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Email Management

PartnerMail

  • Part of our Partner Productivity Suite, which enables the capture of emails, Office documents and pdfs, and stores them in Partner for Windows Case Manager
  • Capture emails from your inbox and file directly into Case Manager
  • Combine or separate multiple emails per case
  • Auto time record an email in or out or show the timer for user-input
  • Personalised Microsoft Outlook add-in tool to suit your working practices
  • Database search facility
  • File emails automatically or on a ad-hoc basis where the user chooses which emails to file and when

Email plays a large part in the busy worker’s day and firms need to ensure that relevant emails are stored appropriately and not lost.  PartnerMail, a component of our Partner Productivity Suite (PPS), is an easy to use plug-in to Microsoft Outlook designed to improve the efficiency of transferring emails from Microsoft Outlook to Partner for Windows Case Manager.

Using PartnerMail, sent and received emails can be easily captured  and stored in in Case Manager, saving them in the database forever, without concerns about Microsoft Exchange being down or the emails being deleted.  When an email is received in the inbox, PartnerMail will try and cross-reference the sender’s email address to the database and offer a short-list of potential matches to speed up the filing process.  PartnerMail can ensure automatic capture of time spent working on emails which not only makes certain that time is recorded on a matter but also saves the fee earner having to manually input the data.

  • Click here to download the PartnerMail fact sheet