📧 Connect your e-mail to Casefriend

✅ Best Practices

• Use your firm-approved email account for security and compliance.
• Confirm your email provider (Google or Microsoft) before setup.
• Check with your firm administrator if you’re unsure about credentials or permissions.

📘Learn how to add e-mail to a Case

🛠 How to Connect Your Email

You can connect your email account from the My Settings page:

⚙️ Steps to Connect

1. Click your profile image and select My Settings.
2. On the My Settings page, click Email & Email Settings.
3. Select your email provider: Google or Microsoft.
4. Enter your email username and password, then follow the prompts to select folders and save settings.
5. Click Sign In. You’ll see a confirmation screen once your email is connected.

💡 Pro Tip: If your firm uses multi-factor authentication (MFA), keep your device handy during setup. This ensures a smooth connection process.