![](https://www.denovobi.com/wp-content/uploads/2021/07/track-cooms.png)
Track Your Communication
Take the organisation of your correspondences and attachments to the next level by being able to track all your firms communication.
![](https://www.denovobi.com/wp-content/uploads/2021/07/general-videos7-960x540.jpg)
Watch this video
Let us show you how we integrate with Office 365 Outlook.
![](https://www.denovobi.com/wp-content/uploads/2021/06/Quality-control.png)
How it works
Organising and importing emails
Our email integration creates a history of every interaction with your prospects and clients. The CRM system automatically captures your incoming and outgoing emails and stores them automatically into the relevant matter.
![](https://www.denovobi.com/wp-content/uploads/2021/07/email-management.png)
How it works
Email Management
- You can import emails from the ‘new’ outlook button from the main window.
- Time Record from the import button within a matter – check post time, select the appropriate times and then import the email in as an event.
- The narrative can be changed as the time entry will post to your timesheet.
- Importing can also be done on subfolders when using the main window option.
![](https://www.denovobi.com/wp-content/uploads/2021/06/client-comms.png)
CRM
CaseLoad’s CRM gives your team complete transparency of all correspondence, so you can see what’s been followed up and what was said.
The emails can be viewed with a summary grid letting you select a preview to display before taking action.
You can also choose to import your emails directly from Outlook whilst working outside the CRM.
![](https://www.denovobi.com/wp-content/uploads/2021/07/general-videos-960x540.jpg)
Watch this video
Let us show you how easy it is to drag and drop emails into CaseLoad from Outlook.
Benefits of Email Integration
-
Email replies in Caseload can be auto imported without searching for the matter
-
Built in Time Recording allows you to update the time recording entry at the same time as importing an email
-
Email preview window allows you to see the email content before importing it to a matter