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Create searchable client email records for your firm

Create searchable client email records for your firm

Your client emails sit untracked in your inbox, making past correspondence hard to find. The automation logs each message to a searchable table so you can act faster same day.

Create searchable client email records for your firm

Overview

Untracked inboxes make it hard for a managing partner and support staff to find client context quickly; that slows decisions and follow-ups. This workflow centralizes every inbound message into a searchable table so your team can retrieve conversations and act the same day.

Create searchable client email records for your firm