You can email clients right from Docketwise. Better yet, you can save time by creating templates for frequently sent emails, like action items, welcome messages and checklists.

  • 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

Here's a video to help you get started:

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