Outlook Email Integration
Drag and Drop appointments, tasks and messages from Outlook® to PerfectLaw® matter codes
Outlook Email Drag and Drop Integration is one of PerfectLaw’s ® most popular and beneficial functions. Once users have reviewed their emails or attachments they can simply drag them from Outlook to a PerfectLaw® matter or folder to import them. If the same email is dragged to the same matter by a second user; PerfectLaw® alerts them it’s already there. Likewise users can select one or more documents from PerfectLaw® and drag them into Outlook emails as attachments. PerfectLaw’s® tight integration with Outlook makes All-in-One® matter files possible by combining emails, attachments with the other docs in your database. Other functions and benefits of Outlook email integration and the All-in-One® matter file are shown below.
General Email Integration Features:
- Microsoft® Outlook users can Link/Insert emails into one or more PerfectLaw® All-in-One® document folders
- Email attachments can be automatically detached and profi led as separate
documents during the link process
- Emails saved in PerfectLaw® are exact copies of the originals and can be reopened
in Outlook
- Users can browse, read and copy from emails in PerfectLaw® without opening
each individually profiled message in Outlook, using PerfectLaw’s split window Document Previewer feature
- Case or matter emails can be selected, accessed, forwarded, or replied to from PerfectLaw® The resulting email once sent is automatically profiled in PerfectLaw®
- Emails sent from Outlook can be linked via an auto-popup screen during any Outlook “send” operation
- Emails are automatically searchable in PerfectLaw® search methods supported
include advanced full text, profile, and compound searches
- Automatic prompts for time slip entry and case/matter linking are always available
when emails are sent or received
Event (appointment, task, and due date) Synchronization:
- Users can add matter codes to Outlook appointments (or TASKS & DUE
DATES) that synchronize with PerfectLaw® case/matter and attorney calendars
- Once any Outlook event is synchronized, it remains synchronized when the
event is changed in Outlook or PerfectLaw® the event appears in all PerfectLaw®
calendars with full functionality
- Event synchronization also supports due dates and tasks generated by PerfectLaw®
rule-based docketing software
- Any synchronized event is available to mobile devices using any wireless services
supported by Microsoft® Exchange
Contact Synchronization:
- Once users select PerfectLaw® or Outlook Contacts for synchronization; contact info is continuous synchronized between PerfectLaw®, Outlook, and your wireless device
- Outlook/PerfectLaw® synchronized contacts are available to all users subject to assigned security restrictions