If you want to seamlessly forward relevant attachments and chats from your Gmail inbox to your Lawcus matter without having to switch between applications, the Lawcus for Gmail Add-on is the perfect solution. This add-on enhances the functionality of your Gmail inbox, enabling you to easily log emails, with or without attachments, directly to the relevant matter in Lawcus.
To set up the Gmail Add-on Integration, please follow these steps:
Open your Gmail inbox and locate the "+" button.
Click on the "+" button to open the Gmail Marketplace. In the Marketplace search box, type "Lawcus" and select the Lawcus for Gmail add-on.
Click the "Install" button and then select "Continue" to proceed.
Choose the email address you want to associate with the add-on and click "Allow."
Close any dialog boxes that may appear.
Once you are back in your Gmail inbox, click on the Lawcus add-on, and click on "LOG TO EXISTING TEAM" to proceed.
Enter your Lawcus login email and click "Next: Password."
Provide your password and click "Login."
Click "Allow" to grant the necessary permissions.
Note: The Lawcus for Gmail add-on will only be visible on the far-right side of an email when it is open.
By following these steps, you will successfully set up the Gmail Add-on Integration for Lawcus, allowing you to conveniently log emails to the relevant matter in your Lawcus account directly from your Gmail inbox.
This will help you to log individual emails or the complete email thread along with the attachments in the respective matter.
The logged emails will be visible in the matter info section on Lawcus.