Log case emails into matters and create time entries
Log case emails into matters and create time entries
Your case emails lack context in your inbox, leaving matters incomplete and slowing triage. It logs cleaned messages to the right matter and records a short same-day time entry.
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Overview
Unlogged case emails create gaps in matter history and can delay billing. This flow cleans incoming case-related messages, attaches them to the correct matter, and records a same-day time entry so coordinators and partners see activity before the next billing run.