From SurePoint Pro Release 6.4.0 there is now an integration with Law Toolbox.
Law Toolbox has a rule-based management of deadlines, so it allows Law Firms to create deadlines. They take into account jurisdiction specific rules / county specific rules.
Law Toolbox helps generate deadlines and provides reminders to ensure these deadlines are not missed.
Prerequisite: Firms must have an account with LawToolBox before connecting the Integration in SurePoint Pro. The firm should reach out to LawToolBox to complete necessary onboarding steps for the LawToolBox platform.
Please Note:
Firms must have an account with Law ToolBox before connecting the Integration in SurePoint Pro.
The Law Toolbox Account / ID will be required in order to share Matter information between Law Toolbox and SurePoint Pro.
Integration Set Up:
To begin utilizing Law ToolBox in SurePoint Pro, a firm admin must connect the Integration. Below are the steps for that connection:
Once logged into SurePoint Pro navigate to Firm Settings (found in the drop down beneath the user’s name in the top right corner).
In Firm settings click the Integrations link, scroll to the ‘Other’ Section and click Settings within the Law ToolBox tile.
From Firm Settings select the 'Integrations' Tab
From Firm Settings select the 'Integrations' Tab
Scroll until you find the Law Toolbox Tile
When a Firm onboards to Law Toolbox they are given a firm ID, (SurePoint can create that firm ID if help is required). The firm ID to ensure that all the Firm information and members are kept securely.
Connecting to LawToolBox
Law ToolBox has provided the client with a Law ToolBox Firm ID, ensure onboarding steps are completed at LawToolBox.com:
User will enter the LawToolBox firm ID in SurePoint Pro Firm Settings for the integration
User can then connect
Firm ID created in SurePoint Pro:
API request sent to Law ToolBox, response provides Law ToolBox firm ID.
Firm must reach out to Law ToolBox to onboard in Law ToolBox
Once onboarded at Law ToolBox.com, admin users can connect the integration
Syncing SurePoint Pro matters with LawToolBox:
There is the ability to synchronize the Matters to Law Toolbox.
These Matters sync immediately and are ready to start 'Deadline setting'.
This can be set for 'All Active Matters', or as selected 'Date Range' of Active Matters.
All Active matters: selecting this will link send all SurePoint Pro active matters to Law ToolBox
Date range of active matters; creating a date range that identifies all matters opened in this time frame to be linked to Law ToolBox
Both options link the matters and then deadlines can be created within the matter card
Now we can view a Matter:
On the Matters page select a Matter. When selected there is now a Law Toolbox Tab.
The user can now go in and set deadlines.
Matter Deadlines:
When viewing a matter, a user can view the LawToolBox deadline engine to create deadlines from auto generated rulesets
Select the LawToolBox link, this will engage the LawToolBox iframe within the SurePoint Pro matter page
Use can work in the iframe to see applicable rulesets and create deadlines
These deadlines are auto generated into your outlook calendar
Shortcut from Matters List for a single Matter Sync with Law Toolbox:
Users are able to sync with Law Toolbox on a 'one by one' basis directly from the Matters List. Using the ellipses, select 'Sync with Law Toolbox' from the dropdown menu.
Once set up in Law Toolbox the deadlines are feeding directly into your Outlook Calendar.
Migration Tips:
Member / User creation
SurePoint Pro will send the member email address to Law ToolBox to create the SurePoint member in the Law ToolBox platform
If members / users already exist in Law ToolBox, the users email address in Law ToolBox must match the email address in SurePoint Pro