Matter-based email filing directly from Outlook
An award-winning Canadian legal firm handles high-stakes commercial, regulatory, public law, and white-collar matters. The firm emphasizes efficiency, responsiveness, and technology that helps its lawyers deliver strong client-focused results.
The firm modernized its legal email management by moving from iManage to a SharePoint-based environment supported by Colligo. With email filing available directly in Outlook, the firm simplified matter-based filing, reduced repetitive administrative work, and improved adoption of SharePoint for everyday matter management.
Results
- Time Savings
through simplified email filing and retrieval – 10-15x reduction in time per email - Improved accessibility
and organization
of client communications
across the firm - Greater user adoption
of SharePoint and
Microsoft 365-based
matter management
Rave Reviews
“Colligo has significantly streamlined how our team manages email filing. Being able to file directly within Outlook—especially through save-on-send and autofiling folders—has reduced the number of clicks required and made the process far more efficient for our associates and staff.”
IT Services & Operations Manager
Leading Canadian Law Firm
Challenge
A s part of its broader modernization efforts, the firm transitioned away from its legacy document and email management platform, iManage, and moved to a Microsoft 365 and SharePoint-based environment.
While SharePoint provided a strong foundation for document management and collaboration, the firm needed a solution that would allow its lawyers and staff to efficiently file and retrieve emails directly from Outlook in a manner that aligned with their existing workflows.
Solution
The firm implemented Colligo Email Manager for matter-based email filing directly from Outlook.
Since implementing Colligo, the firm has successfully transitioned its email management processes into its Microsoft 365 and SharePoint environment while maintaining the organizational structure its lawyers rely upon.
The solution has helped improve user adoption, reduce administrative effort, and support a more unified approach to matter management.
