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
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💡 PRACTICE TIP: 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?/strong
No. Only e-mails with meaningful case activity are summarized.
❓Q: How often should I review e-mail Insights?
Daily review of unlinked e-mails is recommended. Throughout the day is highly recommended.
❓Q: What if a case match suggestion is incorrect?
Do not accept it and manually Link to the correct Case.
Our Commitment to Privacy
Casefriend is committed to protecting your clients’ information and preserving the integrity of the attorney-client relationship.
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