Auto Email Filing
Post by David Parry |
Regular communication, both to your clients and other third parties, is non-negotiable. In today's interconnected world, people are in constant communication, and expectations of response times have changed from days to minutes. Whether it be via social channels, WhatsApp, telephone or email, regular updates often mean ‘real-time’ (or as feasibly close to it).
Your users likely spend valuable time carrying out the important task of saving emails to Visualfiles, but the risk of human error is always present. Emails can be saved to the wrong case or even forgotten to be saved which can compromise the chronology and accuracy of the case history.
There are shared mailboxes too. Shared or team mailboxes are often used as a preferred communication channel to reduce the possibility of emails being missed. With multiple people monitoring the mailbox, response times can be quicker. However, this approach still requires manual intervention by users.
Auto email filing can be a real benefit in such a scenario. It can be used to automatically monitor the shared mailbox, save any incoming emails to the appropriate case in Visualfiles, and schedule a task for the fee earner or team. The efficiency benefits are tangible as emails will be automatically saved to the case so that as a result, users can review the email and action directly from their To-Do list, without bouncing between Visualfiles and Outlook.
Auto email filing can deliver significant time savings and increase the satisfaction of your clients too.
For more information on Auto Email Filing speak to your dedicated Account Manager today.
About the Author: David Parry
Dave joined the team in 2013 as an Associate Application Consultant, working his way up through the ranks to Senior Application Consultant. In August 2021 he decided to make the move into Project Management and was responsible for a variety of projects with differing needs and complexities, from Upgrades through to new Implementation.
In January 2024 he embarked upon a new venture with LNES and became a Client Advisor. Using his love of client collaboration and his unique, creative spark, Dave wanted to get back to doing what he does best, helping clients improve their use of Visualfiles.
After hours, Dave still has his work cut out for him as a dad to an energetic toddler and baby, and arguably the most emotionally demanding of all, time spent being an Everton fan!
Read all David Parry's posts | See all our contributors