CoCounsel for Microsoft Outlook

Using Legal Tracker with CoCounsel for Microsoft Outlook

CoCounsel for Microsoft Outlook
 allows you to manage your emails, documents and matters directly to HighQ and Legal Tracker, from Microsoft Outlook for Office 365.

Save an email and/or attachments to Legal Tracker

You can save any email to Legal Tracker; any attachments in that email can also be saved in the same location.
Select one or more emails to save, then click the add-in icon on the right-hand toolbar.
Select
Upload Email and Attachments
:
The contents of the add-in panel vary according to the accounts you have connected.
Check you have selected the correct email.
If the subject of the email is not clear, is a duplicate, or needs more information, click
Rename
 to adjust the text.
Select
Continue
.
Find a matter for the selected items.
Select a tab to help find a matter;
Open matters
,
Recent matters
 and
Favorite matters
.
note
The list of Favourites and Recent folders and sites are synced with Legal Tracker. For example, if you favourite an item in Legal Tracker, then it is shown as a favourite in the add-in.
To help find a matter, select
Search
 to enter a search term and use a filter to filter the list.
note
User permissions from Legal Tracker are applied to the list of matters and folders in the add-in. You must have access to matters and folders in Legal Tracker to also access them in the add-in.
Select a matter. if there are folders for that matter, you can select individual folders.
note
If required, you can select more than one matter or folder; a separate copy of the selected emails and attachments is saved in each location.
Select the appropriate matters or folders and then set security for the uploaded items in
Access security
:
Click
Upload
 to save the email and selected attachments.
After they are uploaded, the documents are saved and available in the Legal Tracker service.

Settings

Click the settings icon to open settings:

General

Matter management settings

  • Activate Intelligent Intake features
    : - Enable or disable the AI Extract Information intake feature. If the box is checked, then you’ll be able to use this functionality. If the box is unchecked, then the
    Extract Information
     button is hidden and the feature is disabled.  
  • Always ask for confirmation before scanning emails
     - If this is selected, confirmation is needed before you extract the information from an email request. A pop-up appears to confirm if you need to extract information from the email. This provides an extra layer of security if emails can contain sensitive information.
  • Suggest relevant actions
     - Enable or disable suggested actions. The application can dynamically suggest actions based on your previous use of the add-in.
  • Where do you want to create your matter by default
     - Select a default location for created matters when information is extracted with the AI feature. This does not change the options in the add-in, which allows you to create matters manually.
  • Ask me every time my preferred location to create a matter
     - If this is selected then you are always prompted to select
    HighQ
     or
    Legal Tracker
     when you create a matter with the AI feature. If it is not selected, you can only create a matter on the platform that is selected by default (HighQ or Legal Tracker).

Legal Tracker

Save email preferences

In the
Legal Tracker
 section under
Preferences
, the
Save Email and Attachments
 allows you to define default values for two key fields:
Folder
 and
Access Security
.
  • Folder
     - Choose a default folder for uploading emails and attachments to a matter.
note
You can modify the folder selection during the
Upload Emails and Attachments
 process; click the matter hyperlink to change the folder before you upload the email.
  • Access Security
     - Specify a default access security setting for uploaded emails and attachments.
note
You can modify access security during the
Upload Emails and Attachments
 process; choose an option from the Access security menu in the
Choose Matter
 window.

Create matter preferences

Preferences for Matter creation are managed in Legal Tracker. To set values in the Outlook add-in select
Open Settings in Legal Tracker
, then open the
User Profile
 section in
Outlook Add-in Defaults
.
Ensure all settings are configured correctly in Legal Tracker then return to the Outlook add-in and click
Sync with Legal Tracker
 to synchronize all changes.
Click
Save
 to keep the synced values.
note
This ensures seamless integration and consistency between the two platforms.

This article applies to:

  • PRODUCT: HighQ
  • Subject: Add-in,AI

Related Content