If you’ve emailed an invoice and it’s not showing in Law App under the correct file, the issue is usually due to incorrect tagging or an Outlook integration step being missed — even if the file number appears correct.
🔍 What to Check
✅ Correct File Tag Format
- Ensure the subject line contains the file tag in square brackets with exact spacing and formatting.
- Example:
[ABC - 100777] - The format must exactly match the file number and format used in Law App.
🔐 Outlook Integration & Login
- You must be logged into Outlook via Law App, and complete any multi-factor authentication.
- Navigate to Documents > Save Emails, and sign in if prompted.
⏳ Timing: Email Movement or Deletion
Do not move or delete the email immediately after sending.
- Wait for the orange Law App flag to appear in the Categories column in Outlook.
- ✅ Flag present: Email has been saved to Law App.
- ❌ No flag: Email hasn’t saved yet. Moving it could prevent Law App from capturing it.
⚙️ Auto Save Feature
Law App can automatically scan and save sent emails with correct file tags.
Auto Save activates when you:
- Open Documents > Save Emails
- Click the Auto Save Emails button from your dashboard
It checks your Sent Items for tagged subject lines and saves matching emails to the correct file.
- The email subject becomes the document title.
- A successful save is shown by the orange Law App flag in Outlook.
📌 Tip: If Your Email Hasn’t Saved
- Double-check the file tag formatting.
- Confirm the file number exists in Law App.
If still missing, manually save the email:
- In Outlook, click the Law App Email Save button (recommended — adds the orange flag), or
- Go to Law App > Documents > Upload, and drag the message in manually (note: this method does not show the saved flag in Outlook).
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