Keep attorneys' client email records searchable for audits

Attorneys and office staff miss sent-email records, creating compliance gaps in client matters. Run a manual capture to log sent-email metadata into a central table so audit trails and messages are searchable.

Overview

Missing sent-email records exposes law firms to compliance risk and weakens client matter audits. This manual-trigger workflow captures sent-email metadata into a central records table so attorneys and office staff get reliable, searchable audit trails and eliminate communication gaps.

Notable Features

Manually trigger sent-email capture
Attach metadata to client matters
Make audit trails searchable