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Email in Matter Vault is organized by matter. Each matter keeps its own thread of communications, so the email about a case lives with the case rather than scattered across inboxes.
The Communication tab

A matter's Communication tab — matter email and portal comments

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At a Glance

Per-Matter Email

Each matter keeps its own thread of communications.

Automatic Routing

Inbound email is matched to the right matter by a Gmail label.

Sending

Compose from the app, with your firm’s address and a footer added.

Unrouted Inbox

A safety net for inbound mail that couldn’t be matched.

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The Matter Inbox

Inside a matter’s Communication tab you will find two streams — Matter email and Portal comments. Inbound email is matched to the right matter automatically through a Gmail label, and anything that cannot be matched goes to the Unrouted Inbox (below). Outbound messages are recorded on the matter as part of its communications history.

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Sending

Open the compose drawer

Fill in the recipient, subject, message, and any attachments.

Choose how it goes out

You can send directly from the app, mark a message as one you will send yourself, or save it as a Gmail draft if Gmail is connected.
The from-address is your firm’s verified sending address, and a professional footer — your name and title, bar admissions, and firm details — is added automatically.

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The Unrouted Inbox

The Unrouted Inbox collects inbound emails that could not be matched to a matter, so nothing gets lost. It is available to admins, attorneys, paralegals, and legal secretaries.
The Unrouted Inbox

The Unrouted Inbox — inbound mail that couldn't be matched to a matter

From here you route each message to the right matter (optionally tying it to a deadline), which files its attachments as case documents with custody recorded, or you dismiss it as spam.