ADD-ONS

App4Legal for Outlook

App4Legal Outlook integrates Outlook with App4Legal. This allows App4Legal users to track and sync emails and add information to the system, as well as access certain App4Legal modules directly without ever having to leave your inbox.

Connect your tools and never miss a detail

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, cases, contract and more.

Sync emails

Include the whole email or select parts of it and attach the documents in the email straight away to a specific matter.

Quick links to App4Legal

Through the “Quick Links,” the user of App4Legal for Outlook will access the modules in App4Legal such as the dashboards, companies, contacts, 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.

More App4Legal Core Features

Matter Management

A centralized and accessible database to organize and manage legal matters including all related legal data and documents.

Case Management

Keep cases on track with centralized document storage, streamlined processes, and visibility into your firm's performance

Task Management

Track your tasks with our simple, intuitive interface, while keeping team members in the loop with email notifications as tasks are updated.

Litigation Management

Consolidate all the information that is relevant to a litigation case in one simple and easy to use platform.

Client Management

Have a centralized contact database to ensure you will always have access to the most accurate and current client's data.

Time Tracking

Be more productive; create project scope, record work hours and keep everything on track with the insightful data.

Financial Management​

Track all money transactions in a built-in billing module with full accounting features that maximize efficiency and revenues.

Document Management System​

Keep all documents in one platform where you can find and share documents quickly and identify who last edited them.

Corporate Management

Make your corporate more collaborative, accessible and efficient with the leading practice management software

Notifications System

Get instant notifications of any updates that happen within your firm and be alerted on-time to achieve your legal tasks.

Reporting

Drive performance and get insightful reports. Analyze workflow performance and share the time tracking data.

Calendar

Stay Reminded and have a roll-up of all firm-wide appointments, deadlines, and staff meetings on one central calendar.

Intellectual Properties Management

App4Legals’s Intellectual properties module assists in the tracking of all intellectual properties such as trademarks, copyrights, patents, and other intellectual property means.

Get started today

Getting started with App4Legal is so easy. No need to fear—we have plenty of resources to help you hit the ground running!