Lawyers keep client emails tied to matters and billing

Lawyers' sent emails go unarchived, causing missed billables and messy matter records. It files each sent message to the right matter, logs a billable entry and keeps case boards current.

Overview

Law firms lose billable time and case continuity when outgoing emails aren't recorded. This workflow captures each sent message to the correct matter, logs billable entries and updates case boards, eliminating missed billing and keeping matters ready for the next handoff.

Notable Features

Archive sent emails to matter
Log billable time entries
Update case boards with notes