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Create matter communication records from sent client emails

Create matter communication records from sent client emails

Your sent client emails aren't logged to matters, scattering correspondence and slowing support handoffs. Capture outbound messages to the correct matter so admins can triage and respond same day.

Create matter communication records from sent client emails

Overview

When outbound client emails aren't consistently logged, case context fragments and response times slip. This flow records sent messages directly to the relevant matter and links the sender, giving case admins a complete thread and enabling same-day triage.

Create matter communication records from sent client emails