Case Manager
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📧 Outlook Sync — Microsoft Graph API
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Connect Your Outlook
Uses Microsoft Graph API via OAuth. Emails auto-match to clients by sender address. Enter your Azure App Client ID in Settings first.
🔗 Client Portal
Send the portal link to prospective clients. They complete their information, describe their matter, and e-sign the engagement letter. Submissions appear below ready for one-click conversion.
Pending Submissions
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Basic Information
Matter
Wallets & Exchanges (optional) + Show
Entity Structures (optional) + Show
Log Activity
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Log Email
Upload Document