Email Intelligence provides both billing integration and client communication management. Billable email work is captured automatically while client-facing communications are managed through secure portal channels with work product protection.

All email-based work is automatically captured as billable time:

1. Billable Email Identification

• Client correspondence: Communicating with client
• Opposing counsel communication: Discussing settlement, discovery, or legal positions
• Internal strategy discussion: Emails discussing case strategy or legal analysis
• Expert communication: Emails coordinating with experts

2. Non-Billable Email Exclusion

• Routine administrative emails
• Internal scheduling emails
• Emails with no matter-specific content

3. Time Allocation

• Brief email (< 100 words): 0.1 hours
• Standard email (100–300 words): 0.2 hours
• Complex email (300+ words, negotiation or legal analysis): 0.3–0.5 hours

The system automatically generates time entries for email work:

For client-facing communications, the system provides secure client portal communication:

1. Client Portal Messages: Attorneys can send messages to clients through secure portal
2. Separate from Email: Portal messages are kept separate from internal emails, enabling confidential internal discussions while communicating appropriately with clients
3. Automatic Matter Organization: Client communications are automatically organized by matter
4. Document Sharing Integration: Attorneys can share documents through client portal communications

Automatic work product protection prevents inappropriate disclosure:

• Internal Email Classification: Emails between attorneys discussing strategy are automatically marked as work product
• Client Portal Exclusion: Work product emails are excluded from client portal, even if client has matter access
• Automatic Privilege Assertion: When work product is inadvertently disclosed, system assists in privilege assertion