6 STEPS
1. To send emails to your client(s) directly from Closer, click the overview tab
2. Scroll down to contacts and click on your client's email address. This will take you to your outlook account, where your client's draft email will populate with a re: line for your matter
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βNote: this is also available in your parties tab
3. To make any changes to your default email re: line, click settings
4. Under business, click matter defaults
5. Click edit on your default email subject
6. Make any necessary changes here and click save when done
Next step: Practice