Comments on: Use Outlook as a case/matter-based organizer http://lawyerist.com/use-outlook-as-a-casematter-based-organizer/ the lawyering survival guide Sat, 13 Mar 2010 13:05:44 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Sam Glover http://lawyerist.com/use-outlook-as-a-casematter-based-organizer/comment-page-1/#comment-4228 Sam Glover Tue, 13 Jan 2009 05:06:17 +0000 http://solosmalltech.com/?p=43#comment-4228 The trick is to make sure your matter contact is associated with all relevant contacts, tasks, etc. Since emails are automatically associated with the relevant contacts, you have to go to that contact to see communications with them. Not perfect, as you would rather have those emails link to the matter, I am sure. But it works if you don't want to use something else. However, I have since stopped using Outlook. Indexed search such as Windows Desktop Search that comes with Outlook 2007 (or you can install it for older versions from Microsoft) makes it easy to find every email on a whim. I figure why bother organizing emails when you can find them whenever you want them with fast, indexed search. The trick is to make sure your matter contact is associated with all relevant contacts, tasks, etc.

Since emails are automatically associated with the relevant contacts, you have to go to that contact to see communications with them. Not perfect, as you would rather have those emails link to the matter, I am sure. But it works if you don’t want to use something else.

However, I have since stopped using Outlook. Indexed search such as Windows Desktop Search that comes with Outlook 2007 (or you can install it for older versions from Microsoft) makes it easy to find every email on a whim. I figure why bother organizing emails when you can find them whenever you want them with fast, indexed search.

]]> By: Nigel Hill http://lawyerist.com/use-outlook-as-a-casematter-based-organizer/comment-page-1/#comment-4227 Nigel Hill Tue, 13 Jan 2009 02:43:00 +0000 http://solosmalltech.com/?p=43#comment-4227 Dear Sir I tried what you suggested as it seemed a great idea. However you cant move a block of emails to the activities section and there is no way I am going to individually associate 100s of emails to a "matter contact". Surely, there must be a way to be able to associate a block of existing emails??? Kind Regards Nigel Hill Dear Sir

I tried what you suggested as it seemed a great idea. However you cant move a block of emails to the activities section and there is no way I am going to individually associate 100s of emails to a “matter contact”.

Surely, there must be a way to be able to associate a block of existing emails???

Kind Regards

Nigel Hill

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