Microsoft Outlook
Turn every email into a billable, organized case action.
The Docktix Outlook add-in lets attorneys file emails directly into a matter without leaving their inbox. Subject lines become task titles, attachments are saved to the case file, and time is automatically logged — turning passive communication into structured, billable case activity.
KEY BENEFITS
What you unlock with Microsoft Outlook
One-Click Email Filing
File any email to the correct matter in seconds using the sidebar add-in — no copy-pasting, no switching tabs, no manual data entry.
Automatic Time Capture
Reading and composing emails on a matter are tracked as billable time entries, ensuring no communication time slips through the cracks.
Attachment Auto-Ingestion
Attachments from filed emails are automatically saved to the Work Drive document library of the associated matter with metadata preserved.
Two-Way Calendar Sync
Court dates, deadlines, and client meetings sync between Docktix and your Outlook calendar so nothing ever falls through.
COMMON USE CASES
How law firms use Microsoft Outlook with Docktix
- File opposing counsel emails directly into discovery sub-matters
- Auto-log time spent on email correspondence per attorney
- Sync court-date calendar invites with Outlook in one step
- Search all case-related emails without leaving Docktix
- Trigger automated follow-up sequences from filed client emails
PRICING PLANS
Transparent Plans for Every Firm
Scalable solutions designed to grow with your practice.
Starter
- Up to 3 Users
- Basic Case Management
- Standard Intake Forms
- Email Support
Professional
- Everything in Starter
- Full AI Workforce Access
- Medical OCR & Chronologies
- QuickBooks Integration
Advanced
- Unlimited Users
- Custom AI Fine-Tuning
- White-Glove Onboarding
- Dedicated Account Manager
Ready to connect Microsoft Outlook?
Set up the Microsoft Outlook integration in 3 minutes and start automating your case workflows today.
