LexisNexis® Legal & Professional rolled out email integration for its cloud-based Firm Manager practice management solution to enables solo- and duo- law firms to easily and securely manage calendaring, case files, billing and invoicing from anywhere with an internet connection.
The new Firm Manager email integration lets lawyers automatically save emails – and email attachments – with an associated client case in the matter management system. For example, if an attorney emails an engagement letter or strategy document to a client, a unique identification number will associate that email record with the appropriate case file. The integration works with virtually any email application, whether desktop or web-based.
When attorneys later reviews those files, or that case, in the Firm Manager product, they will be able to find all client correspondence in one neatly organized location. Any attorney or staff member with access to a law firm’s instance of Firm Manager will have the same view and access – and ability to associate emails with designated client matters.
Firm Manager also added two additional features, requested by customers:
The Firm Manager product offers several ways for attorneys to explore the product including a self-guided tour, a live product tour, and a 30-day free trial; visit the Firm Manager website.