The MatterX Legal Outlook integration allows legal professionals to seamlessly save their Outlook emails and meetings directly into MatterX, attaching them to specific matters within the system. This integration streamlines the process of recording client interactions, ensuring that all relevant communications are accurately tracked and associated with the correct matter without the need for manual updates.
With just a single click, users can save emails and meetings to MatterX, where they are automatically connected to the appropriate client records, opportunities, or matters. This feature not only saves time but also enhances accuracy, ensuring that your legal team can easily access all related communications and documents within the MatterX platform.
By incorporating the “Matter” entity, MatterX Legal enables even more precise management of case-related information, making it easier to maintain comprehensive records for each matter. Attachments can also be saved along with the emails or meetings, ensuring that all relevant files are stored securely within the context of the related matter. This integration ultimately improves workflow efficiency, reduces the risk of errors, and supports better client service by keeping all case-related information in one centralised location.
