Communications Workbench

Communications Workbench

Bring email and platform communication into a case-aware workbench so threads, individual emails, attachments, replies, and review queues can be linked to ticket matters.

Built for attorney workspaces that manage platform messages and synced mailbox communication from the same case-aware workbench.
Sanitized attorney communications workbench showing mailbox, message, and case-linking controls.

Audience

Who it is for

Traffic-ticket attorneys, firm staff, and operations teams managing citation-centered case work.

Problem

What it fixes

Traffic-ticket work gets harder when the ticket, status, payment, documents, communication, and next action live in separate systems.

How it works

Workflow steps

  1. Review inbox
  2. Filter needs-review
  3. Link thread or email
  4. Reply from context
  5. Choose case
Workflow

Inbox to case context

Mailbox messages can be reviewed and linked so the case record carries the communication history.

  • Review inbox
  • Filter needs-review
  • Link thread or email
  • Reply from context
Workflow

Compose and follow up

Case selection, recipients, body, attachments, and drafts stay in the same workbench.

  • Choose case
  • Pick channel
  • Draft message
  • Send or save

Capabilities

What this workflow covers

  • Attorney communications workbench for case-aware platform messages and synced email.
  • Combined inbox for platform messages and synced email.
  • Mailbox connection and status banner with connect, reconnect, finish setup, review settings, recover folders, refresh folders, run sync, and open inbox actions.
  • Folder views for Inbox, Sent, Drafts, and All Mail.
  • Thread view and all-email view.
  • Search supports normal keywords plus from, to, subject, body, and folder fields.
  • Filters for unread, attachments, mailbox/account, linked case, and ownership.
  • Review desk for unlinked or needs-review email.
  • Thread reader with mark read/unread, open full thread, reply, reply all, forward, link/unlink to case, attachments, and sync metadata.
  • Individual email reader with mark read/unread, reply/reply-all/forward when threaded, link/unlink to case.
  • Compose panel for platform message or mailbox email with case, audience/channel, recipients, cc/bcc, subject, rich text body, and attachments.
  • Draft save, update, and discard controls.
  • Dedicated thread detail page with overview, case linking, compose, and message stream.

Traffic-ticket value

Why it matters for citation work

The value is keeping traffic-ticket work organized around the citation and the next case step instead of a generic matter record.

Related links

FAQ

Is communications available to every user?

Built for attorney workspaces that manage platform messages and synced mailbox communication from the same case-aware workbench.

How does communications help traffic-ticket work?

Bring email and platform communication into a case-aware workbench so threads, individual emails, attachments, replies, and review queues can be linked to ticket matters.