Automate, Classify, and Capture Client Emails in SharePoint

Email remains the primary communication tool for law firms, accounting practices, and many other professional services. Clients send important documents and correspondence via email — and someone in your firm is often tasked with manually saving those emails and attachments into SharePoint. If you’re receiving 50 or more emails a day, this process becomes a productivity bottleneck. That's where SmartInbox 365 comes in.

What Is SmartInbox 365?

SmartInbox 365 is a smart, light-touch solution that automates the capture of incoming client emails and attachments into SharePoint. It works with your existing Microsoft 365 environment, meaning no additional licensing costs, just a simple one-time setup. The system automatically stores email metadata in SharePoint and saves attachments into structured folders — significantly reducing manual overhead.