My awesome database mantra is Capture|Track|Share. How much time do you spend managing email and the attachments that pour into your inbox daily? Do you have more than 10 emails in your inbox at the end of the day? Are you dragging emails and their attachments into folders—maybe to a folder in your Outlook Inbox? Definitely doesn’t fit the mantra.
So, what if you could take that email, file it with your practice management software and have it fly out of your inbox into a client/matter folder in Outlook. Oh, and what if the attachments wound up as documents also filed with the matter. Oh, oh, and what if it could do this for outgoing email as well.
For my clients this is simply a must. Time Matters uses TMConnect. This video demonstrates the groovy add-on Click To File for Clio.