ||
| Does the application offer email reminders based on the event/event type? | No | ||
| Does the application offer firm template email reminders? | |||
| Does the application offer attorney template email reminders? | |||
| Does the application offer attorney/case template email reminders? | |||
| Does the application offer a consolidated email reminder report? | Yes | ||
| date range report | |||
| Does the application offer the ability to change attorney assignment for multiple matters at a time? | No | ||
| Does the application offer ECF workflow? | Yes – with ECFX (Infotrack soon) | ||
| What courts are covered in the ECF workflow? | See ECFX | ||
| Does the application offer the ability to copy events to another matter? | No | ||
| Are you able to attach documents to the events? Is it visible to both Docketing staff and the recipient? | Yes | ||
| Does the application offer the possibility to auto docket using AI? | Yes | ||
| Does the application offer the ability to support ethical walls? | Q4 2025 | ||
| Does application integrate matters and individual deadlines with MS Planner and Tasks? | Yes | ||
| Does the application offer a variety of reports? | Yes | ||
| by firm, practice group, user, matter | |||
| Does the application offer the possibility to automate reports to User Inbox? | Yes | ||
| date range reports to users Outlook | |||
| Does the application offer the possibility to automate reports to M365 Teams? | Yes | ||
| date range reports to | |||
| MS Teams | |||
| Does the application offer the possibility to relate matters? | No | ||
| Does application manage matter deadlines and status in ai-ready containers? | Yes | ||
| Does your application integrate with M365 Copilot? | Yes | ||
| 1st legal app approved by Microsoft | |||
| Rate the User Interface, 1 through 5. |
RULES
| Feature | LawToolBox | Software Option #2 | Software Option #3 |
|---|---|---|---|
| Do you offer court rules? | Yes | ||
| What jurisdictions do you offer in your court rules? | US | ||
| Canada + | |||
| Do the court rules include judge specific rules? | Yes | ||
| What is the frequency of reviewing /updating existing rules? | Rev’d daily | ||
| updated as needed | |||
| How frequently do you create court rules for new jurisdictions? | Weekly | ||
| more frequently as needed | |||
| Do you create new court rules by firm request? | Yes, subject to LTB discretion | ||
| Are the court rules created and maintained internally or by a third-party vendor? | Internally by team of attorneys | ||
| Is the rule and other links able to be included in the calendar event/email reminder? | Yes | ||
| Is a hyperlink to the rule and other links available in the calendar event/email reminder? | Yes | ||
| Does calendar event link back to matter in application | Yes, 1-click access from Outlook entry back to matter in application |
APPLICATION INTEGRATION
| Feature | LawToolBox | Software Option #2 | Software Option #3 |
|---|---|---|---|
| Does the application integrate Microsoft M365 and Outlook? | Yes | ||
| award-winning | |||
| Does the application integrate management systems such as NetDocs & iManage? | Yes | ||
| Netdocs | |||
| iManage | |||
| SharePoint | |||
| Does the application seamlessly integrate with case/practice management systems that are system record (source of truth) for matter? | Yes | ||
| more than any other application | |||
| Does the application offer a robust API? | Yes | ||
| additional $ | |||
| Does the application provide ability for data extract? | Yes | ||
| import and export |
CUSTOMIZATION FEATURES
| Feature | Software Option #1 | Software Option #2 | Software Option #3 |
|---|---|---|---|
| Do you offer User Defined Fields (UDFs)? | Yes | ||
| user tags | |||
| matter tags | |||
| Do you offer the ability to create custom reports? | Yes | ||
| Do you offer the ability to create auto abbreviations? | No | ||
| Do you offer the ability to create templates? | Yes | ||
| can customize deadlines by venue | |||
| Do you offer the ability to create custom rules? | Yes | ||
| additional $ |
INFORMATION SECURITY
| Feature | LawToolBox | Software Option #2 | Software Option #3 |
|---|---|---|---|
| What audit tools are available? | Can audit calendar entries in Outlook across firm - addl $$ | ||
| For cloud-based applications, what data security / cybersecurity do you provide? | Appsource | ||
| secure-data | |||
| Does the application have SOC-2 compliance? | pending | ||
| Does the application offer the possibility to use SSO? | Yes | ||
| M365 OpenID | |||
| Can application handle 40k+ matter records (or more)? | Yes | ||
| enterprise-ready |
CUSTOMER SERVICE
| Feature | LawToolBox | Software Option #2 | Software Option #3 |
|---|---|---|---|
| How do you contact support? | support | ||
| What is the response time for support? | Tier 1 - same day | ||
| Do you have a support portal? | |||
| support portal | |||
| Do you provide notice of known bugs? | Yes | ||
| both in app | |||
| & newsletters | |||
| Do you provide announcements on matters that are impactful? i.e. last-minute court closure and cyberattacks | Yes | ||
| both in app | |||
| & newsletters | |||
| How are enhancement request handled? | Online form |
