EMAIL FILING AND MANAGEMENT

Find the right email, file it correctly and protect the conversation trail

Email contains the working memory of your business. Co-Operative Computing helps teams bring email filing into iManage so correspondence is easier to find, easier to secure and easier to manage as part of the matter or client record.

For legal teams, professional services firms and document-heavy organisations that need better control over high-volume email.

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See how email filing can work in your environment

Tell us what your team is trying to improve, and we will help you map the right approach.

    WHY EMAIL FILING BECOMES HARD

    Email volume grows faster than manual filing discipline

    The four common issues that make email hard to manage are volume, complexity, compliance and security.

    01

    Volume

    Large daily email volumes make it difficult to keep track of correspondence and find the right information when it is needed.

    02

    Complexity

    Emails contain text, attachments and images, which makes consistent categorisation, indexing and filing harder to maintain.

    03

    Compliance

    Industry rules can govern email storage and retention, making controlled filing and archiving essential for defensible records.

    04

    Security

    Email often contains sensitive client, financial and business information that needs protection from unauthorised access or disclosure.

    BENEFITS YOU ARE LOOKING FOR

    A cleaner way to manage the inbox-to-record journey

    Make email usable, searchable and secure in the context where the work is happening.

    Boost productivity

    Reduce time spent hunting through inboxes and folders.

    Improve organisation

    Centralise emails so the right people can find the right information.

    Reduce stress

    Give teams more confidence that email history is under control.

    Support compliance

    Store and retain emails in a more controlled and defensible way.

    Improve service

    Access relevant history quickly to answer clients and stakeholders faster.

    KEY QUESTIONS

    What better email filing helps solve

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    What is email filing and management?

    It is the structured process of capturing, organising, securing and retrieving email correspondence as part of the wider document or matter record.

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    Why does it matter?

    Proper filing makes it faster to find key messages, attachments and decision trails, even across large volumes of archived email.

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    Can it improve security?

    Yes. It supports controlled access, auditability, user rights and better protection for sensitive email content and attachments.

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    How does it improve collaboration?

    Shared access to filed emails helps teams work from the same history, rather than relying on private inboxes and forwarded messages.

    WORKFLOW OUTCOME

    Turn inbox activity into managed knowledge

    When email is filed correctly, it becomes part of the searchable matter or client workspace. Teams can see the record of work, protect sensitive information and reduce the risk of important context disappearing inside individual inboxes.

    PROFESSIONAL SERVICES

    Support from planning through adoption

    We help you design the filing approach, configure the system, train users and support the solution after go-live.

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    Consulting

    Map requirements, retention needs and user workflows before configuration starts.

    Implementation

    Configure filing structures, security and practical adoption patterns.

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    Training

    Show users how to file, search and work confidently in the new process.

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    Support

    Provide ongoing support so the solution keeps working for the business.

    READY TO CLEAN UP EMAIL FILING?

    Make email easier to find, manage and protect

    Contact us today and learn how email filing and management can optimise your business processes.