Log incoming client emails to matter activity table
Log incoming client emails to matter activity table
Your client emails sit unlogged in inboxes, leaving matter records incomplete and billing unclear. Capture and link each message to the correct matter so you have an auditable trail before billing.
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Overview
Unlogged client emails create billing and compliance gaps; this flow captures incoming messages and links them to the right matter so practice managers and billing staff get an auditable trail. That produces linked records and updated counts within minutes, helping teams close follow-ups before the next billing run.