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How to Set Up and Use Gmail Plugins for Lawcus?
How to Set Up and Use Gmail Plugins for Lawcus?

Streamline matter communications with the Gmail plugin; log emails & attachments, and track time seamlessly.

Trupteeranjan Padhi avatar
Written by Trupteeranjan Padhi
Updated over a week ago

The new Gmail plugins for Lawcus streamline how you manage matter-related communications. With these plugins, you can seamlessly share emails—including attachments—with Lawcus, logging them against relevant matters for easy organization and future reference. This centralization of communication gives you an edge in accessing private matter-related interactions, staying informed, and making insightful decisions.

Setting Up the Gmail Plugin for Lawcus

Follow these steps to install and set up the Lawcus plugin in Gmail:

  1. Open Gmail and locate the “Get Add-on” button on the right-hand sidebar.

  2. In the Google Workspace Marketplace, type Lawcus in the search bar.

  3. Click on “Lawcus for Gmail”, then press the “Install” button. Follow the prompts to complete the installation.

  4. Once installed, the Lawcus logo will appear on the right-hand sidebar of your Gmail window.

  5. Click on the Lawcus logo and select “Log in to existing team” if you already have an account. If you don’t have a Lawcus account, sign up and request access from your team.

  6. After selecting “Log in to existing team,” a login popup will appear. Enter your Lawcus username and password.

  7. Choose the appropriate organization and grant necessary permissions to allow account access.

  8. Once logged in, close the success window. You’re now ready to share emails directly with your Lawcus matters.

Sharing Emails with Lawcus

Here’s how to log emails to Lawcus:

  1. Select the email you want to log in and click the Lawcus logo on the right-hand sidebar.

  2. From the dropdown menu, choose the relevant matter.

  3. Decide whether you want to log the entire email thread or log only the selected email.

  4. You can choose to log specific attachments or include all attachments.

  5. After logging the email, it will be accessible in the Info or Interaction page of the selected matter.

Adding Time Entries from Gmail

After logging an email, you can immediately create time entries linked to that matter:

  1. Once the email is logged, click the “Add Time Entry” button.

  2. Complete the details, including duration, task description, and other relevant fields.

  3. Click “Save Time Entry” to log in directly to the Lawcus system.

Note: Adjust your settings to pre-fill the details of your timesheet.

You can go back to the previous window to log additional emails or cancel the action.

That is all!


FAQ Section

FAQ1: Is there a direct link to download the Gmail add-on for syncing email logs with your Lawcus account?

Answer: Yes, here is the Gmail add-on link: https://gsuite.google.com/marketplace/app/lawcus_for_gmail/299509797682. If you are having trouble locating the add-on after installation, try clearing your browser's cache, logging out from all accounts, and then logging back in. If the issue persists, try using a different web browser.

FAQ2: How to create a Gmail Rule to Move Emails to Specific Folders Automatically?

Answer: Please follow this article by Google to complete this process.

FAQ3: How Can I Automatically Create a Gmail Folder for a Google Contact?

Answer: You can automate Gmail folder creation using tools like Zapier or Lawcus. Zapier sets up workflows to create folders when new Google contacts are added. Lawcus automatically organizes emails by matter when integrated with Gmail. To create the matter folders in your Gmail account, you should be added as a member on the matter first.

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