The LawToolBox integration will calculate deadlines for any number of states and federal courts using Case Dates in Neos. Automatically calculated dates will be saved to the Case Calendar and to your global calendar in Neos, so your firm never misses an important court or legal deadline. Once your Neos Case Dates are mapped to trigger dates in accordance with the state and rule set, you can choose the deadlines that will get synced to Neos. Case Date changes will automatically recalculate deadlines in Neos with Advanced Search reporting is available.

NOTE: You must have Enabled and Add permissions to General > Interfaces to view and sign up for LawToolBox. To disable the integration, you must have Delete permissions to General > Interfaces.

For information on LawToolBox demos or joint selling to new acquisition accounts, contact [email protected].

Signup for LawToolBox

Navigate to Settings > Integrations > LawToolBox. Click the Set Up LawToolBox button to start the process.

NOTE: If your firm already has a LawToolBox account, contact LawToolBox using [email protected] to coordinate the integration with Neos and ensure you're not charged twice.

Choose the payment package that works best for your firm and click the Next button. Each Neos User must have a LawToolBox license. The current LawToolBox monthly and yearly promotions will display. The number of licensed Neos users will be reflected as well.

Confirm your firm name, state, and contact information. These details are required and pre-populated from Firm Preferences. Click the Submit button.

Your LawToolBox account will show Pending. During this time, LawToolBox will reach out to your firm contact via phone number or email to coordinate billing.

After payment has been received, the status will change to Active and your account status will show Paid. A configuration window will be displayed.

In the Configuration section, you are required to select the state(s) where your firm practices law.

Based on your selections, the next required field prompts you to select the rule set(s) your firm will use from each state.

NOTE: Once a State/Rule Set is set up in at least one case, it cannot be removed from here.

You may set the reminder period (between the due date and up to 2 weeks before) for deadlines. Reminders are optional and will display in the Notifications pane. Reminders are set to 5 days before with a time of 12:00 PM as the default.

Before deadlines can be calculated, you must map your firm's Case Dates with the rule set(s) you selected above. This process only has to be done once and can be accessed using the link on the LawToolBox Integration screen. Refer to Map Case Dates for this step.

For technical support issues, email [email protected].