Streamline Email Filing with PerfectLaw’s Inbox Profiler

Manually saving emails to the correct matter can be time-consuming and error-prone. PerfectLaw’s Inbox Profiler automates this process directly within Outlook by recognizing known senders and intelligently assigning emails to their associated matters. With intuitive visual indicators and firm-wide visibility, your team gains greater control and consistency in email management while spending less time on administrative tasks. The Inbox Profiler keeps your DMS organized without disrupting your daily workflow.

Functions

• Known Sender Detection: Automatically identifies and profiles incoming emails from previously linked senders to the correct matter.
• Auto-Reassignment Logic: Re-profiling an email to a new matter updates the system, ensuring future emails are routed accurately.
• Outlook Integration: Provides visible indicators showing which emails have been profiled and which senders are recognized.
• Shared Profiling View: Allows all internal users on an email thread to see and update the profiling status, maintaining firm-wide consistency.

Benefits

• Reduces Manual Work: Minimizes time spent manually saving and assigning emails, freeing up time for higher-value tasks.
• Increases Accuracy: Ensures emails are consistently linked to the correct matter, reducing the risk of misfiled communications.
• Enhances Collaboration: Gives team members shared insight and control over email profiling, promoting better coordination.
• Improves Documentation Quality: Helps maintain complete and accurate matter records within your DMS without requiring extra user effort.