Archive old mail, file invoices, log invoice totals. Every one is ready to run, and you can adjust it in plain language.
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.
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.
Archive recent unstarred mail while starred matter emails stay visible.
Keep starred emails in view while recent unstarred messages leave your inbox each day. Choose when the cleanup runs.