Connection model
Understand whether the product uses an add-on, in-platform OAuth, forwarding, or manual import.
- Provider sign-in
- Permission scope
- Folder selection
- First import settings
Guide
Gmail sync guide for traffic-ticket attorneys
Gmail sync should save you from digging through threads. The important question is whether messages can stay near the ticket case.
Case linking
Email import is not enough unless the message can be tied to the right case.
- Thread links
- Individual email links
- Attachment visibility
- Unlink controls
Replies and drafts
Review how the platform handles outbound case updates.
- Draft saving
- Case selection
- Recipient fields
- Send rules
FAQ
Does Gmail sync mean every email is public to the team?
No. A good workflow should include visibility controls and case-linking rules.
What should I test first?
Connect a test mailbox, import a small window, link one thread to a case, and send a test update where allowed.
