Goal & what you need
Goal
Prevent phishing, wrong-matter filing, lost originals, false status assumptions, confidentiality exposure, and autonomous legal decisions while creating an auditable email-to-matter workflow.
What you need
- Approved monitored mailbox, account, integration, protected viewer, matter repository, and human-review queue
- Current Portal materials, firm records procedure, matter directory, naming convention, sender rules, retention requirements, and escalation matrix
- Written lawyer or administrator approval defining eligible messages, permissions, AI environment, reviewers, prohibited actions, and closure proof
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 20 steps.
- 1Verify the monitored mailbox, account, integration, scope, operator, responsible lawyer, approved repository, review queue, naming standard, and least-privilege permissions.
- 2Freeze the current Portal manuals, firm procedure, approved sender and domain list, matter directory, naming rules, retention requirements, and escalation matrix.
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (9)
Preview two sources. Members can open the complete source list.