Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

iOS App: Communications

Contents

Record a New Communication
Editing or Deleting Communications
Maildrop

 

You can view and record email and phone call communications from within a Matter by tapping Communication logs:

mceclip0.png


From here, you will be able to view your Communications as well as add new ones, using the New log button in the lower right corner of the screen:

mceclip1.png

 

From this page, you can also filter the Communications list and retrieve Maildrop addresses. To filter the list, click on the Filter icon in the top right corner:

mceclip2.png

mceclip3.png

Once you have set your filters, select the checkmark in the top right corner to confirm your selections. 

 

Record a New Communication

You can record a new Communication log three ways. First, tap the green "+" button from anywhere in the app and select either Email log or Phone log. 

mceclip4.png

 

You can also add a log from the Matter page, using the option located under "Add to this matter":

mceclip5.png

 

Finally, you can add a new log through the Communcation logs page of a Matter by clicking the New log button in the lower right corner:

mceclip6.png

 

Each of these paths will take you to the New communication log screen:

mceclip7.png

 

When you have completed all required fields, tap the checkmark button to save.

 

Editing or Deleting Communications

To edit or delete a saved Communication, tap on the Communication to open it:

 mceclip8.png

 

And then click edit in the top right corner:

mceclip9.png

 

This will open up the Edit email/phone log screen:

mceclip10.png

Once you are finished editing the Communication, tap the checkmark in the upper right corner to save.

There are two ways to delete a Communication:

Click the three vertical dots in the top right corner and select Delete email/phone log.

mceclip12.png

 

Alternatively, you can delete a Communication log when editing a Communication. 

mceclip11.png

 

Maildrop

You can access Maildrop addresses in the Communication logs by clicking on the icon to the left of the filter icon: 

mceclip13.png

 

From here, you can copy the Maildrop address or compose an email to the Maildrop address from your default email app on your mobile device:

mceclip14.png

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality