Keep client emails attached to matters for law firms
Keep client emails attached to matters for law firms
Legal staff leave client emails unlogged, causing billing mistakes and audit gaps. Saving outgoing emails to the correct matter keeps correspondence centralized so billing and audits stay accurate.
Overview
Law firms risk billing leakage and audit gaps when client emails aren't linked to matters. This workflow ensures every outgoing message becomes a matter note in your case system, keeping correspondence centralized so billing stays accurate and audits are straightforward.
Notable Features
- Attach sent emails to matters
- Match recipients to client contacts
- Create matter notes for billing