Outlook and client mail

Each member connects their own Microsoft Outlook mailbox. Open Email in BeforeMay Clients, or the Outlook connection offered in Workpapers, and complete Microsoft's consent screen. Reading may need to be enabled for your practice.

For the full sequence and result checks, follow Connect and check Outlook. Microsoft sign-in alone does not connect your mailbox.

Several mailboxes

You can connect more than one mailbox. The most recently connected working mailbox is the default sender for calls that do not select a mailbox. Check the sender before sending a client communication, especially after connecting another account. A reply's saved draft keeps its mailbox context.

Read and file

The inbox can group existing clients and possible clients. Suggested matches need your judgement: two people with a similar name are not necessarily the same client. Open the message, confirm who it belongs to and use the filing controls to save the message or its attachments to the selected client. In Workpapers, importing client mail can add evidence to a selected case.

The mailbox index holds envelopes such as sender, recipients, subject, date, folder and attachment presence. Email body text is read from Outlook when opened. Explicitly saving an email or attachment creates a stored client or case file; that is different from merely viewing it in the inbox.

Automatic filing

BeforeMay Clients has a practice-level automatic filing option, off by default. When an Owner or Admin enables it, new mail to or from addresses on client records can be saved from colleagues' connected mailboxes with reading allowed. It does not send messages. Review client addresses and the setting with your team before enabling it.

Disconnect

Disconnect the selected mailbox to remove its connection and index. Outlook itself is not deleted, and messages or attachments already filed to clients remain those clients' records. With multiple mailboxes, the default sender can move to the next working one.

See data flow and the Privacy Policy for the processing boundary. If the connection fails, read troubleshooting.