App4Legal for Gmail

Integrate App4Legal with your Gmail

App4Legal for Gmail is an add-on on top of your Gmail account that allows smooth integration between your App4Legal instance and Gmail account. Within a few clicks the add-on the user will be able to directly add new information, sync emails, access modules, and more. 

Add data from Gmail

App4Legal for Gmail makes it easy for users to add information to App4Legal such as a contact, matter, case, task, and more.

App4legal outlook add-on

Sync emails

Include the whole email or select parts of it and attach the documents in the email straight away to a specific matter. An intuitive way to upload emails and attachments directly from Gmail to App4Legal.

App4legal for outlook

Quick links to App4Legal

Through the “Quick Links,” the user of App4Legal Gmail add-on will be able to access the modules in App4Legal such as the dashboards, companies, contacts and more.

Outlook with App4Legal

Different logins

App4Legal for Gmail users will be able to log important email threads and archive them easily inside matters, cases, contracts and more.

Top FAQs and How-to Questions

The most convenient way to install App4Legal Gmail add-on is to click on the “Get add-ons” to search for the App4Legal for Gmail add-on in the marketplace. Log in and associate your App4Legal instance. Make sure the admin of your Gmail account allows 3rd party marketplace integrations. 

Select the email to which you need to add to a Case on App4Legal. The system will ask the user to choose the Case that the note needs to be attached to. All that you have to do is look up the needed Case in the Case Subject field. Once the Case is selected, the system will automatically add the body of the email as a Case Note. 

Upon the right click on the E-mail, users can select from the available functions. The system will use the Subject of the E-mail to be the Litigation Case or Legal Matter Subject and the content of the E-mail to be the Description of the Litigation Case or the Legal Matter.

In case there are attachments in the body of the email, the user has the option to select e-mail attachments and choose from attachments the needed one(s) to be added to the Related Documents of the Case. The email itself also can be added as an Outlook item in the form of an attachment (.msg) in the Related Documents of the Case.