Skip to main content
CoCounsel for Microsoft Outlook
Search
Search Legal Tracker Help and Support.

This article applies to:

  • Product: Legal Tracker,CoCounsel
  • Audiences: Company

View my records

A new add-in for Microsoft Outlook that uses AI has been developed so you can can now view your records.
  1. On the CoCounsel for Microsoft Outlook panel, go to the Manage Matters section and select
    View my records
    .
  2. The
    My Records
     screen will open. There are 4 ways to find a matter:
    • Open Matters
       tab
    • Recent Matters
       tab
    • Favorite Matters
    • Search
  3. You can refine the search by using filters. Go to the Actions column in the grid and select from the following:
    • Favorite Matter
    • View Matter
    • Clone Matter

Related Content