LawToolbox for AI Assistants

LawToolBox for AI Assistants

Connect your AI assistant to LawToolBox to manage court deadlines, matters, calendars, and case documents — using everyday language.

What this connector does

LawToolBox is legal calendaring software that calculates court deadlines and keeps your matters, deadlines, and calendars in sync. This connector lets your AI assistant work with your LawToolBox data — and your connected Microsoft 365 documents and calendar — through everyday language.

You stay in control: the connector only ever accesses the data your own LawToolBox account is already allowed to see.

What you can ask

Getting started

  1. Add this connector in your AI assistant and connect it.
  2. Sign in with your work account when prompted (see Authentication).
  3. Start asking — try "Who am I in LawToolBox?" to confirm you're connected.

Good to know

Questions about how your data is handled? See our Privacy Policy.

Signing in

This connector uses OAuth 2.0 — the same secure sign-in standard used across Microsoft 365. You never share your password with the connector or your AI assistant.

When you connect:

  1. Your AI assistant opens a secure sign-in window.
  2. You sign in with your work account and approve access.
  3. Your assistant receives a secure access token and uses it for each request.

That's it — there are no keys or secrets to copy by hand.

Staying connected

Your session is remembered, so you won't be asked to sign in every time. Access is renewed automatically in the background, and your token is stored securely by your AI assistant.

What you can access

Once signed in, the connector acts on your behalf and can only reach the data your account is authorized to use in LawToolbox and your connected Microsoft 365 services. It cannot see other users' or other firms' data.

You can disconnect at any time from your AI assistant's connector settings, which revokes its access.

No LawToolBox account yet?

Signing in with Microsoft proves who you are — it doesn't create a LawToolBox account. If your work account isn't registered with LawToolBox, every tool returns a User not found card with a sign-up button instead of running.

To get access, sign up at the LawToolBox admin portal, or ask your firm administrator to add you. Once your account exists, retry your request — no need to reconnect the connector.

Trouble signing in?

Every tool is labeled Read (only retrieves information) or Write (creates, updates, or deletes data). Your AI assistant indicates when a write action is being used.

Some tools are guarded by user- and/or firm-level settings, listed in the Settings required column. The listed setting must be enabled (true) for the tool to run — otherwise it returns a "not authorized" message and makes no changes. User-level settings already reflect firm-level control. A blank cell means no setting is required.

Identity & lookups

Tool Type Description
ltb_who_am_i Read Show your LawToolBox profile (firm, user, timezone).
ltb_get_states Read List US states and postal codes.
ltb_get_state_by_id Read Look up a state by its identifier.
ltb_get_timezones Read Search supported timezones.
ltb_get_toolsets Read List the jurisdictions/rule sets available to your firm.
ltb_get_ruleset Read Get a rule set configuration.
ltb_trigger_lookup Read Search triggering events for deadline calculation.
ltb_reverse_trigger_lookup Read Find triggering events by rule set.
ltb_get_trigger_dates Read List your trigger dates.

Matters

Tool Type Description Settings required
ltb_list_matters Read List matters in your firm, with search and filters. Each matter includes matterNumber and appLink. CanViewFirmMatters (user) — only for the firm-wide filters allcases/firmarchive/notshared; the default "My Matters" view needs no setting.
ltb_get_matter Read Get a matter's details, including matterNumber and appLink.
ltb_get_matter_by_thirdparty Read Get a matter by its external reference ID, including matterNumber and appLink.
ltb_get_matter_analytics Read View timing analytics for a matter, including matterNumber and appLink.
ltb_create_matter Write Create a new matter. The response includes matterNumber and appLink. IsCreateMatterEnabled (firm) and CanCreateMatter (user)
ltb_update_matter Write Update a matter's details. The response includes matterNumber and appLink.
ltb_close_matter Write Open or close a matter. CanCloseMatter (user) — checked only when closing, not when opening
ltb_share_matter Write Share a matter with colleagues. The response includes matterNumber and appLink.
ltb_unshare_matter Write Remove a matter share. The response includes matterNumber and appLink.
ltb_share_matter_by_email Write Share a matter by email address. The response includes matterNumber and appLink.
ltb_unshare_matter_by_email Write Remove a matter share by email. The response includes matterNumber and appLink.
ltb_share_matter_nosync Write Share a matter without syncing existing deadlines. The response includes matterNumber and appLink. ShowAddNoSync (each target user) — checked per user; users without it are reported as not authorized and skipped
ltb_share_matter_nosync_by_email Write Share by email without syncing deadlines. The response includes matterNumber and appLink. ShowAddNoSync (each target user) — same per-user behavior, resolved by email
ltb_save_matter_tags Write Set the tags on a matter. The response includes matterNumber and appLink.

Deadlines & appointments

Tool Type Description Settings required
ltb_list_deadlines Read List the deadlines on a matter. When IsLongDescriptionDeadlineTypeEnabled (user) is off, long descriptions are omitted.
ltb_get_deadline Read Get a single deadline. When IsLongDescriptionDeadlineTypeEnabled (user) is off, the long description is omitted.
ltb_get_modified_deadlines Read List deadlines changed since a date.
ltb_get_hearing_notes Read Get hearing notes for a matter.
ltb_audit_calendar_deadlines Read Compare LawToolBox deadlines against your calendar and flag what's missing.
ltb_extract_deadlines_from_file Read Read a court or scheduling order and suggest deadlines from it.
ltb_calculate_deadline Write Calculate and save deadlines from a triggering event. CanCalculateDeadlines (user)
ltb_update_deadline Write Update a deadline. CanEditDeadline (user)
ltb_delete_deadline Write Delete a deadline. CanDeleteDeadline (user)
ltb_delete_trigger_date Write Delete a trigger date and its dependent deadlines. CanDeleteDeadline (user)
ltb_create_appointment Write Add an appointment to a matter. CanAddMiscAppointment (user)
ltb_update_appointment Write Update an appointment. CanEditDeadline (user)
ltb_delete_appointment Write Delete an appointment. CanDeleteDeadline (user)
ltb_update_case_note Write Add or update a deadline's case note.
ltb_upsert_deadline_tags Write Set the tags on a deadline. FirmCanCreateTag (firm) and UserCanCreateTag (user)
ltb_sync_appointment Write Sync a deadline to the matter's group calendar. Reminder events are created only when CalendarReminder (user) is enabled.
ltb_unsync_appointment Write Remove a deadline from the group calendar.
ltb_sync_update_appointment Write Push deadline changes to its calendar event. Reminder events are created only when CalendarReminder (user) is enabled.

Reports

Tool Type Description
ltb_date_range_report Read Deadlines within a date range.
ltb_rule_change_report Read Rule changes that may affect your matters.
ltb_modified_report Read Deadlines modified within a date range.
ltb_deleted_deadlines_report Read Deadlines deleted within a date range.
ltb_get_report_codes Read List available report types.

Users & firm administration

Tool Type Description
ltb_list_users Read List users in your firm.
ltb_get_user Read Get a user's details.
ltb_get_user_by_email Read Find a user by email.
ltb_get_firm Read Get firm details (administrators).
ltb_get_firm_diagnostics Read Get firm diagnostics (administrators).
ltb_create_user Write Add a user to your firm (administrators).
ltb_update_user Write Update a user (administrators).
ltb_set_admin_access Write Grant or revoke a user's admin access (administrators).

Groups

Tool Type Description
ltb_create_group Write Create a Microsoft 365 group for a matter.
ltb_create_group_by_thirdparty_matter_id Write Create a group using a matter's external reference ID.

Subscriptions & time tracking

Tool Type Description
ltb_get_subscription Read View your firm's subscription.
ltb_get_packages Read List available plans.
ltb_get_packages_by_license Read List plans by license count.
ltb_get_user_rates Read View your billing rates.
ltb_list_trackers Read View time-tracking entries.

Microsoft 365

Tool Type Description
onedrive_create_file Write Create a text file in your OneDrive.
sharepoint_search_files Read Search files across SharePoint and OneDrive.
sharepoint_search_group_files Read Search files in a matter's group library.
sharepoint_list_group_files Read List files in a matter's group library.
sharepoint_list_site_files Read List files in a SharePoint site.
sharepoint_search_site_files Read Search files in a SharePoint site.
sharepoint_get_file_content Read Read a file's contents.
sharepoint_list_matter_files Read List the files attached to a matter.