InFiler
by Law Spark
Connect your inbox to the tools you already use to run your business, and sync data accross systems.
Client work starts in your inbox. InFiler makes sure it reaches the tools that run your business.
InFiler lets you send data from your inbox to third-party apps. InFiler lets you perform a variety of actions across your different business tools, without ever leaving Outlook.
InFiler is the versatile email productivity assistant for professionals. Lawyers, accountants and financial planners use it to be able to execute directly from their inbox. It allows them to keep information consistent across every system they already rely on — CRM, task management, time tracking tool, invoicing tool, and document storage.
Supported integrations
One single add-in for all your tools
You will need your own active subscription to each service you connect, on a plan that includes API access.
- Airtable: Attach emails to the right client or matter, create tasks, log time, record expenses and save documents — all mapped to the tables and fields you already use. More information
- Monday.com: Turn an email into an actionable task on the right board. More information
- Harvest: Log time and expenses against the right project, with invoices and receipts from your inbox. More information
- Dropbox: Rename and save the email content and its attachments to your folder location. More information
Who it is for
InFiler is built for professional services firms and practices:
* lawyers,
* accountants
* financial advisors
* consultants
Professionals spend 2-3 hours per day in their inbox, and lose additional hours of work and focus just to context-switching and moving information around across their business systems. InFiler bridges that gap while giving you the flexibility of working with your own tech stack.
Features and benefits
- Attach an email directly to the right client or matter: Keep a record of communications in your main system, so no context gets lost.
- Turn email into an actionable task: Create and assign a task directly from your inbox, with the right context attached.
- Capture your work time: Log the entry while doing the work, so you don't have to review your entire email history at the end of the month to fill your timesheet.
- Track expenses as they arrive: Log the expense and save the invoice file directly from your inbox.
- Save your email attachments Store the email content and its attachments, rename and store them in the chosen folder location. No more downloading files, manual renaming and opening new tabs to save your files.
- Keep a record of what has been done: Every action you take from an email stays visible through our History feature, so you always have a clear chronology of every actions taken for that email.
- Get context before you reply: Open an email and surface all the relevant context for that sender and project from the data in your connected systems
App capabilities
- Can send data over the Internet
- This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. Other items in your mailbox can’t be read or modified. Review the developer's privacy policy for more detail on how personal information is managed and processed.