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How to Send Emails Within Closer

Sydney Ferguson avatar
Written by Sydney Ferguson
Updated over 8 months ago
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6 STEPS

1. To send emails to your client(s) directly from Closer, click the overview tab

Step 1 image

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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​Note: this is also available in your parties tab

Step 2 image

3. To make any changes to your default email re: line, click settings

Step 3 image

4. Under business, click matter defaults

Step 4 image

5. Click edit on your default email subject

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6. Make any necessary changes here and click save when done

Step 6 image

Next step: Practice

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