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📧

Case-Linked Email Integration

Thread emails to cases, search across all case communications, and never lose a critical message in your inbox again.

Email integration showing threaded attorney correspondence linked to South Carolina cases with automatic evidence extraction
Every email linked to its case, every attachment preserved as evidence

The Problem

Critical case communications are buried in your email inbox alongside newsletters, calendar invites, and spam. When you need to find that one email from opposing counsel about the deposition date, you are scrolling through hundreds of messages.

The Solution

Attorney Workbench links emails to cases so every communication is organized by matter. Search across all case-related emails instantly, see the full communication history for any case, and ensure nothing important gets lost in your general inbox.

How It Works

1

Connect Email

Link your email account to Attorney Workbench. The system identifies case-related emails based on participants, case numbers, and subject lines.

2

Thread to Cases

Emails are automatically associated with the relevant case. You can also manually link any email to a case with one click.

3

Search and Reference

Search across all case emails from within your case workspace. Reference communications in timelines, notes, and case events.

What's Included

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Auto-Threading

Emails from known case participants are automatically linked to the right case based on sender, recipient, and content matching.

📬

Case Email View

See all emails related to a case in one view — sent and received, organized chronologically. No more inbox searching.

🔍

Communication Search

Full-text search across all case-linked emails. Find that specific scheduling email or settlement discussion in seconds.

📎

Attachment Handling

Email attachments are captured and linked to the case. Documents received via email appear in your case file automatically.

✉️

Send from Case

Compose and send emails from within a case workspace. Outgoing messages are automatically threaded to the case.

See It in Action

Product screenshots showing Case-Linked Email Integration in Attorney Workbench.

Email thread view showing conversation history linked to a specific case with participant identification
Full email threads organized by case for easy reference
Email-to-case linking interface showing automatic case detection and manual assignment options
Link any email to any case with a single click
Email attachment extracted as evidence linked to case facts with source tracking
Email attachments become case evidence automatically

Frequently Asked Questions

Attorney Workbench currently supports Gmail and Google Workspace email accounts. Integration with other providers is on the development roadmap.
Email metadata and associations are stored for case threading. Full email content remains in your email provider. You maintain full control of your email data.
Yes. If auto-threading does not catch an email, you can manually link any email to any case with one click. This is useful for communications from new or unrecognized contacts.
Yes. Google Workspace accounts with shared mailboxes and delegates are fully supported. Email threading works across individual and shared accounts.
Yes. If an email is incorrectly threaded to a case, you can remove the association. The email remains in your inbox; only the case link is removed.

Works Great With

Participant Management

Email addresses link to participant profiles for auto-threading.

Google Drive Integration

Save email attachments to case folders in Google Drive.

Case Management

Email threads appear in the case timeline.

Ready to See It in Action?

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