Email filer

What does it do?

The email filer enables Users to file emails to the DMS

Email filing can be automated with built-in Outlook integration

Users may save their own favourites to speed the process

How is it different?

The email filer can suggest filing locations based upon recent filings, but also recent activity in the firm’s management or production systems

The system identifies the User, so can derive their Clients from the internal systems

As it links to the internal systems, it also knows which Clients are actually active in real-time

The email filing system, just like the DMS, can operate at different levels of granularity

For example, we can file at the group, Client or job (or matter) level

What are the benefits?

Emails are filed as they are received and sent

Emails to a single User are made available to the entire team

The main benefits are time-saving and the management of risk

How does it work?

Users have a front-end in Outlook, which controls all the operations of the system, from favourite filing locations to current filing locations

How is it used?

Users manage their own email filing in accordance with the rules laid down by the firm

How much does it cost?

Following installation and configuration, the stand-alone system costs from £39 per User per year

While it can operate in isolation, the email filing system is typically provided as a component of the full DMS

Custom installations can cost from an additional £2 per User per year

What is the technology?

As our email filer is an integral part of Microsoft 365, we use the Microsoft technology stack throughout