Add email summaries and log entries to matter cards

Your matter emails arrive with no summary, leaving you unable to triage requests or spot billable work. Get concise summaries attached to matter cards and logged for quick review before end-of-day.

Overview

When matter emails lack context, triage slows and billable work is missed; this workflow summarizes and attaches messages to their matter record. You and your program coordinator get instant context and a searchable log, ready for review before end-of-day.