Search difficulties: Searching email with built-in email software is hit or miss.And even if you’re diligent about perfectly organizing emails by folder, tags, or both: there’s nothing ensuring the rest of your team does the same. While Outlook and Gmail may give you tools such as folders and tags, it’s up to you and your team to use them. Individualized organization: With standard email, you are left to your own devices when it comes to developing a system for keeping your emails organized and sticking to it.Email, on its own, is completely decentralized, which leads to a lack of transparency and (often) duplicative work. While you might be great at saving emails to a specific Outlook folder, the other people working on this matter may not know you’ve spoken with a client at all. Not centralized, not shared: Are there other team members inside your firm working on the same case? If so, you all might be conversing with clients or colleagues via email regarding the case.Unfortunately, this segregation of information results in inefficiency, wasted time, and potential for serious mistakes. All of the other matter-related information, including documents, case notes, and matter data will be somewhere else. When you’re having a conversation with a client on a particular matter, this conversation and its attachments are stored inside your email. Matter information segregation: Email lives in its own closed system such as Outlook or another email software or service.
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