Using LawToolBox with Actionstep (US)

In this article:

• Installing the LawToolBox Add-On
• Configuring LawToolBox
• Using LawToolBox 

LawToolBox maintains a database of court deadlines. The integration between Actionstep and LawToolBox allows you to import these deadlines into matters within Actionstep. The process of importing deadlines is as simple as selecting a court and a trigger date - you will then be presented with a list of deadlines related to the selected trigger date.   

Installing the LawToolBox Add-On

An admin user can install LawToolBox from within the Admin area of Actionstep.

To do this:

1. In Practice Management, go to Admin > Integrations. The Integrations page appears.
2. Click Connect with LawToolBox.
3. Click Install. The Install LawToolBox page appears, showing pricing options. 
4. Review this information and select I accept the changes to my subscription. 
5. Click Install. 
6. If you are using multiple systems, select the database you want to integrate with. 

The integration is connected. 

Configuring LawToolBox

You can manage the LawToolBox configuration. 

To do this:

1. In Practice Management, go to Admin > Integrations. The Integrations page appears.
2. Click Manage next to LawToolBox. The LawToolBox page appears.
3. Click the Default state drop-down list and choose the location where your court is located. 
4. Click the Default toolset drop-down list and choose the integrated features and functionalities you want to use for that location. (Optionally, you can apply the rule changes to matters in-flight.)
   
5. Optionally, click Check for rule changes. You can view any changes to the LawToolBox rules by going to Admin > Integrations > LawToolBox Rule Changes
6. Click Save to save your changes. 

Using LawToolBox 

Once you have completed the setup, you can access to LawToolBox from the Plugins menu for a specific matter. 

LawToolBox deadlines will appear in any synced external calendars, like Outlook, Google, etc.

To do this:

1. View the matter. (See Editing a Matter for help.)
2. Click the Plugins menu icon and choose LawToolBox.
   When you access LawToolBox from a matter for the first time, you will be asked prompted to set it up for this specific matter.
3. Choose (or verify, if it's already selected) your State and Toolset. 
4. Click Linked Calendars to and choose a calendar. 
5. Click Save to save your changes. A new page appears showing additional options. 
6. Click the Trigger drop-down list to choose a trigger date from which LawToolBox will calculate the relative deadlines and save them to the matter. These  will also be saved to any linked user calendars. 
7. Click Next. A page showing deadlines associated with the trigger and the related court is displayed. 
8. Review the information and Select which deadlines you want to track for this Matter.
9. Optionally, Select this to create appointments for any deadlines that occur in the past. 
10. Click Done to save your changes. 

You can add additional toolsets to the same matter and adjust the deadlines by changing the trigger dates. Any changes will also be pushed to linked user calendars.