Email profiling is something that is undertaken by law firm team members on a regular basis, based on regulatory and compliance requirements.

Team SBA currently assists law firm clients with email profiling support services.

If you are a lawyer with a mailbox that is bulging with unprofiled emails, then team SBA can help.

• Team SBA can check for the relevance of the emails, removing any junk mails.
• Segregate emails as per sender.
• Flag with you any emails that need your urgent attention.
• Team SBA can profile the emails and associated attachments according to the content of the email, so that just by looking at the subject line you will get an idea of the content.  E.g., Email from XYZ client regarding court hearing discussion.
• Profile the attachments of the email such as Wills, Deeds etc in Estate subfolder, tax invoice in Accounts subfolder, letters in Correspondence folder, so that all information on the client will be well organised subject wise, date wise and at your fingertips.
• Save emails in practice management softwares such as LEAP, NetDocs, LawMaster, etc in client matters.
• Team SBA can send you details of your emails profiled in a spreadsheet format.
• Team SBA can input time sheets for your legal team for any time cost relating to the emails profiled.
• Team SBA also set calendar reminders for meetings, appointments according to the emails profiled.

Team SBA assists our law firm client teams with email profiling on daily/weekly basis.

Save on opportunity costs of your billable time, by engaging team SBA for email profiling.

Also, if you currently do not do email profiling or need help setting up a process for email profiling, team SBA can help with setting up a structured process for email profiling.

Team SBA profiles emails for non-legal clients too.

Contact us today to discuss your email profiling requirements.