Outlook Add-In for Legal Case Management Software | Matter365

Outlook Add-in

A significant portion of lawyer’s time will be spent on email correspondence. In order to make tracking of that time more efficient, and to help manage attachments from emails and existing Matter files, we created Matter365 add-in for Outlook.
To read more on add-in installation, click here.
Add-in is available in both online and desktop versions of Microsoft Outlook.

Accessing the Outlook add-in

In the desktop version of Outlook, add-in can be accessed through the Quick Access Toolbar.  For the add-in to show up you must select an email: 
Accessing the add-in in desktop version of Outlook
In Outlook online, you can access the add-in while reading any of your emails, or while drafting a new email.
Accessing the add-in in Outlook online
Accessing the add-in in Outlook online while drafting a new email
There are 2 tabs in Matter365 Office add-in: Stopwatch and Matters.

Stopwatch add-in tab

Stopwatch tab shows the timer and time tracking items you already have recorded in Matter365. Main timer play icon will start a timer for a new activity. X icon in main timer will cancel current time tracking shown on it. You can also re-start timer on any of the existing activities by clicking play button next to their time.
Stopwatch add-in tab
After you pause the timer for tracking a new activity, a dialog will appear and you connect it to a Matter you worked on.
Stopping the timer and connecting tracked activity to a Matter
After saving them, time trackings added through add-in can be found in Matter365 web application as well as in the add-in itself. Next to time tracking items in the add-in, there are icons to edit time tracking details (pencil) or delete time trackings (thrash can). Time tracking items with these actions disabled are representing those that are already invoiced for, hence they can't be changed.
Options to edit or delete a time tracking record

Matters add-in tab

Matters tab shows all of the Matters existing in Matter365, with option to search or sort them by ID (showing either newest ones, or oldest ones first). At the top of this tab, you can see the details of the email that is currently selected, like subject, sender and number of attachments in it.
Matters tab of the add-in
You can also browse through Matters and see the documents in any of them. This can be useful in a situation when you’re drafting a new email, and you want to attach existing Matter files to it. To do so, choose the Matter, select the files you want attached, and click the Attach button.
Attaching existing Matter files to a new email
Another situation when this add-in comes useful is when you receive important email that needs to be shared with other lawyers working on the same Matter with you. Since you received the email on your personal address, it is available only to you. To share it with others, you can open the email in question, choose the appropriate Matter from Matter365 add-in and use the option Store Email. Emails with the same name (for example emails from the same email chain) will be stored as samename (1), samename (2), etc.
Storing email to an existing Matter
This action will forward the email to that Matter’s group inbox, making it available to all other lawyers working on the same case. If email had any attachments in it, they are stored in OneDrive folder for that Matter, in folder Attachments. Additionally, this can also save a copy of email in .eml format in OneDrive folder of the selected Matter. To set this up, see Document and Email Settings.

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