✨ Matter Management Outlook Add-in

Important matter-related information often stays stuck in inboxes. The Matter Management Outlook Add-in solves this by allowing you to seamlessly link emails and attachments directly to your matters — without leaving Outlook ⚡.

This ensures that all relevant communications are centralized, searchable, and always available in the right matter.

☝ What Is the Outlook Add-in?

The Outlook Add-in connects your email workflow with DiliTrust Matter Management. It allows you to attach emails and documents to matters in just a few clicks, keeping your legal files complete and up to date.

• ✅ No more manual uploads
• ✅ No lost information in personal inboxes
• ✅ Full traceability of matter-related communications

⭐ Link Emails to an Existing Matter

Attach an email directly to an existing matter in just a few clicks. The email content and metadata are securely stored in the matter.

You can choose to:

• Link only the latest email, or
• Link the entire email thread for full conversation context

? Attach Documents

Any file received by email (PDF, Word, Excel, etc.) can be securely linked to the matter as an attachment.

✍ How to Use the Add-in

1. Open an email in Outlook.
2. Click on the DiliTrust Matter Management Add-in.
3. Select the matter you want to link the email to.
4. Choose whether to attach:
   • The latest email only, or
   • The full email thread
5. Confirm to link the email and attachments.

✅ The email and documents are now securely available in the selected matter.

☝ Tips & Best Practices

• ⭐ Link emails as soon as they are received to avoid missing key information.
• ✍ Use full thread linking for negotiations or ongoing discussions.
• ⚖️ Attach documents directly from emails to maintain a complete audit trail.

❓ Limitations & Things to Know

• You can only link emails to existing matters.
• Access to matters depends on your permissions in Matter Management.
• The add-in requires Outlook to be properly configured by your IT team.

✨ Conclusion

The Matter Management Outlook Add-in bridges the gap between your inbox and your legal workspace. By linking emails and attachments directly to matters, you ensure better visibility, stronger compliance, and a smoother daily workflow ⚡.