Mail Sync Settings - Logging Emails in Lawmatics & Send From My Outbox
Lawmatics can be integrated with your email provider to automatically log emails that are being exchanged with contacts in your regular inbox into Lawmatics. This is incredibly useful to help keep your email conversations with leads and contacts in one central place, right alongside your other communications with them. Our email integration allows you to do just that, without changing the way you work.
With Lawmatics Mail Sync, you will also have the option to enable Send From My Outbox. This will allow any emails sent through Lawmatics to appear in the outbox of your regular email client.
Connecting your email to Lawmatics will create a connection between your email address and Lawmatics. We are able to log your emails with their proper contact/matter in Lawmatics by referencing their email address against your contacts and matters in Lawmatics. This means that any email sent to or received from an email that is connected to a matter in Lawmatics will automatically be logged in the timeline for that matter.
Our Mail Sync Settings fall into the User Settings category, so each of your firm's Lawmatics users can sync their own email account when signed into their own Lawmatics user account. In order to connect your email, simply navigate to Settings > Mail Sync Settings.
From there, you will need to follow instructions for the specific email provider you use. Please select from the list below
GSuite: Setup GSuite integration
*Note: If you are a Gmail user you will a see a screen similar to the one shown below prompting you to whitelist the Lawmatics app in your Google Admin Panel. Click on the link above for instructions on how to accomplish this step.
Yahoo: Setup Yahoo integration
Outlook: Select Microsoft Exchange option. If you get stuck during the setup progress, then come back and select the Other option.
As you are going through the setup process, you will need to grant access for Nylas, our third party email sync provider.
Once connected, you will have options to sync Emails, Attachments, Send From My Oubox, or any combination of those.
When you turn on the Sync Emails option, then every email coming through your inbox whose "to" or "from" email matches an email associated with a contact in Lawmatics, will be logged on that person's activity timeline.
If you choose to Sync Attachments, then any attachments either sent to or from a contact will automatically save as a File logged on their matter. You can feel free to come back to this page to make adjustments to your selections at any time.
If you choose to enable the Send From My Outbox option, you will be able to see any emails sent through Lawmatics in the outbox of your regular email client. This will help improve your firm’s email organization by keeping all emails in a central place. Not only will you still see emails logged on a matter’s timeline, but you can easily go to your outbox to see all emails sent from your address, including those sent via Lawmatics.
You will also notice the Disconnect button on this page, located in the upper right corner. If you disconnect an email integration, future emails will not be logged, however, all emails that have already been logged in Lawmatics will remain there. Please contact support if you need certain emails cleared out.
Does a contact need to have a matter in Lawmatics in order for their emails to be synced?
No, our email sync works for both matters and contacts. If the contact does have a matter, you will see the email logged on both their contact and matter. If they are only a contact, then you will just see emails logged on their contact timeline.
If a contact emails me from a different email address than the one on their Lawmatics contact will it still be logged?
No, only emails to/from the primary email on the contact will be logged in Lawmatics.
How will I know which of my users the contact exchanged emails with when it is logged on their timeline?
When you view the email activity log on the timeline, you will see the email address of the user for whom the conversation occurred with.
Will emails log for a related contact on a matter?
No, only the primary email address for the main contact on a matter will be used for logging emails.