Best practice: how law firms use Save Emails to Google Drive

cloudHQ Save Emails to Google Drive gained large popularity with lawyers and legal professionals.

cloudHQ Save Emails to Google Drive will ensure that all your email messages which are related to your cases are automatically saved to Google Drive into appropriate folders. cloudHQ Save Emails to Google Drive will monitor your labels and as on as an email is classified it will be automatically saved to Google Drive.

We suggest to organize your emails into two email labels:

  1. ACTIVE CASES
  2. ARCHIVED CASES

Then you should create sub-labels under ACTIVE CASES and ARCHIVED CASES. So your label structure will look like this:

  

 |-- ACTIVE CASES
 |    |
 |    |-- Case 2108959 - Jhon Doe
 |    |-- Case 2108310 - Alice Doe
 |    |-- Case 2338310 - Pancho Villa
 |    |-- 
 | 
 |-- ARCHIVED CASES
 |    |
 |    |-- Case 2123434 - Nina Machari
 |    |-- Case 2108410 - David Wood
 |    |-- Case 2333320 - Kristie Salavan
 |    |-- ...

On the Google Drive side, you need to create also two folders ACTIVE CASES and ARCHIVED CASES.

Then you have to set up two autosaves:

  1. Gmail label ACTIVE CASES to Google Drive folder ACTIVE CASES
  2. Gmail label ARCHIVED CASES to Google Drive folder ARCHIVED CASES

The instructions on how to set up automatic save of labels are here: How to save all emails in a label (and sublabels) to Google Drive

With the above setup, the emails will *automatically* saved to Google Drive as soon as email messages are added to some of “ACTIVE CASES” sub-labels. For example, if an email message is regarding case Case 2108959 – Jhon Doe and you label the email with label Active Cases/Case 2108959 – Jhon Doe, then cloudHQ will automatically save that email to Google Drive.

In other words, an email will be saved as soon as it is classified.