Case-linked activity
Communication history and attachments can remain with the matter instead of becoming a separate staff record.
External communications
Keep client and third-party communication visible from the appropriate case context.
What it does
A practical part of the firm’s workflow.
External communications keeps available email, fax, call, note, and messaging activity visible from the related contact, intake record, or case. Staff can review inbound work, assign unmatched items, and preserve attachments with the matter when the applicable channel is enabled.
Inbound mailroom
Authorized staff can review unmatched items and assign, dismiss, or file them to the appropriate lead or case.
Contextual follow-up
Available reply, call, task, fax, or message actions can begin from the record the communication concerns.
How it works
What the team can expect.
Confirm the recipient and consent
Review contact details, channel availability, attachments, and any firm communication requirements.
Send or assign from context
Use the applicable case, intake, contact, or mailroom workflow so the activity has a clear destination.
Review the result
Check available status, file attachments, and resolve failures or unmatched inbound work.
Keep the conversation with the case.
Make relevant email and configured communication activity visible where the work happens.