Skip to main content
Search
Search CoCounsel Support Help and Support.

This article applies to:

  • Product: CoCounsel
  • Audiences: Legal professionals

Use Email Insights in CoCounsel for Microsoft Outlook

Get instant email insights with CoCounsel for Microsoft Outlook's Email Insight feature, which provides thread summaries, document summaries, and suggested quick replies in seconds.
important
You can turn on or turn off this feature through the application settings. To do this, go to
Settings
Preferences
General
Email insights
, mark the
Activate email insights feature
 checkbox to turn on the feature, or clear the checkbox to turn it off.
To use Email Insights:
  1. Select an email in Outlook, then select the CoCounsel icon in the Outlook ribbon to open the app.
    The app automatically displays a summary of the entire thread so you can understand the context without scrolling through multiple messages.
  2. Select
    View full summary
     to access a more comprehensive thread summary.
  3. If you switch to another email, a pop-up will appear asking whether you want to summarize the new email.
    • Select
      Yes
       to generate a summary for the new email.
    • Select
      No
       to keep the current summary visible.
  4. In the
    Quick actions
     section, you'll find
    Quick response
     options. These are pre-drafted replies based on the email context.
    1. Select one of the Quick Response options.
      The application will prepare a draft email for you.
    2. Edit the draft before sending to ensure it meets your needs.
  5. The
    Document Summary
     tab lets you summarize attached documents.
    1. Select the specific document you want to summarize, or choose
      Select All
       to summarize every document.
    note
    Supported file types for document summary:
    • TXT, HTML/HTM, RTF (file size limit 20MB)
    • PDF, DOC, DOCX, EML, MSG, WPD (file size limit 500MB)