Legal
Email Management for Legal Teams
Capture, organize, and manage matter-related communications—and the documents that come with them—in Microsoft 365 to support compliance, efficiency, and client service.
Where Legal Teams Struggle with Email and Matter Communication
For legal professionals, email is central to how work gets done—but it’s rarely managed as part of the official matter record.
Common challenges include:
- Matter-related emails are scattered across inboxes
Critical client communications are difficult to track and retrieve when needed. - Attachments are disconnected from the matter file
Contracts, pleadings, and supporting documents received via email are saved inconsistently—or not at all. - Filing emails into document management systems is manual and inconsistent
Lawyers and staff often avoid or delay filing due to friction in the process. - Incomplete records create risk during discovery or audits
Missing communications can impact legal outcomes and compliance. - Knowledge is lost when individuals leave or matters close
Important context remains locked in personal inboxes.
Bring Structure to Matter Communication in Microsoft 365
Colligo helps legal teams manage email as part of the matter record—ensuring communications and attachments are captured, organized, and accessible.
- Capture emails directly from Outlook
Enable lawyers and staff to file emails where they already work. - Keep emails and attachments together
Maintain complete matter records, including contracts and supporting documents. - Organize content by matter, client, or case
Create a consistent structure across legal work. - Improve search and retrieval across matters
Quickly locate communications and documents when needed. - Support defensible records for discovery and compliance
Ensure complete and auditable matter histories. - Reduce friction and improve user adoption
Integrate seamlessly with Microsoft 365 workflows.
How Legal Teams Use Colligo in Practice
Legal teams use Colligo Email Manager to support core matter and compliance workflows:
- Matter communication management
Capture and organize email correspondence across clients, counsel, and stakeholders. - Document and attachment management
Ensure files received via email are stored as part of the matter record. - eDiscovery and litigation support
Retrieve complete communication histories quickly and accurately. - Client communication tracking
Maintain consistent, accessible records of client interactions. - Knowledge continuity across matters and teams
Preserve critical information beyond individual inboxes.
Explore our Guide to Legal Document Management to learn more about basic concepts and best practices.
Trusted by Legal Teams to Improve Matter Management
“We’re finding hours of time savings per day.”
Senior Legal Counsel
Leading Warranty Corporation
“Colligo Email Manager has saved our legal team hundreds of hours of time.”
Pierre Matte
Director of Corporate & Legal Services, L. Fournier & Fils Inc.
“Lawyers each save 20 hours per month using Email Manager.”
Allison Eccles
Practice Manager, Independent Office for Police Conduct
“We need to preserve everything for audit.”
Senior Legal Counsel
Leading Warranty Corporation
“I can also rest easy knowing we are archiving our emails in accordance with Quebec Law Society regulations.”
Pierre Matte
Director of Corporate & Legal Services, L. Fournier & Fils Inc.
More Great Legal Resources
–
SharePoint Is Becoming the De Facto Legal DMS
Corporate legal & in-house counsel are rapidly adopting M365 & SharePoint as a Document Management System. Learn what’s driving the trend.
–
Saving Over 20 Hours, Per Lawyer, Per Month with Email Manager
Lawyers each save 20 hours per month using Email Manager: Independent Office for Police Conduct case study.
–
Email Management for Lawyers Frees Up Time & Saves Costs
The importance of email management for lawyers, how to choose a solution and 3 real-world examples of legal teams doing it right.
Built for Legal Work in Microsoft 365
Colligo is designed to support the way legal teams manage matters, documents, and communications.
- Designed for Microsoft 365
- Supports matter-centric information management
- Improves document and email organization
- Enables fast, accurate information retrieval
