How should small law firms organize client and case emails in Outlook?
Give each email a case, a next step, and an owner. Learn how a shared inbox can fit alongside your case-management system.
Read the full answerFor law firms using Microsoft 365
Your questions about email and case work, answered.
Simple answers to everyday questions about Outlook, clients, cases, files, and follow-ups.
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Showing all 7 questions
How do you save Outlook emails to the correct SharePoint case folder?
Save messages and attachments with the right case. Keep sent replies too, and understand when an email file or PDF is useful.
Read the full answerCan SharePoint organize a small law firm's case files?
Set up clear case folders, choose templates for different matters, and plan how your team will handle large files.
Read the full answerHow can law firms track unanswered Outlook emails and client follow-ups?
Track one request until it is finished. Choose the next check date, avoid duplicate reminders, and hand work over when someone is away.
Read the full answerHow do you match an Outlook email to the right client and case?
Use case numbers, confirmed conversations, and other clues to find the right matter. Ask for confirmation when the answer is unclear.
Read the full answerHow should criminal defense firms handle court notices arriving in Outlook?
Find the case, understand the notice, and give the next action an owner. Move the right future hearing while keeping past appearances.
Read the full answerHow can law firms use Copilot for Legal with case documents stored in SharePoint?
Use the right case files in Word and Copilot. Check access, sources, and proposed answers, then keep the next action assigned.
Read the full answerTry it
An email arrives. What happens next?
Different emails need different actions. Pick one to see an example.
Pick an email
1 · Email received
Maria Lopezmaria.lopez@example.com
Question about my case
Hi, can you tell me what’s happening with my case?
2 · What Trovve does
- Finds the client and caseMaria Lopez · Lopez Custody Change
- Writes a draft replyUses the latest case notes so the answer is accurate
- Waits for your teamNothing is sent on its own
3 · What your team reviews
Read the draft, change anything you want, then send it.
The three examples, in short
- A client asks about their case
- Trovve finds the client and case, then helps write a reply using what it knows about the case. A person on your team reads it and sends it.
- A court notice arrives
- Trovve finds or suggests the case, marks the notice for review, and helps send any next step to the right person. Your firm always checks legal dates and decisions.
- A document arrives
- Trovve finds the client and case and, if your firm sets it up, saves the file to the right SharePoint folder. Then it checks if more work is needed. Not every email needs a task.
Names, emails, and case numbers in these examples are made up.
See how Trovve organizes case work.
Trovve helps turn Outlook emails into the right case, task, file, or follow-up—so your team spends less time keeping everything organized.