Log client emails to matters and assign case owner
Log client emails to matters and assign case owner
Client emails sit unlinked in your inbox, delaying triage and leaving matters without context. Messages and attachments are logged to the correct matter so staff can respond same day.
Overview
Stop client messages from getting lost in the inbox and restore matter context for your cases. By logging emails and attachments directly to matters and assigning an owner, case managers can triage and respond same day, reducing follow-ups and missed deadlines.