Add sent email messages to matter communication logs
Add sent email messages to matter communication logs
Sent emails aren't attached to matters, leaving case notes incomplete and billing untracked. They are logged to the correct matter so case managers have thread context and billing-ready notes same day.
Overview
If sent messages are not captured against matters, your case history and billing records become incomplete and staff spend time reconciling. This flow files outbound emails into the right matter so case managers see thread context and billing-ready notes the same day.