Skip to content
Templates
Create matter email entries in your project queue

Create matter email entries in your project queue

Your inbox mixes client and candidate emails without matter context, delaying placements and prep for calls. Capture each email into a matter record so project coordinators have context ready same day.

Create matter email entries in your project queue

Workflow preview:

Zap details:

Overview

Stop losing placement context in crowded inboxes by capturing external client and candidate emails into a matter-level workspace automatically. Project managers and coordinators get ready-to-act context same day, reducing time spent searching and preventing missed outreach before deadlines.

Create matter email entries in your project queue