Connect Your E-mail

Save your e-mail correspondence in a Case.

E-mail is ubiquitious and the prefrred method of professional correspondence between counsel & client, aling with being an excellent way to maintain a record of communication.

When you connect your Microsoft or Google e-mail account to Casefriend you can easily save correspondence in your Case Timeline and save attachments in the Doc Browser. 

Here is how to connect your e-mail

1. Click your profile image and select My Settings
2. From the My Settings page click e-mail & e-mail settings
3. Select your email provider: Google or Microsoft. If you do not know ask your firm administrator
4. Enter your email username and password and follow the prompts to select your folders and save your settings.
5. Enter your email address and password then click Sign in. You will see a confirmation screen once your email is connected! 

Contact your firm administrator or [e-mail] for further assistance