Email and messages
Every message about a matter, kept on the matter
Each person's own Google or Microsoft mailbox is read and sent from inside Docavra, mail to a matter's own address is filed on it, and notices go out in the firm's own words.
Who uses it
What each person does with it
- Associate
- Writes from the matter with its contacts suggested and its scanned documents attached, and files a message or a whole thread to the matter it belongs to.
- Secretary
- Confirms the mail sent to a matter's address into the right folder, or discards it with a reason.
- Administrator
- Keeps the firm's email templates and the wording of every notice by channel, and decides how many text messages the firm pays for.
What it does
Email and messages, in detail
Marked as in the product today or still being built.
Your own mailbox, inside the matter
In the productGoogle or Microsoft mail connected per person; Docavra keeps no copy of a message until it is filed, and an administrator never browses anyone's mailbox.
A matter's own address
In the productMail copied or forwarded to it is scanned with every attachment, matched to a party as a suggestion only, and confirmed onto the file by a fee earner.
Writing from the matter
In the productTemplates filled from the matter, attachments chosen from its scanned documents, and nothing sent that awaits approval or sits under a legal hold.
Notices in the firm's words
In the productEvery notice the system sends worded by the firm channel by channel, in the inbox, by email and by text message.
Help centre
How it works in practice
The guides a firm's people use, open to anyone deciding whether it fits.
- Connect your mailbox and file mailBrowse your own Google or Microsoft mail and keep fixed copies on the matters you can reach.
- File email to a matterUse a matter's own address so mail and attachments arrive scanned and wait for a fee earner to confirm them onto the file, and send from the matter.
- Email from a matterRead conversations and send through your own mailbox with templates, attachments and the firm's signature.
- Word the firm's notices, and keep text messages within budgetPut each notice in the firm's own words on the inbox, email and text message, and set what the firm will spend on text messages each month.
See it against your own matters
A 45 minute walkthrough using your own matters. No commitment, and nothing to install to watch it.