Emailgistics for Legal & Professional Services
Every client matter owned
New matters, engagement letters and deadlines land in shared mailboxes. Emailgistics gives every email one owner, keeps notes with the email and alerts leads when urgent work waits, inside Outlook.
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10,000+
people use Emailgistics
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400+
organizations rely on it
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4.7/5
rating on G2
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< 1 hour
to go live, no migration
How do law and professional firms manage shared mailboxes?
New matters get buried among invoices and scheduling, deadlines hide in busy inboxes, and context gets lost when a matter changes hands. Emailgistics assigns each email automatically, alerts the right lead when urgent email waits and keeps notes and history with it. AI summarizes long threads and drafts routine replies in seconds, all inside Microsoft 365.
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Intake
New matters reach one owner on arrival
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Catch up
AI summaries catch you up on long matters
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Reporting
Reports show reply times for every mailbox
Turn intake@ into a process, not a pile
New matters arrive alongside invoices and scheduling. Rules sort intake email as it lands:
- Assign each new matter to an intake person automatically
- Tag them for reports and alerts
- Spread them fairly by round robin or load balancing
Hand off a matter without losing a detail
Matters move between partners, associates and staff. Conversation history shows what was done on each email, and when:
- Internal notes clients never see
- Reassign in a click, with the history attached
- Follow-ups go back to the person who handled it
Never miss a deadline buried in the inbox
Court dates and client deadlines can’t wait behind routine email. SLAs by tag hold urgent work to a tighter target:
- Tighter reply and close SLAs for urgent email
- Longer targets for billing and admin
- Alerts sent straight to the responsible lead
Live in under an hour, with no migration
- 1 Connect your mailboxes
- 2 IT grants consent
- 3 Deploy the Outlook add-in
Plans from $11 per user per month, billed annually. Try it free for 14 days, no credit card.
Teams that run on Emailgistics
Real results from Emailgistics customers, in their own words.
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99%
of dealer emails answered within SLA, averaging about 3 hours
Read the case study“Our response time floats around the 3-hour mark, which is amazing and well-exceeds our 48-hour turnaround goals.”
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64%
faster first replies in 13 weeks, from 13 hours to under 5
Read the case study“I like the auto routing because it takes away that decision fatigue … It just puts it in your mailbox.”
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95%
faster responses, from over 48 hours to 2, on 700 emails a day
Read the case study“You can see exactly where an email went, who did what with it, and use those insights to train somebody.”
Rated 4.7/5 on G2
Emailgistics vs. a shared mailbox alone or forwarding rules
A shared mailbox alone leaves ownership unclear. Forwarding rules split a matter across several inboxes. Emailgistics gives each email one owner and one history.
| Feature |  Inside Outlook | Outlook on its own | Outlook forwarding |
|---|---|---|---|
| One owner per email | Anyone can reply | Copies to many | |
| Internal notes on email | Forwards and CCs | ||
| Alerts for urgent matters | |||
| Conversation history | Split across inboxes | ||
| Works in Outlook |
Features law and professional firms use most
Everything your firm needs to take in work and answer clients on time.
Automatic assignment
Assign new matters, billing and scheduling email to the right person.
SLA and tag alerts
Tighter alerts for urgent matters and client deadlines.
Conversation history
Every assignment, note and reply on a matter, with times.
Previous-owner routing
Client follow-ups go back to the person who handled them.
Shared templates
Approved replies for intake, engagement and billing questions.
AI summaries and replies
Catch up on long threads and draft replies from your AI knowledge base.
Firms run intake@, billing@ and practice-group mailboxes in Outlook. Emailgistics assigns every email to one owner automatically, keeps notes with the email and alerts leads when urgent email waits, without leaving Outlook.
Yes. Rules match intake email by mailbox, subject or keyword, then tag it and assign it to someone on the intake team by round robin or load balancing. Email only goes to people who are available, so nothing waits for someone out of the office.
Tag alerts give urgent email its own threshold, such as 15 minutes, and email the responsible lead if it waits longer.
Yes. Internal notes sit on the email itself and clients never see them. Reassigning the email keeps the notes and full history attached.
No. Emailgistics is SOC 2 Type II certified and HIPAA and GDPR compliant. Emailgistics works on the shared mailboxes in your tenant, and email stays in Exchange Online. Access is limited to the mailboxes you onboard.
Forwarding rules copy email to several people, so ownership and history split across inboxes. Emailgistics gives each email one owner and keeps its history in one place.
Most teams are live in under an hour, with no migration. Book a demo, then try Emailgistics free for 14 days on your own shared mailboxes. No credit card required.
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