For law firms: keep sent emails on matter records

Legal ops coordinators and attorneys miss sent emails in inboxes, creating billing and compliance gaps. Attach messages to the correct matter so case teams have complete, searchable histories.

Overview

Law firms risk missed billing and compliance when sent emails aren't filed to the right matter. This workflow attaches outgoing messages to the correct matter record, creating complete, searchable communication trails and eliminating manual filing. Firms report faster case handoffs and fewer missed correspondence issues.

Notable Features

Extract matter numbers from subject
Attach sent emails to matter records
Create searchable communication timelines