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ProjectReady Microsoft Outlook Connector

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Email is a critical component of matter information, but being silo’d within Outlook removes the ability to collaborate and make it actionable across a matter and its team members. Understanding that the use of email for matter information exchange is a constant within the Firm – ProjectReady’s Microsoft Outlook Connector provides the legal professional access to the tried and true Outlook user experience and connects email information seamlessly to one centralized Matter Area for complete control and visibility throughout a matter’s life cycle.

Email Management with ProjectReady

Easily save emails and attachments to matter sites and make the content of emails actionable by describing and assigning tasks related to email correspondences. Simply tag an email as a Change Order, Field Notes, Addendum or Meeting Minutes, and it will be sent to your matter. Our workflows and reporting will provide the control and visibility required to manage this essential project content.

Send Email to Any SharePoint Library with Outlook

Save your emails not only to your matter sites but to any library you have in your SharePoint environment. This extends the use of the Microsoft Outlook connector, ensuring information is saved where it should be easily without leaving the Outlook interface.

Email Management De-duplication

Avoid saving the same email twice to your matter site. ProjectReady ensures you don’t have any duplicate emails in the system, keeping your data clean and stopping redundant data from entering your system.

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Assign Tasks Directly from Outlook – Make Email Actionable

ProjectReady makes email ACTIONABLE.  Turn emails into easily assigned tasks from inside Microsoft Outlook directly to the Matter Site. This creates a seamless user experience and drives our built in reports that make email data visible and easily to manage across matters.

Create and Manage RFI’s Directly from Microsoft Outlook

Manage inbound requests for information sent via email, while maintaining full continuity and use of the ProjectReady Document Control Suite for management and reporting. As external vendors and clients email you a request for information or pertinent matter information, users can easily create & track an RFI to manage it across its full life cycle and across the one or thousands of matters without ever leaving the Outlook client.

The Microsoft Outlook Integration for ProjectReady comes with our core bundle suite which includes our Matter Management Engine and Document Control Suite.