Connecting Google

What we ask for

• Gmail read access, so incoming mail and attachments can be classified and filed.
• Gmail send access, used only by the sender after a person approves an item.
• Google Calendar access, so confirmed deadlines can be published to the calendar you choose.

How to connect

1. Open Settings, then Integrations, then Google.
2. Sign in with the account that receives the firm's case mail. A shared intake mailbox works well.
3. Review the permissions on Google's screen and allow them.
4. Choose which labels or folders to watch and which calendar to publish to.

Disconnecting

Disconnect from the same screen, or revoke access in your Google account's security settings. Mail already filed stays in your cases; nothing new is read after you disconnect.