Keep legal emails attached to the right matter

Legal staff miss sent emails when subject codes are absent, leaving matter files incomplete. Logging sent emails to the right matter keeps communications centralized and ready for attorney review.

Overview

Misfiled outgoing emails create gaps in case histories and expose teams to missed facts during review. This workflow routes sent messages into the correct matter so attorneys always see the latest communications and case files stay complete. Legal operations report fewer manual filings and clearer audit trails after implementing similar flows.

Notable Features

Extract matter codes from subjects
Match emails to existing matters
Create communications in case system