SmartInbox 365 - From Inbox to Client Records
Do you get lots of client emails? Do you save emails or their attachments to SharePoint manually?
Automate, Classify, and Capture Client Emails in SharePoint
What Is SmartInbox 365?
SmartInbox 365 is an innovative, 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.
Why Choose SmartInbox 365?
Reduces manual effort — attachments and emails are pre-processed for you
Improves compliance — metadata ensures traceability and proper recordkeeping
Customisable — workflows can be tailored to your business processes
Cost-effective — uses your existing Microsoft 365 licences
Designed for professionals — ideal for legal, accounting, and client services teams