Email Hub

Leverage Gmail's power while building a permanent, chronological archive in your Document Manager.

Access your inbox to communicate with clients.

View your client folders in the Document Manager.

Log billable time or schedule follow-up tasks.

How to maintain a professional, chronological record of every client communication.

Open your Google Mail client and find the email or reply you wish to archive.

Go to the 3-dot menu in the top right corner of the email and click 'Print'.

In the print dialog, click 'Print' again and select 'Save as PDF' as the destination.

Enter the file name using the protocol below and save it to the client's mirrored folder.

When saving your PDF, use the following format to ensure files are sorted chronologically and are easily searchable:

YYYYMMDD Client Name, Subject, Initial, v#

Example: "20260225 John Smith Subject line JS and v1"

This protocol prevents "Assumptive Liability" and keeps your folders perfectly organized.