OneAdvanced Legal Add-in for Outlook

The OneAdvanced Legal Add-in for Outlook enables law firm users to manage their matters directly from Outlook, ensuring all case correspondence is accurately captured in the case management system. Users can attach contacts, manage email attachments separately from message content, and perform system activities without leaving their inbox. The add-in supports all email composition scenarios, including New Email, Reply, Reply All, and Forward, making it easier to handle high volumes of correspondence efficiently.

Type of user that benefits:

This add-in is designed for law firm professionals who rely heavily on email communication, including solicitors, paralegals, and case managers working across a range of legal matters—from complex contract negotiations to Legal Aid cases.

Customer need or pain the offer addresses:

Law firm users face high volumes of incoming and outgoing emails that need to be accurately recorded in their case management system. The add-in addresses the need to streamline email management, reduce manual entry, and ensure compliance with matter tracking. It also allows users to complete essential activities quickly, helping maintain productivity and profitability, even in lower-margin areas such as Legal Aid, with a simple click of a button.

Event-based activation & Smart Alerts

This add-in uses background event handlers in Outlook. When composing a new email, the add-in silently completes any previously queued document saves to the PCMS system — for example, a save that was initiated but not yet completed in a prior session. When sending an email that has been linked to a matter or client via the add-in taskpane, the add-in automatically files the sent email as a document in PCMS and applies a category label — no content is inserted into the email body and the send is never blocked or interrupted.