Organize client emails from Outlook with seamless DMS integration

Challenge

I can’t keep client emails organized with case files, causing delays and confusion.

Solution

By implementing a Document and Email Management system, you can file emails from Outlook into case folders with seamless integration.


Benefits/Value

• Speed up filing: Save emails directly from Outlook fast with email management integration.

• Improve order: Link emails to cases in one system with a unified platform.

• Enhance clarity: Provide teams with clear email trails using an organized filing system.

• Reduce clutter: Clear the inbox with organized filing using automated email filing.

• Boost efficiency: Handle email tasks with less effort using streamlined processes.

• Secure data: Protect emails with cloud safeguards.

It will help you...

manage emails easily by tying them to cases, keeping admin work smooth.

It will help your teams...

find client emails quickly with secure access, aiding case flow.

It will help your firm…

respond faster with organized email management.