Task guide
File email to a matter
Use a matter's own address so mail and attachments arrive scanned and wait for a fee earner to confirm them onto the file, and send from the matter.
The matter's address
Each matter has its own address at the firm's domain, shown on its Emails tab. Copy that address into any email about the matter, or forward mail to it.
A partner can change the address if it leaks; the old one then stops working.
What happens to incoming mail
- The message arrives and is scanned, with every attachment, before anyone can open it.
- The sender is matched to a party on the register as a suggestion, never as proof: the From line of an email is easy to forge.
- The message waits, pending, in Documents, Inbox.
Confirm or discard
A fee earner confirms the message into a folder of the matter as a kind of document, keeping the attachments they choose. Or they discard it with a reason. Both are recorded.
Mail to an address that names no matter goes to Unmatched for the firm administrator to review.
Send from the matter
Write to the matter's parties or to typed addresses from the matter's Emails tab. The message goes from the firm's address, is filed on the matter as it goes, and replies come back to the matter. A document is attached only if it may leave the firm: clean, and approved where a route applies.
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Read next
- Upload documents and keep their versionsFile documents on a matter, understand the scan that runs before anyone can open them, and work with versions and locks.
- Document approvalSend a draft for approval along the firm's route, and understand why nothing leaves the firm until the version asked for is approved.