Once your administrator has set up the Access Legal Case Management add-in, you can associate emails with matters directly from your Outlook application.
To do this, follow the steps below:
Within Outlook, locate and select the required email.
In the Access Legal panel on the right, select the radio button next to the email details, then click Confirm.
In the Search Matter box, enter a search term, then on your keyboard hit return.
Tip: The search term could be the matter reference number or the client's name.Select the case then click Confirm.
In the General tab, amend the following fields as required:
Fee earner
Folder
Note
Click the Time & Cost tab then complete the following fields as required:
Charged or Uncharged
Units
Additional Cost
If there are one or more attachments with the email:
To view the attachments, click the paper clip icon.
To stop that attachment from being added to the matter, under the attachment name, clear the check box.
Amend the folder and charging options as required.
To accept the changes, click Confirm.
Alternatively, click Cancel.
Click Submit.
Review the warning message then click Continue.