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This article applies to:

  • Product: Legal Tracker
  • Subject: Add-in,Integration
  • Audiences: Company,Company

Create matters in Outlook using the Tracker add-in

My Matters provides a quick path to review Tracker matters while you’re working in Outlook. You’ll find many of the matter profile details stored in Tracker on matter detail cards in the add-in, including related financial and firm information.
To create a matter from within Outlook using the Tracker add-in:
  1. In Outlook, select any email.
  2. Select
    Matter create
     from the Legal Tracker add-in menu.
  3. Complete these fields:
    1. Short Matter Name
    2. Full Matter Name / Parties Involved
    3. Matter Description
    4. Matter ID (optional)
    5. Matter Currency (optional)
  4. Complete the required fields, and select
    Save to Tracker
    .