EMAIL FILING
SOLUTION

Morton Fraser is one of the largest independent law firms in Scotland, delivering clear advice to businesses, the public sector, individuals and families. With over 260 employees they provide highly rated legal services across the UK.

One of their goals is to utilise technology wherever possible to enhance services and reduce low-value, repetitive activities for their fee earning lawyers. Giving them time that can be better spent to benefit their clients.

Accordingly, Morton Fraser were looking to automate some of the admin activities that their lawyers needed to perform in their day-to-day work. Enabl AI were engaged to configure and deploy the Email Filing Solution to help accomplish this.

The Email Filing Solution automates the filing of matter or case related email correspondence. It does this by regularly checking each user’s inbox to identify matter or case related emails – automatically filing them to the matter management system, including attachments as required. The matter management system is updated to record all relevant information about the email, and the user’s inbox updated to show which emails have been auto-filed.

After a successful pilot, Morton Fraser are now looking to commence a phased roll-out of the solution.  Pilot users reported a significant time-saving in terms of admin, particularly in areas of the business that deal with high volumes of correspondence. This time saved can now be spent with clients or focused on the higher value aspects of their role.

The Email Filing Solution also provides assurances that correspondence relating to matters is being saved in the matter management system in a consistent manner to help meet regulatory requirements. And, even when a lawyer is away from the office, correspondence continues to be saved so that other colleagues can see the latest correspondence relating to a matter.

Morton Fraser and Rising Tide are now collaborating on how the solution can be expanded to provide more value through automation.