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CoCounsel for Microsoft Outlook

Create a matter

The Outlook Add-in can effortlessly create new matters (as HighQ iSheet records or Legal Tracker matters) directly from Outlook.  You can manually enter your matter information or use the
Extract Information
 AI feature.
note
If you use HighQ to manage your matters, you must first configure
iSheet associations
.

Create a matter using AI

Extract information
 helps you streamline your matter intake process by intelligently extracting the most important information from an email legal request and mapping it to your legal request records.
  1. Select the email that contains an intake request open the add-in and select
    Extract information
    .
  2. An intake request card is created, and you can choose to create a matter on HighQ and Legal Tracker.
    note
    HighQ permissions
    If you don’t have permission to create a matter on HighQ, you can still send a standard Intake Request.
    Legal Tracker permissions
    The matter creation feature is accessible to users with the matter creator role, or higher, in Legal Tracker. The process is streamlined as input is required for just five fields:
    Short Matter Name
    ,
    Full Name/Parties Involved
    ,
    Matter Description
    ,
    Currency
    , and optionally,
    Matter ID
    . Mandatory fields are automatically filled with values sourced from the add-in defaults. Users with permission can later edit those values in the Legal Tracker platform.
  3. Click
    Intake Action
     and select your preferred service to create a matter and access the matter information extracted from the email.
  4. Matter details are extracted from the email and shown in the app panel.
  5. Click the edit pen to edit the extracted matter details.
    note
    If the email does not contain all the information you need, you can automatically create an
    email request for the missing information
    .
  6. When the matter details are finalized, select
    Create Matter
    . This validates the matter creation and the matter is created on HighQ or Legal Tracker, based on your initial selection.
  7. A confirmation screen opens. Click
    Go to matter
     to open the matter in Legal Tracker or HighQ; click
    Back to Home
     to leave the matter creation panel.

Missing information

If some mandatory information is missing from your request, you can get more information to gather the additional details needed to create your matter.
  1. Click
    Email requester for more info
     to automatically draft an email request for the missing information
  2. A draft email is automatically created, based on the missing mandatory information.
    note
    Only the mandatory details needed to create a matter are requested in the drafted email reply. You can add requests for optional fields, but these aren’t automatically included.
    You can edit the reply but try to keep it structured and use key words so that the legal requestor can efficiently reply to you. The add-in can then extract the missing information from the new reply.
  3. Once it is ready, send your email reply to the requester.
  4. When you receive a new reply from the requester with the missing information, the
    Intake matter received
     card appears.
  5. Click
    Extract info with CoCounsel
     to extract the missing information and complete your matter creation. If some information is still missing, you can repeat the process until the add-in has all the information that it needs.

Create a matter manually

  1. Click
    Create new Matter
     or
    Create Matter
     to create a matter without using the AI Extraction feature
  2. Manually complete all the fields to create your matter.
  3. The rest of the matter creation process is the same as described in the
    Create a matter using AI
     section.

This article applies to:

  • PRODUCT: Legal Tracker,CoCounsel
  • Subject: Matter
  • Audiences: Company