Integrate Microsoft Outlook with App4Legal

App4Legal Outlook add-on connects Outlook with App4Legal allowing App4Legal users to track and sync emails to App4Legal, add information to the system as well as access certain modules directly from it.

Add data from Outlook

App4Legal for Outlook makes it easy for users to add information to App4Legal directly from Outlook such as a contact, matter, task, and more through the “Add New” tab.

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 Outlook to App4Legal.

Quick links to App4Legal

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

Different logins

App4Legal for Outlook 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 Outlook add-on is to simply open Outlook Desktop app and open the Store via the button in the top toolbar. In the Store search for “App4Legal for Outlook” and you’ll find the Add-on, then, click on the Add button. 

That’s all! Now you can simply log in and start enjoying App4Legal for Outlook.

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. The attachment appears in the Related Documents part in the screenshot below.

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.