Frequently Asked Questions

Email Rules - How to forward an email automatically.


Email Rules - How to forward or route an email automatically based on rules.

ost assistants already have direct access to the attorneys email but a very simple solution for any attorney to automatically forward certain types of emails based on content is to create a automatic forward rule using their own email software.

The process is different for each email application Outlook, Gmail etc... but they all support this feature
You can see samples here for anyone using Microsoft Outlook or Gmail accounts, the most common email software.

This same process can be used for any LRS or Membership service that wish to route certain replies or notices to a new folder or to a different person (email address).


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