1. LawToolBox365 Office for Legal Seller’s Training Deck December 2017

3. Rules-based calendaring that automates procedural & custom deadlines so you can focus on your cases
Deadlines, users, and rules change all the time…
In a single click, update your calendars for all your team members
Minimizing risk, in a methodical matter-based method with deadlines shared to calendars
Electronic calendaring means discounts on malpractice insurance
Another set of eyes watching for rule changes
Many deadlines are straight-forward, others are ambiguous. Use our authority links to analyze authority links
Elevator Pitch

4. Reduce Risk of Missed Deadlines with LawToolBox
Legal professionals no longer have to count deadlines on their fingers or use out-of-date spreadsheets.
Instead, they can reduce the risk of a missed deadline by calculating based on court rules with links to authorities
electronic calendaring with centralized access and reporting may qualify for discounts on malpractice insurance
LawToolBox qualifies for maximum discounts in malpractice insurance - which might even pay for the cost of LawToolBox
Missed deadlines are the number ONE cause of malpractice claims against attorneys
Most law firms manually calculate deadlines and add to calendars on-at-a-time ,

5. About LawToolBox & Office for Legal
Born in the cloud court rules & Docketing – all in one
Wrapped around Outlook (2006), launched 1st O365 add-in (2013)
API company connects to case management and billing solutions to Office 365
Works with any billing or case management that two-way syncs with Outlook
Enhance - not displace - existing software by connecting it to O365
Next Matter Center - based on O365 Groups - works out-of-the-box any –O365
Insurance discounts apply – missed deadlines are #1 cause of malpractice
70% of market rely on Outlook and manage by hand

6. Sparks the O365 conversation
Intro - Video
Intro Video
Sparks the O365 conversation
Business case to
migrate this month.
Video link

7. LawToolBox365 Connects Legal Software to Office 365
Automates Calendaring
Built in Library of Court Rule-sets
Build Your Own deadline templates for practice areas
Creates Matters or Legal Projects as s Arrive
Sharepoint Document Folders
Sharepoint Calendars
OneNote
Works with
Office 365 Groups
Microsoft Teams
Leverages
Office 365 Security
Discovery hold (legal departments)
Governance

8. Access your matters from your laptop
or phone
LawToolBox Centralized Matter-Based Deadlines Office 365

9. Leveraging Office 365 platform to organize case calendars, emails, docs and notes

10. Spotlighted in Microsoft White Papers, Blogs & Events

11. LawToolBox365 in Microsoft CSP
You can register your interest with Microsoft to be an early adopter of the 3rd party Offers program for Office 365 CSP and Partner Center.  The program was soft launched at the Microsoft Inspire Conference
MSP Want to include Third Party Offers in your solution portfolio? Please visit
Third Party Offers: Partner Center is evolving and will include a commerce platform that allows partners that sell through CSP the ability to add third party offers to their portfolio. MSPs are encouraged to fill out the interest form online to be considered as an early participant.   

12. Better with Office Featured Solutions

13. Microsoft White Paper:
LawToolBox365 Featured in
with Dell Spanning & Barracuda

14. How to Sell

15. Law firms (Smith & Brown, P. C
Law firms (Smith & Brown, P.C.) Law firms need to manage deadlines more efficiently so that they can spend time on substantive issue that will win or lose litigation
Legal departments (Acme Builders, Inc.) Legal departments want to track deadlines in matters they are managing, or they want to double-check work performed by outside counsel (e.g., the law firms they hire to manage their litigation)
Other targets industries Government agencies, insurance companies, regulated industries
Who Needs LawToolBox

16. 4 probing questions to ask
Do your attorneys rely on Outlook calendars to track their deadlines?
Is the law firm staff manually calculating deadlines from a checklist?
Are they entering deadline into calendars and sending calendar invites one-at-a-time?
How does the law firm find out about and implement the court’s rule changes? .
4 probing questions
to ask

17. More Probing Questions
Would rules-based calendaring, automated rule changes, and seamless integration with user and matter calendars help manage risk and make it easier to run the law firm? 
Are you getting malpractice insurance discounts
Can attorneys view a list of deadlines for a case or for the firm?
What happens when any attorney leaves or cases get re-assigned? 
Are attorney calendars cluttered with deadlines that don’t apply? 
More Probing Questions

18. Talking Points
on the phone

19. Rules-based docketing: when you enter a “trigger date” like the date of trial the software instantly calculates deadlines based on the rules of civil procedure and other statutes (this concept is also described as: deadline calculators, calendaring rules and deadlines, court rules calendaring)
Court holidays: The calculation of some deadline must exclude “court days” which are defined as weekends and holidays. In federal court different holidays can apply to deadlines calculated “going forward” in time in contrast to deadlines calculated “going back” in time. Many state and jurisdiction recognize their own holidays
Rolling off weekends & Holidays: when a deadline is calculated in calendar days it can sometime land on a weekend or court holiday, our software then tells it whether to “roll” that deadline forward and backwards to the “next” business day. In some venues like California discovery deadlines roll towards trial, but other deadlines roll away from trial.
Mail Rule: this is a common term used to describe that 3 days are added to the deadline when the trigger pleading is served by mail (there are many versions of this that add different numbers of days depending on whether the legal paper was served by fax, electronically, by hand, etc.).
Rulesets: Also called … venues, jurisdictions, toolsets, calculators …
Trial Date Continued: The typical trial date can be continued on average 2-3 times in a litigation. The software can handle moving deadlines that lad in the future to their new date if the attorney says to move the deadline
Terminology
Its this likelihood for errors caused by the absence of a rules-based calendaring system that leads the risk management coordinator of the Attorney Liability Protection Society to predict “ FIRST QUOTE”
And fully 1/3 of the carriers responding to an ABA Study called “Profile of Malpractice Claims” indicate that they “NO LONGER WRITE POLICIES FOR FIRMS THAT DO NOT HAVE RULES-BASED DOCKETING SYSTEMS…. Rule-based docketing, the docketing approach upon which LawToolBox is based, is a term which means that if an attorney enters a date for a case set up in LawToolBox, all of the deadlines that run off of that date are automatically calculated and inserted into the deadline chart for that case. For example, if you insert a trial date in a district court case in Colorado, LawToolBox will calculate up to 25 deadlines that run back in time from the trial date, such as the deadline to file jury instructions (which is 3 court days before trial – excluding weekends and holidays).
LONG VERSION OF PRESENTATION >>Let me quickly show you an example of rules-based docketing inside of a demo LawToolBox … log into demo toolbox (m7segan, sp1111derman) > show empty deadline chart > input trial date of 11/27/6 into “Jones v. Downs” case > now lets take a look at the rules-based streamlined deadline chart that LTB has generated with all of the deadlines that are triggered by a trial date.