Objectives
- Add new Data to the system directly from the email
- Log email threads as notes, matters...
Steps
Gmail Connect is an add-on to your Gmail account that allows smooth integration between your LEXZUR instance and your Gmail account. By using the add-on, you will be able to directly add new information, sync emails, access modules, and more, within a few clicks.
How to access it?
Go to your Gmail account, open any received email, and click on the "LEXZUR" logo on the right-side menu.
You will be asked to log in first using your LEXZUR credentials for the integration to happen.
Therefore, enter your LEXZUR account credentials and log in.
Once logged in, you will be able to add data to the system such as contacts, corporate matters, litigation cases, contracts, tasks, and more.
Moreover, You will be able to log an email thread between yourself and another user, as a Matter Note, a Litigation Case, or Corporate Matter - through the “Log Email As” tab.
To log an email as a note, for example, you need to enter the matter or contract name, and you can edit the notes’ content, you will be able to include the whole email or select parts of it.
Also, you will be able to include Email attachments or include the email as an attachment to a specific issue immediately.
Once saved, you can click to view the newly added notes in the system directly from here.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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