Streamline Your Email Workflow with New Enhancements To Matters.Cloud for Microsoft Outlook

August 14th, 2023

Are you looking for a better way to file your emails?

Introduced earlier this year Matters.Cloud for Microsoft Outlook is designed to streamline the email management process for legal professionals, allowing them to seamlessly save important emails directly to legal matters, whilst capturing time automatically.

The latest version of Matters.Cloud takes this functionality to new heights offer a range of innovative features that are set to transform the way legal professionals interact with their emails.

Save multiple emails to a matter

It's easy to send multiple emails back and forth with a client when working on a matter, as such we have introduced new functionality to enable saving of multiple emails to a matter in a single process.

Users can select multiple emails from their inbox (or sent items) and then select which matter to save them to as follows:

This feature includes the option to add categories, record time entries for each email, and save all attachments to designated folders. This bulk filing capability drastically reduces the time spent on manual filing tasks, letting you focus on more strategic aspects of your legal practice.

See which emails have been 'Filed' at a glance

Identifying which emails have been previously filed to your document repository can be both time consuming and challenging. To address this we have introduced two new capabilities within Matters.Cloud for Microsoft Outlook as follows:

When a user saves an email, a category of 'Filed' will automatically be marked on each email that is saved using Matters.Cloud for Microsoft Outlook. This applies when filing emails from the Desktop, Web or Mobile versions of Outlook:

For users of NetDocuments, Matters.Cloud now supports the global filing indicator. This integration prompts users if an email has already been filed by another user to NetDocuments, avoiding duplicated efforts and ensuring streamlined collaboration.

Keep your inbox clutter-free with save and delete

To assist in keeping your inbox clutter-free, we now provide an optional setting that enables automatic email deletion after successful filing:

Once selected, the system will automatically move any emails which have been successfully saved to the deleted items folder to be archived or automatically permanently deleted:

Save time when filing attachments

Do you need to save important attachments as separate documents? Perhaps a client has sent back a contract for review? We have introduced a new 'Save attachments' facility allowing users to specify a folder to save selected attachments to as part of filing emails. This feature simplifies document management and ensures all relevant information is stored in an organised manner.

To learn more about Matters.Cloud for Microsoft Outlook and how it can transform your legal practice, visit our website at www.matters.cloud/app-marketplace/outlook or contact our sales team at info@matters.cloud.