For many legal firms, Outlook software provides dependable email processing and storage. However, it is not enough to store your client-related email in Outlook alone. To ensure the security and accessibility of all messages, each email, and attachment, must be connected to a matter. Michael Matters, Inc. will help your firm to implement this process and ensure that your most important messages are protected.
Secondly, you should sync your Practice Management Calendar and Contacts with Outlook on as regular basis. This will provide a backup of this critically important data. It will also allow you to sync to your Black Berry or Smart Phone so that your calendar and contacts are with you when you leave the office.
Outlook also has many add-ons, you may need to lower macro security and trust these apps for them to function on your Outlook. Michael Matters, Inc has experience in these areas and will assist you in protecting your data and integrating to these other platforms.
For the best use of Outlook, we recommend Credenza Software ~ Practice Management Inside Microsoft Outlook.