While legal document management is always a crucial matter for all legal practitioners in law firms and in-house legal teams, email management for lawyers is a discipline that is always overlooked. Daily, legal professionals send and receive a wide array of emails to their clients and colleagues- making email management a high priority issue. Inefficiencies in the way you handle your emails can lead to wasted time – not forgetting that time is your most asset.
Hence, simplifying email management for lawyers is paramount for attorneys. We will show you the best practices and tricks for better email management to help you save time and do your job easily.
App4Legal Email Integrations: Case management integrated with legal email management for Lawyers.
App4Legal offers advanced and easy to use addons that make it easy for lawyers to manage and track their emails and attachments from one place. Email management software for law firms
Manage your emails from one central system
Avoid switching between your email inbox and the legal practice management system. App4Legal allows lawyers to send and receive emails from one convenient place, saving lawyers time and money. Emails can be categorized and added to the related case or legal matter and automatically saved to enable simple search and secure storage.
Seamless integration with Gmail and Microsoft Outlook
App4Legal case management software integrates seamlessly with Gmail and Microsoft Outlook so that lawyers can ensure advanced email management at every step. Google Connect and Outlook Connect add-ons ensure an easy and automatic saving of your emails to their correct location, whether a contact or a matter.
Legal email management for Lawyers on-the-go
Legal practitioners can now access, manage, and respond to emails wherever they are from their desktop or laptop or using the App4Legal mobile app from a smartphone or tablet. Emails can be automatically saved to the relevant case, regardless of whether you access them from your phone or desktop. You no longer need to organize emails; App4Legal makes it easy to manage your emails from one convenient place, allowing you more time for billable work.
Manage your emails from one central system
Add data from your Microsoft Outlook or Gmail.
App4Legal email management integrations make it easy for legal practitioners to add information to the App4Legal practice management system directly from their inbox, such as a contact, matter, task, cases, contract, etc.
Sync emails between Outlook and Gmail
Add the full email content or select a certain part to be attached directly to a certain matter, whether a task, case, contract, etc.
Quick links for seamless integration
Through the “Quick Links,” the user of Google Connect or Outlook Connect can access the system modules, including dashboards, contacts, companies, and more.
Google Connect: Case management integrated with your Gmail.
Google Connect is an add-on to your Gmail account that allows smooth integration between your App4Legal instance and your Gmail account. By using the add-on, you will be able to directly add information, sync emails, access modules, and more within a few clicks.
How to access it?
Go to your Gmail account and click on the “App4Legal” logo. Start by opening an email, then click on authorize access. Enter your credentials and click “Log in” to connect Gmail to your App4Legal account.
You will be asked to enter the credentials of your App4Legal account for the integration to happen. You will also be able to add Data to the system, such as corporate matters, litigation cases, tasks, and more. Moreover, you will be able to log an email thread between yourself and another user, as a Matter Note, a Litigation Case, or Corporate Matter – through the “Log E-mail as” tab.
Furthermore, you will be able to include the whole email or select parts of it and attach the documents in the email to a specific matter straight away.
If you click on “Note”, you will be redirected to a page where you can enter the matter or the contract name. Moreover, you can include the email attachments and include the email as an Attachment.
Using App4Legal Gmail Add-on is a smart way to manage your legal practice. Remember, it is all about doing more for less! Try it from here.
Outlook Connect: Integrate your Law Practice management system with your Microsoft Outlook
Outlook Connect is an add-on that directly connects your Outlook account with your App4Legal instance, allowing you to track and synchronize emails from Outlook to App4Legal. You can also add information and access certain modules directly from Outlook.
How to access Outlook Connect?
After downloading the add-on, you click on “Log in” to connect Outlook to your App4Legal account. You will be asked to enter the credentials of your App4Legal account for the integration to happen.
After the connection is made, you will be able to add data to the system, such as a company, corporate matter, task, and more – through the “Add New” tab. Outlook Add-on also allows you to log email threads between yourself and other users, such as a Matter Note, a Litigation Case, Corporate Matter, or Intellectual Property – through the “Log E-mail as” tab.
Furthermore, you will be able to include the whole email or select parts of it and attach the documents in the email to a specific matter. The “Activity Feature” allows you to have a quick view of where the email has been linked or used in the core system of App4legal. Know more from here