Email communication has become the standard form of communication between attorneys and their clients in today’s modern world and the task of managing the numerous emails and attachments received on a daily basis has become an onerous task for many legal practitioners.
Vital information and important documents are often hard to find and difficult to assign to a particular Matter.
With this in mind, LegalSuite has developed an Outlook add-in which allows you to drag an email from your Inbox and drop it onto a Matter. The email and its attachments are added to the Matter’s Document Log and becomes permanently associated with that Matter. Not only does it help provide a complete record of the communication on a particular Matter, but it also allows other users to view the email and its attachments which would otherwise be inaccessible to them.
The LegalSuite Outlook add-in is an essential tool to not only centralise and share all relevant documentation and communication pertaining to a Matter, but it also helps you get control of your inbox and avoid email hell.
How it works…
The LegalSuite’s Outlook add-in is installed on each user’s PC and creates a new pane in their Outlook listing all the Matters that are in LegalSuite. Users are then are able to drag and drop an email onto a Matter, which adds the email as well as its attachments to that Matter’s Document Log in LegalSuite. At the same time, they can add a Fee Note (for perusing the email), add a File Note (to record any notes) and even a Reminder (to attend to the Matter in the future).
