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LawToolBox Agent Turns Microsoft 365 Copilot into an AI Tool for Legal

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LawToolBox provisions client matter containers in Microsoft 365, and when combined with its customizable prompt library, Copilot has the context it needs to give accurate and grounded responses to legal professionals

DENVER, April 2, 2025 /PRNewswire/ — LawToolBox, the first legal app certified to work with Microsoft 365 Copilot, announces a Microsoft Copilot community prompt library, to further enhance Copilot for the legal industry. Community prompt library sections can be hidden or displayed in each firm’s prompt library. 

Designated prompt experts in the firm can customize community prompts to better accommodate their organization’s needs, practice areas, and expertise. Contributors to the LawToolBox prompt community library may submit prompts that LawToolBox attributes to them to identify thought leaders in the industry. Once the LawToolBox prompt library has been customized, each legal professional in a firm can save their favorite community prompts to their Microsoft Copilot prompt gallery.

The LawToolBox team is touring the country and presenting at Microsoft’s Innovation Hubs across the US and EMEA discussing this new feature, and showing how LawToolBox activates client matter containers in Microsoft 365 to provide context and to anchor Copilot queries to the relevant client matter data. LawToolBox for Microsoft 365 and its Copilot Agent has been deployed in the Microsoft Innovation Hub demo environment across the globe, so it is readily available for Microsoft Innovation Hub architects and Microsoft internal field sellers to demo. Microsoft’s Corporate Vice President for Microsoft 365 Copilot Ecosystem Srini Raghavan describes LawToolBox AI for M365 here.

Copilot without LawToolBox doesn’t have enough client-matter context to limit questions about your legal work to the legal data in your client matters. For example, if an attorney asks Copilot without LawToolBox for “upcoming deadlines” they might get some legal deadlines mixed in with reminders about upcoming birthdays or dentist appointments. But with LawToolBox, questions attorneys pose to Copilot are grounded in their legal client matters and the answers are relevant and help them get started working quickly.  When attorneys ask Copilot with the LawToolBox agent for upcoming deadlines, the response is grounded in their legal client data, and they get a clean and contextually relevant list of their actual work deadlines.

LawToolBox has seamless integrations with leading billing systems, and DMS solutions like iManage and NetDocuments, that allow LawToolBox to automate the creation of copilot containers for client matter data in M365 from the “system of record”. Legal organizations that have custom accounting solutions or case management systems that expose a database can use Microsoft Azure Logic Apps to easily create LawToolBox client matters using the robust LawToolBox API. Further, our integration partners like Centerbase, Coyote, Soluno, and SurePoint LMS (with more coming soon) can also serve as the “system record” for LawToolBox client matters.

The LawToolBox Copilot Agent requires purchase of the LawToolBox for Microsoft 365 platform and Microsoft Copilot. LawToolBox for Microsoft 365 which is an award-winning app that has the industry leading integration with the Microsoft platform. LawToolBox has built its solution around Microsoft 365 because Microsoft spends over a billion dollars a year protecting this platform. Because LawToolBox builds client matter containers in Microsoft, it is the only product in the industry that organizes and aggregates your legal calendar, files and data in the Microsoft platform. This allows your LawToolBox client matters to inherit Purview sensitivity labels and is primed to provide contextually relevant answers to questions asked in Copilot. 

By seamlessly integrating with Microsoft 365 and Copilot, LawToolBox empowers law firms and legal departments to get the most out of Microsoft products they are already paying for. And with its enhanced Copilot Agent LawToolBox acts as a gateway agent for legal practices wanting to safely enhance their practice with safe and secure AI from Microsoft 365 Copilot. 

LawToolBox for Copilot + Microsoft Service Providers and resellers + Legal Professionals is a win-win-win scenario:

For LawToolBox: It strengthens its position as the leading legal solution leveraging the Microsoft 365 ecosystem.For Managed Service Providers and Resellers: They can use LawToolBox to sell to corporate legal departments which are the gateway to the rest of the organization, and internal Microsoft sales can retire some of their sales quota.For Legal Professionals: Legal professionals gain a streamlined, efficient way to use Copilot AI to safely manage their work, reducing risks and improving productivity.

“As part of our mission to integrate seamlessly with the Microsoft ecosystem, we are enhancing LawToolBox Copilot,” said Carol-Lynn Grow, co-founder and COO at LawToolBox. “In this new framework, legal professionals can anchor their Microsoft Copilot with legal client matter containers in Microsoft 365 provisioned through LawToolBox.” To learn more: book a demo

Press Contact: Lesly Kenney, 303-759-3572, lesly.kenney@lawtoolbox.com

About LawToolBox:

Founded in 1998, LawToolBox is a leading provider of legal calendaring and deadline management software trusted by over 8,000 law firms, corporate legal departments, and government agencies worldwide. LawToolBox offers a range of tools that help legal professionals manage court, administrative, transactional, and regulatory deadlines, activate client matters from document management and accounting software, and collaborate seamlessly with team members. LawToolBox natively integrates with Microsoft 365, including Microsoft Teams, Outlook, and SharePoint, and other leading legal software providers. LawToolBox has been recognized for its innovation and impact, winning numerous Microsoft awards, including “2021 Microsoft Partner of the Year Finalist,” “Best SharePoint Solution” and “Best Office Integration.” 

View original content to download multimedia:https://www.prnewswire.com/news-releases/lawtoolbox-agent-turns-microsoft-365-copilot-into-an-ai-tool-for-legal-302417748.html

SOURCE Lawtoolbox.com, Inc.

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As AI Speeds Up Marketing, Louisville’s RedTag Bets on Strategy

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Independent agency unveils new brand and website, and co-hosts Louisville’s PROOF AI Workshop

LOUISVILLE, Ky., Oct. 17, 2026 /PRNewswire/ — RedTag, an independent Louisville-based marketing agency, this month unveiled new positioning, marking its evolution from a digital performance agency into a strategy-first marketing partner. The move comes as AI makes execution faster than ever, and RedTag is betting that strategy, not speed, is what will set businesses apart. Clients can now choose from outcome-based programs that best fit their marketing needs. 

“Clients don’t come to us needing more tactics. They come to us needing a path,” said Russ Renbarger, founder and CEO of RedTag. “Our new brand says out loud what our work has shown for years: We start with strategy and build everything on that foundation.”

RedTag built its reputation on high-performing paid digital campaigns. Over the years, the agency expanded into strategy, creative, video production and website development, giving clients one partner for the full scope of their marketing. Most recently, a team of automation specialists has integrated AI across the agency to speed up production and analysis, guided by an internal AI policy that keeps people accountable for quality. The time AI saves goes back into strategy: knowing what to say, who to say it to and why.

“Our best client relationships have always been partnerships, where we’re in the room when the big decisions get made,” said Alison Conway, chief client officer at RedTag. “This evolution is about bringing that strategic partnership to every client.”

On Oct. 14, RedTag co-hosted the PROOF AI Workshop with Slingshot, Vsimple and Advanced Business Solutions. The hands-on event gave Louisville business leaders practical experience applying AI to their own work. RedTag led the event’s AI in Marketing and Branding track, with four sessions ranging from AI search optimization to a playbook for adopting AI across an organization.

“AI can produce hundreds of ads in an afternoon, but it can’t tell you which one your brand actually needs and why,” Renbarger said. “The faster the tools get, the more valuable human-led strategy becomes.”

RedTag was named the agency of record for the Commonwealth of Kentucky in 2025. Its client list includes PGA of America, Castle & Key Distillery, Bourbon Barrel Foods, ShopCaterpillar and American Beverage Marketers. Since 2023, RedTag’s work has received two Emmy Awards and more than 35 ADDY and AIGA awards. The agency is a four-time Louisville Business First Fast 50 honoree and was named one of the 2026 Best Places to Work in Kentucky.

To learn more about its outcome-based programs, visit RedTag Programs

About RedTag

RedTag is an independent, strategy-first marketing agency based in Louisville, Kentucky. Established in 2008, the agency starts every engagement by understanding the goal before recommending tactics. With a foundation rooted in discovery, RedTag delivers full-scale marketing campaigns built around each client’s business goals. RedTag serves organizations across hospitality, sports, agriculture, government, retail and consumer packaged goods. Learn more at redtag.agency.

View original content to download multimedia:https://www.prnewswire.com/news-releases/as-ai-speeds-up-marketing-louisvilles-redtag-bets-on-strategy-302911869.html

SOURCE RED TAG LLC

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The National Association of Mortgage Brokers Announces its Launch of MORE, New Mortgage Education and Professional Development Platform

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NAMB MORE brings training, credentials, professional development and daily mortgage market information together in one place

LAS VEGAS, Oct. 17, 2026 /PRNewswire-PRWeb/ — The National Association of Mortgage Brokers (NAMB) the first and only national volunteer-led and membership-driven organization representing the interests of mortgage brokers and home buyers since 1973, today announced the launch of NAMB MORE(Mortgage Originator Resources and Education), a new learning and professional development platform designed to give mortgage professionals the education, resources and information they need to grow throughout their careers.

MORE officially launches today during NAMB National 2026, being held October 16–19 at Caesars Palace in Las Vegas. The platform is designed as a long-term resource for mortgage professionals at every career stage, bringing training, credentials, professional development and timely industry information together in one place.

Mortgage professionals can learn more and access the platform at nambhasmore.org. Access to MORE will be free through NAMB Focus, January 7–9, 2027. Users must have a NAMB member profile to access the learning management system.

“NAMB MORE represents a significant investment in the future of mortgage professionals and the continued advancement of our industry,” said Michael Farrell, President of NAMB. “We wanted to create more than a collection of courses; we wanted to build a resource that professionals can turn to throughout their careers. NAMB MORE delivers valuable education, professional development and practical information members can apply to their businesses daily. ‘NAMB has MORE’ is a mantra the entire organization embraces, reflecting our commitment to providing the industry with innovative tools that support professional growth, strengthen advocacy and help foster our members’ success. “MORE was developed with the mortgage industry in mind, with NAMB and subject-matter experts contributing to the platform’s educational content.”

The platform is designed to support mortgage professionals from their first year in the business through experienced production, management and leadership roles. Educational resources span foundational mortgage knowledge, loan origination, mortgage programs and products, business growth, sales and marketing, borrower experience, professional development and more.

The MORE course library includes content across core categories such as:

Business Strategy & GrowthLoan OriginationMortgage FoundationsMortgage Programs & ProductsProfessional Development & Workplace SkillsSales, Marketing & Borrower ExperienceGeneral

Additional learning resources and credentials are designed to help mortgage professionals continue developing their skills as their careers evolve.

A key component of the new platform is the MORE Daily Dashboard, which serves as the home screen members see when they log into MORE. Rather than requiring members to visit the platform only when completing a course or pursuing a credential, the Daily Dashboard is designed to give mortgage professionals a reason to return every day.

The Daily Dashboard currently features:

Mortgage Rate Alert Widget: Provides information about the factors affecting mortgage rates and refreshes at least hourly.Upcoming Events: Highlights NAMB events and opportunities so members can stay connected to the association and industry.Daily Access to MORE: Provides a central starting point for accessing education, professional development and other resources.

“The Daily Dashboard is an important part of what makes MORE different,” added Farrell. “We want MORE to become part of a mortgage professional’s daily routine. Whether someone is checking the latest rate information, looking for an upcoming NAMB event or continuing their professional education, MORE puts useful resources in one place.”

About NAMB: The National Association of Mortgage Brokers has been the only national volunteer-led and membership-driven organization representing the interests of mortgage professionals and homebuyers since 1973. NAMB provides mortgage professionals with advocacy, education, and rigorous certification programs to recognize members with the highest levels of professional knowledge and education. NAMB’s active lobbying and advocacy efforts focus on national and state issues, protecting the interests of its members and borrowers. As the leading national trade association for the mortgage industry, NAMB is affiliated with state associations throughout the country and represents the interests of more than 546,800 licensed and registered Mortgage Loan Originators and 49,100 licensed Mortgage Broker and Mortgage Lender businesses throughout the U.S. www.namb.org

Media Contact

Joshua Steinfeld, Steinfeld Consulting, 1 339-225-1581, steinfeldconsulting@gmail.com

View original content:https://www.prweb.com/releases/the-national-association-of-mortgage-brokers-announces-its-launch-of-more-new-mortgage-education-and-professional-development-platform-302910967.html

SOURCE The National Association of Mortgage Brokers

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The United States Golf Association Selects Gupta Media as Paid Media Agency of Record

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The appointment comes as the USGA looks to continue to strengthen brand equity and increase awareness and engagement with golfers nationwide

BOSTON, Oct. 17, 2026 /PRNewswire-PRWeb/ — The USGA, the non-profit governing body of golf in the United States, has named Gupta Media its paid media agency of record following a competitive pitch process that began in February. Gupta Media will lead paid media strategy, planning, buying and reporting in support of the USGA’s Championship ticketing and broader commercial initiatives, while helping grow brand equity, awareness and engagement across the organization. Its work will span key USGA priorities, including golf’s official Handicap Index® and GHIN app; the Rules of Golf and the USGA’s governance of the game; Membership; and initiatives that advance golf through sustainability, research and innovation, and greater access and inclusion. The relationship expands beyond media execution to include audience strategy, first-party data integration, measurement and optimization.

“Gupta Media stood out for its ability to connect the dots between data, audience strategy, media and creative to real business outcomes, so we’re incredibly excited for this next chapter.”

The relationship comes at an important moment for the USGA, with the organization focused on continuing to expand its reach and deepening brand affinity across the ever-growing, diverse golf community. Gupta Media will help drive ticket sales for some of the sport’s biggest events, including the 2027 U.S. Open at Pebble Beach Golf Links, the 2027 U.S. Women’s Open at Inverness Club, the 2028 U.S. Open at Winged Foot Golf Club and the 2028 U.S. Women’s Open at Oakmont Country Club. The agency will also support the USGA in creating greater awareness and brand recognition for its corporate Partners through co-branded content and paid media.

Golf has an enormous network of people who love the game, creating a growing opportunity to build a deeper, more direct relationship between golfers and the organization. That challenge is exactly what Gupta Media is built to strategically address — from growing membership and promoting ticket sales for major live events to reaching new audiences and understanding customer lifetime value. By bringing together audience insights, first-party data and media performance, Gupta Media will help the USGA create more relevant, effective marketing that drives measurable business results while strengthening its connection with the next generation of golfers.

“We were looking for an agency that could bring a deep understanding of our audiences, a genuine enthusiasm for our mission and the strategic expertise to work with us through this next phase of golf’s growth,” said Lynn LaRocca, USGA’s Managing Director of Brand & Marketing. “Gupta Media stood out for its ability to connect the dots between data, audience strategy, media and creative to real business outcomes, so we’re incredibly excited for this next chapter.”

“There’s a personal element to this partnership that makes it especially rewarding. My golf journey began 30 years ago when I first visited Pebble Beach as a teenager, long before I could imagine actually playing on the course,” said Gogi Gupta, Founder, Gupta Media. “To now have the opportunity to connect that lifelong passion for the game with the work we’ve spent years building and fine-tuning our agency to do feels like kismet. We’re eager to bring our proficiency to an organization that plays a leading role in the great game.”

The relationship brings together Gupta Media’s deep experience in sports marketing with its data-driven approach to audience strategy, media and creative. The agency has developed a specialized set of tools and processes to address data and analytics challenges of sports and live events, including TallyTickets.com, its proprietary ticketing analytics platform that helps teams understand sales trends, forecast demand and make more informed marketing and media decisions. Gupta Media’s experience spans sports, entertainment, premium events, and pop culture, giving the agency a comprehensive understanding of the audience models and fan behaviors that shape the industry.

About the USGA:

The USGA is a mission-based golf organization whose purpose is to unify the golf community through handicapping and grassroots programs; to showcase the game’s best talent through the U.S. Open, U.S. Women’s Open, and 13 other national championships and our museum; to provide unbiased global governance with The R&A through the playing, equipment and Amateur Status rules; and to advance issues important to golf’s future, with a focus on driving sustainability.

About Gupta Media:

Gupta Media, a certified Minority Business Enterprise, is a strategic consultancy at the intersection of creative strategy, digital media, advanced analytics, and performance marketing. We drive growth for professional sports franchises, global tech leaders, DTC brands, major music labels, and other high-profile organizations by building intelligent media plans, best-in-class reporting tools, and custom enterprise technology. Founded 25 years ago by Cornell grad Gogi Gupta, the agency is known for developing new methods of maximizing advertising efficiency in a digital-first world. Harvard Business School’s case study on Gupta Media was taught to all incoming students for three years and is still taught around the globe.

Media Contact

Carly Carioli, Gupta Media, 1 617-682-3733, ccarioli@guptamedia.com, guptamedia.com

View original content:https://www.prweb.com/releases/the-united-states-golf-association-selects-gupta-media-as-paid-media-agency-of-record-302911621.html

SOURCE Gupta Media

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