🪛How to Use e-mail Insights – Casefriend

e-mail Insights provides a structured way to review, organize, and act on incoming e-mails that impact your cases.

This guide walks through how to navigate the inbox, review summaries, link e-mails to cases, and use key views and filters.

🧭 Accessing e-mail Insights

Navigate to:
E-Mail Insights → Inbox

By default, e-mail Insights will load your Inbox. You can use the Quick View buttons to focus your work.

Insights - Cleared by Caisey’s Confidentiality Filter as highly case relevant.

Unlinked - Not linked to a case.

Linked - Already linked to cases.

Internal / Confidential - Not cleared by Caisey’s Confidentiality Filter.

From Casefriend - Generated by Casefriend.

“No summary needed for this e-mail”

🛡️ e-mails from Casefriend or Internal / Confidential are not summarized.

Once accepted, the e-mail becomes part of the case record.

💡 Practice Tip

Caisey will recommend a Case Match only when a match is unambiguous.

You can still manually Link to a Case using the Link to Case option.

⚠️ Important: Linking to a Case and Accepting a Match

Accepting a Match links the e-mail to a Case and makes it part of the Case record.

You should only link after reviewing the e-mail and confirming it belongs in the case. Linking will mark the e-mail as read.

When a Case Match exists or an e-mail is linked, it becomes available to Caisey Answers.

⚠️ Important: How Caisey Uses e-mail Attachments

Caisey operates within the Case.

What this means:

What this does not include:

Bottom line: If it’s not in the Case, it’s not in Caisey.

Inbox → Grouped by Case

Why doesn’t Casefriend auto-file all e-mails?
Because legal judgment matters. You remain in control.

Do attachments get summarized?
Yes—once linked to a Case.

Can Caisey access my inbox or files?
No. Only documents in Casefriend are used.

Do I need to link every e-mail?
No. Only the ones that matter.

Casefriend is committed to protecting the attorney-client relationship.