You can share the record email to collaborators to gather important details and attach files related to your clients directly into a note in Casebook.
Through the record email, people that are involved in the case (whether or not they are a Casebook user) can email into a record, and the message will be added as a Note.
Tip: If you connect your email to Casebook, we will automatically sync your case email addresses to your contacts so that you can access them when writing new emails outside of Casebook. These contacts will have names that start with “Case - ”, followed by the case’s name. For example, if you have a case named “Mary Smith”, the case email address will show up in your synced contacts as “Case - Mary Smith”.
Where to Find the Email Address
The case email address can be found in the Communications section on the record.
Note: Email addresses are automatically generated for newly created records, and email addresses cannot be changed.
Emailing Into a Record
Emails can be sent directly to the case email address. The case email can also be:
- Forwarded to
The email will be automatically logged in the Communications section as an email and to the Recent Notes section as a Email Note. Emails can also include attachments.