Lawmatics Mail Sync Overview

Lawmatics can be integrated with your email provider to automatically show email exchanges from your external mailbox on the matter page in 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 will need to sync their own email account when signed into their own Lawmatics account.

To connect your email, navigate to:
​Settings > Mail Sync Settings

From there, follow instructions for your specific email provider:

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:

Every email coming through your inbox whose "to" or "from" address matches a contact in Lawmatics will be logged on that person's activity timeline.
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Any attachments sent to or from a contact will automatically save as a File logged on their matter. You can return to this page anytime to make changes.

Note: Certain file types such as signature images, .ics calendar files, or duplicates are automatically excluded to keep only important attachments.
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Emails sent through Lawmatics will appear in the outbox of your external mailbox. You’ll still see emails on the matter’s timeline, but now you can also view all sent emails directly from your regular outbox.

Once connected, you will have options to sync Emails, Attachments, Send From My Outbox, or any combination of those.

You will see a Disconnect button on this page (top right). If you disconnect, future emails will not be logged. However, previously logged emails will remain in Lawmatics.
Please contact support if you need certain emails cleared out.

Lawmatics offers a matter quick reply feature for all users who have their mail account connected and the Send From My Outbox option turned on.

To use:

Does a contact need to have a matter in Lawmatics in order for their emails to be synced?
Yes. A contact must be related to a matter as the main point of contact or through a relationship on the matter. Emails will sync if they are a recipient, CC, or BCC. You can turn this off for certain relationship types in:
​General Settings > Matters > Relationship Types
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If a contact emails me from a different email than the one on their Lawmatics contact, will it still be logged?
No. Only emails sent to/from the primary email on the contact will be logged.
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How will I know which of my users the contact exchanged emails with when it is logged on their timeline?
The email address of the user will be shown in the email activity log on the timeline.
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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.
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What if a contact has multiple matters? How can I make sure a specific email syncs to that matter?
Use our email assigning inbox to view all synced emails from a contact and assign them to the appropriate matter.

Who can see emails that are synced to Lawmatics?
By default, users only see emails relevant to them, including both sent and received emails from their synced email account.

However, you can expand access through Email Inbox Delegates:

This feature is particularly useful for allowing assistants or intake staff to help manage email assignments for your firm.

When viewing synced emails on a matter's timeline, you'll see the email address of the user who was involved in the email exchange, so it's clear which team member communicated with each contact.

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​[Learn more about our email assigning inbox here.]