Logging an Email

Go to Communications and click New Email Log, or go to the matter's Communications tab.

Fill in:

• Matter — which matter this email relates to

• Subject

• Date and time of the email

• Direction — Inbound (from client/third party) or Outbound (sent by you)

• Summary — a brief description of the email content

• Participants — who sent and received the email

Optional:

• Attach the email as a file

• Mark as billable — creates a linked time entry

• Importance — Normal, High, or Low

• Confidential/Privileged flags

Click Save.