To get started, click Create New and choose Message

You are required to provide the email recipient and content for the email

You may optionally list a client and matter that you wish to file the email under

You may also select any other member of your firm as the email sender. This will determine the email address to which email replies are sent

You’ll have the option to draft a new email or to import one of your Templates

You can also save your email as a Template to use again for other clients by checking the "Save as Template" box below the content area

Once your email is sent, you can find it in your Messages tab. There you can also resend your email to remind clients about important action items

Finally, you can create and edit unlimited Templates from your account settings tab