Create matter communication from sent emails for triage
Create matter communication from sent emails for triage
Your sent client emails aren't recorded against matters, fragmenting case history and delaying billing. Attach outgoing messages so staff have complete correspondence ready same day.
Overview
Unlogged outgoing client emails create billing leakage and fragmented case records that slow down review cycles. This flow captures sent messages and attaches them to the correct matter so administrators and attorneys have billable correspondence and triage-ready context same day.