Following these best practices ensures e-mail Insights delivers accurate, actionable, and reliable case intelligence.
These recommendations will help you get the most value from the feature.
⚡ Daily Workflow Recommendations
🔗Review Unlinked e-mails
- Use the Unlinked filter
- Confirm case matches
- Ensure no e-mails are missed
🧑🤝🧑Accept Case Matches Promptly
- Improves organization
- Unlocks better insights
💡 Best Practice: Link e-mails to unlock Caisey
Always link relevant e-mails and attachments to a Case if you want Caisey to use them in summaries and answers.
🚨 Documents that are not stored in a Case are not available to Caisey.
📂Use Grouped by Case View
- Review full communication history
- Prepare case updates
- Audit activity timelines
🧠 Understand Selective Summarization
Not all e-mails will be summarized.
e-mail Insights focuses on:
- Case developments
- Actions and requests
- Deadlines
This is intentional and ensures signal over noise.
🔒 Trust the Confidentiality Layer
If content is excluded:
- It is by design
- It protects sensitive legal information
❓FAQs
Q: Should I expect summaries for every e-mail?
A: No. Only e-mails with meaningful case activity are summarized.
Q: How often should I review e-mail Insights?
A: Daily review of unlinked e-mails is recommended.
Q: What if a case match suggestion is incorrect?
A: Do not accept it and manually associate the correct case.
``
Comments
0 comments
Please sign in to leave a comment.