Emails contain a wealth of matter-related information, but they are often scattered in various email accounts used by current (and former) law firm staff. Unorganized office correspondence and client-related emails result in both security & compliance problems…
Matter-Based Email Management
CosmoLex tames your out-of-control email inbox and ties up loose ends by ensuring that each email (and attachment) is filed within the appropriate client matter folder. The system is so smart — it will alert you if it could not find a match — or if it found more than one match. This feature alone will save you countless hours organizing all your emails. Plus, you can rest assured that you have a complete “paper trail” for every email associated with any matter A big plus when disputes or compliance questions arise.
Using Gmail? Using Outlook? Whatever you’re using, simply add a setting to your preferred email tool to automatically forward all your emails to your CosmoLex mailbox. Then watch CosmoLex work its magic. Its unique, matter-centric approach allows CosmoLex to do a better job at managing your practice email than anything you’ve ever seen or imagined — take a look.
Categorize Your Communication
Group individual emails under your own categories, such as ‘Client Discussion’ or ‘Discovery’. You can even apply multiple categories to a single email for cross-referencing. (“old school”, but still valuable!) As emails are categorized, they are automatically removed from the Inbox to make it easier to manage new emails and keep your Inbox clutter-free. You can even use global exclusion rules to filter out email addresses that you simply want to ignore.
Easy Billing for Email Correspondence
Lawyers read & act on emails all the time — from multiple devices. Until CosmoLex, time tracking for email was difficult, if not impossible. Retrofit “billing from memory” misses too much. With CosmoLex, you simply mark your email as “billable” and record the time spent along with any details. Nothing falls through the cracks. Billing leakage is reduced.
Permissions & Privileges, Protect Email Privacy
Just because all of your CosmoLex users can forward their incoming/outgoing emails to your CosmoLex account does not mean everyone should be able to view each others’ emails
CosmoLex gives you complete control. You can:
Prevent a user from seeing ANY emails
Limit a user to seeing only their emails
Specify select users to see other user’s emails
Emails contain sensitive data. It is critical that email data is kept with rest of the matter records, and CosmoLex does that automatically. But it does not mean you need to compromise security or the level of access you provide CosmoLex users. Your CosmoLex managed emails are protected with the same bank-grade security features used throughout your CosmoLex account.