Concerto

The Concerto add-in for Outlook helps teams keep email correspondence attached to the right

record in Concerto. Users search their live Concerto cases from the Outlook reading pane and

upload the message, with its original attachments, straight onto the case.

It suits organisations that manage customer, property or operational activity in Concerto

and need staff to keep email aligned with ongoing case work without copying information

between systems.

• Search Concerto cases by reference, description or title from the task pane
• Sign in securely to your organisation's Concerto instance
• Upload the email and its attachments to the selected case, stored as EML
• Open the linked case in Concerto directly from the message

Requirements and getting an account

The Concerto add-in for Outlook requires an existing Concerto subscription and a Concerto

user account. Concerto is licensed to organisations rather than to individuals, so accounts are

provisioned by your organisation's Concerto administrator.

If your organisation already uses Concerto, contact your Concerto administrator or Bellrock

support to request access. If your organisation does not yet use Concerto and you would like to

evaluate it, contact Bellrock at support.bellrock.co.uk.