Attach sent emails to matter records for billing readiness
Attach sent emails to matter records for billing readiness
Your sent emails with matter numbers sit in personal mailboxes, scattering correspondence and delaying billing. Centralize those messages into their matter so your team can bill and act same day.
Overview
Make outgoing client emails part of the official matter record so attorneys and practice managers stop hunting in individual inboxes. The firm gains a single, searchable communication history and can move billing and file prep to same-day completion.