Add incoming client emails to case activity notes
Add incoming client emails to case activity notes
Your incoming client emails sitting unlogged cause lost context and missed follow-ups for case teams. Attaching each email to its case creates an auditable activity log and enables same-day responses.
Overview
Unlogged client emails create friction and slow responses; this flow captures every inbound message and pins it to the right case so your case managers see the full history. The result is auditable records and faster, same-day client responses.