Log sent emails to matter records for review
Log sent emails to matter records for review
Your sent client and matter emails sit scattered across mailboxes, creating audit gaps and billing delays. Captured messages become centralized records for attorney and admin review within the same day.
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Overview
When outgoing client emails are left in individual inboxes, billing and audits stall; this flow centralizes sent correspondence into a searchable table so attorneys and admins see message history in one place. That gives audit-ready visibility and supports same-day billing and review.