Goal & what you need
Goal
Prevent missed email, phishing, wrong-matter routing, fabricated deadlines, hidden unresolved work, confidentiality exposure, and unauthorized communications while producing an auditable daily action queue.
What you need
- Approved mailbox, account, AI environment, integrations, permission scope, protected viewer, matter systems, and queue destination
- Current firm email, records, cybersecurity, calendaring, confidentiality, communication, task-assignment, retention, and incident procedures
- Written lawyer or administrator approval defining mailbox coverage, exclusions, review frequency, priority rubric, reviewers, prohibited actions, and manual fallback
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 approved mailbox, account, AI environment, integration, permission scope, folders, matter systems, queue destination, reviewers, and responsible lawyer.
- 2Freeze the current firm email, records, calendaring, cybersecurity, confidentiality, client-communication, task-assignment, and retention procedures.
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 (12)
Preview two sources. Members can open the complete source list.