It would be great if CosmoLex offered a real Outlook integration like MyCase. Rather than setting up a forwarding rule on your e-mails, which can be onerous and cause more or less e-mails sent to CosmoLex than you’d like, MyCase has a feature where there is a little MyCase tab within Outlook, and whenever you send an e-mail from your work e-mail, it asks you whether you would or would not like to forward it to MyCase, which I think is much easier. It would also be great if your contacts could sink to CosmoLex as well.
Task integration is very much needed. I cam from using Prolaw and there was an extension in Outlook we could use to profile selected emails into a matter. I wish CL offered individual user inboxes. My firm has 14 users; it’s impossible to sift through the inbox to keep it under 1,000 items.
I agree there needs to be some change here. Every email I get is visible to me and the staff. i would love a better filter than a keyword. I want my staff to be able to see the emails once designated into a client matter folder. I never know when someone is going to send me an email that is personal in nature and not to be shared across the board. I would like to be able to chose what is shared.