Required: Outlook or Gmail Add-on
Follow the steps below to save your emails back to LollyLaw, where they will show up in the journal area of your contacts and matters. After saving emails back to LollyLaw, you can view them by going to the journal area of the contact or matter name that you specified.
How to save a single email
In your email inbox, emails are grouped by subject line into "threads" or "conversations" that can be saved to your contacts and matters. Using the LollyLaw Add-On, each email can be individually saved to a selected contact and matter.
Open an email
Open the LollyLaw Add-on
Search for the desired Contact
Search for the desired Matter (Optional)
Choose the activity type to organize the entry for billing and reporting purposes
Click "Save" next to each email that you want to save back to LollyLaw
How to save all emails in an email conversation
In your email inbox, emails are grouped by subject line into "threads" or "conversations" that can be saved to your contacts and matters. Using the LollyLaw Add-on, you can click the "Save All" button to save all of the emails in the conversation back to LollyLaw.
Open an email
Open the LollyLaw Add-on
Search for the desired Contact
Search for the desired Matter (Optional)
Choose the activity type to organize the entry for billing and reporting purposes
Click the "Save All" button
Save all email attachments in a conversation
In your email inbox, emails are grouped by subject line into "threads" or "conversations" that can be saved to your contacts and matters. Using the LollyLaw Add-on, you can click the "Attachments" button to save all of the emails in the conversation back to LollyLaw.
