Keep legal emails linked to case records for case managers

Legal staff lose critical client emails when messages aren't linked to case files, causing fragmented threads and risk to filings. So case managers have full threads to start work with context.

Overview

Unlinked client emails fragment case records and increase filing risk. This workflow routes every incoming client message into your case system and notifies the assigned owner, turning inbox noise into a complete, searchable message history. Legal operations get cleaner case records and eliminate manual entry bottlenecks.

Notable Features

Log emails to case records
Attach full message threads
Alert assigned case owner