Text messages are a little different than email. The emails are fully searchable, just like all of the other documents Word files, PDF’s, etc. If there is an attachment, the attachment will be saved as a document to the case, too. As you send and receive email, with one easy step, you can save the email to the appropriate case. Additionally, you have the issue that different individuals within the firm receive emails about a case and you would have to go to each firm Outlook Inbox to retrieve all of the emails regarding a matter.Ī better, more effective way to retain email within a client case folder is to implement a document management system such as, Worldox Document Management Software. Although this is not a bad method, Outlook is not an ever ending repository for all client emails. Many attorneys create a folder within their Outlook Inbox and drag emails for a client matter to the appropriate client folder. You could do a “Save As” on the email and save the email out to the client folder structure to the location of the matter file folder. I think this is laborious and definitely not a good method, although I have seen attorney’s and their staff using this method. You could go “old school” and print the email and have someone scan the email into the case file folder. With regards to email, there are several ways to get an email into the digital case file folder. You should not have to go to multiple locations to search for them. Emails and texts should go into the same folder structure and client case file folder as your other documents for the matter. You can also apply similar policies and procedures to emails and texts as you would a document.
#Decipher textmessage update archive#
As soon as you think of an email and text as a document, all of the same principles apply to traditional documents how you need to save documents into client case files and archive client case files. This is may seem like a bit of a stretch, but retrain your brain to think of an email and a text, as a document. Email threads and text message threads should be captured, retained, archived and kept within the digital case file folder (the client’s folder of documents on your pc). Clients and counsel are now using emails and texts as their chief method of communicating.
Additionally, with the proliferation of smartphones, the same can be said for text messages. Most attorneys have become inundated with emails from clients, opposing counsel, and the courts.
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