Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Track matter assignments and flag overdue work awaiting owner replies.
Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.
Save complete client emails beside their attached documents.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Turn labeled matter emails into shared tasks and clear completed threads.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
File emailed client documents in the chosen archive folder.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.