cloudHQ has also gained popularity with lawyers. Lawyers need to keep their team working on particular case abreast with the latest information and ensure that everyone has the same information and keep the whole process paperless at the same time! cloudHQ does it for them extremely smoothly. It helps to organize emails within a team case by case and also can keep the information about closed cases. When the information about an ongoing or closed case has to be shared with a new lawyer on the team, the label can directly be shared without missing any important emails and without having to spend time over organizing and collecting the emails.
We suggest to organize your emails into two email labels:
- ACTIVE CASES
- 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 | |-- ...
Now, you need just share labels ACTIVE CASES and ARCHIVED CASES with your team and viola: everyone has access to the same information and of all the conversations taking place on the email threads.
Once the case is closed the sub-label belonging to the case can be shifted under label ARCHIVED CASES and then you have a history you can refer back to you, but at the same time does not clutter up your inbox and can be shared with anyone else in future in case it needs to be referred back to.
And when you get a new case just create a sub-label under ACTIVE CASES and all members of your team will see that new sub-label.