Automate email organization in Gmail by creating a rule that automatically moves messages to their appropriate matter folder. With this simple step, you can streamline your workflow and stay organized.
Note that in Gmail, "labels" are used instead of "folders," and an email can have multiple labels. Here's how to create a filter rule:
In your Gmail account interface, click on the search box settings to access filter options.
Enter the matter's name in the "Has the words" field, then click "Create Filter."
Check the "Apply the label" checkbox and select the matter name from the dropdown list.
To include previous communications from the client in the folder, check the "Also apply filter to <number> matching conversations" checkbox.
Click the "Create filter" button to finish.
Navigate to the matter's label to find all emails related to that matter in one place.
Note that you only need to create this filter rule once for each new matter, saving you time and effort in the long run.