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Create matter notes from incoming client emails for triage

Create matter notes from incoming client emails for triage

Your client emails arrive unlinked to matters, creating gaps in case history and slowing team handoffs. It logs messages as matter notes so your project managers see context same day.

Create matter notes from incoming client emails for triage

Overview

Inbox correspondence often contains case-critical details that never reach the matter record; this flow captures those emails and writes them to the right matter so project managers and administrators always have context. Teams gain triage-ready history within minutes and preserve audit trails for reviews.

Create matter notes from incoming client emails for triage