electronic office document management
The only people who may send an email to a third party are solicitors who are authorised to sign letters or staff with express instructions to do so from someone authorised to sign on behalf of the firm.
You should not send personal email to clients at work; ie. all email from or to clients should be filed under a matter. If you want to email clients on personal matters it should be from a personal email address not a Macdonald Rudder one.
When you send an email message on a matter, you must select the matter first by clicking the "Select Matter" or "Find Matter" button. If Notes asks you whether you want to save the message you have just sent, answer "no".
When you receive an email message on a matter, you must go into edit mode and click the "Select Matter" or "Find Matter" button. Having filled in the matter number you must then click the "File" button.
Example of an incoming email filed in Legal Notes. It uses the same form as any other incoming document, but can be printed in its generic format.