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