Advisor Cloud Connect

Streamline Your Legal Communications

Advisor247 is a comprehensive system for servicing law firms and legal departments, and Advisor247 Cloud for Outlook is an integral part of the Advisor247 Solution.

This cutting-edge add-in is tailored to elevate the productivity of legal professionals. Equipped with intuitive features, lawyers can seamlessly integrate emails with contacts and cases within Advisor247, revolutionizing the efficiency of email management.

Key Features

• Efficient Email Management and Archiving: Streamline the process of saving incoming and outgoing emails along with their attachments directly into Advisor247. These emails can be associated not only with recommended contacts and recent cases but also searched comprehensively across Advisor247 for any contact or case.
• Streamlined Record Creation: Effortlessly create new contact and case records, including time entries, within Advisor247.
• Versatile Document Attachments: Easily attach documents from Advisor247, convert Word documents to PDFs, and include Word documents without metadata - all as email attachments.

Compatibility

• You must have an Advisor247 account and an Office 365 Commercial subscription. On-premises Exchange Server is not supported.
• Outlook for Web (Outlook Web App): Fully integrated for a smooth online experience.
• One Outlook for Windows and MacOS: If you're interested in trying out the latest version of Outlook, you can do that with our add-in.
• Latest Version of Outlook for Windows Desktop: Ensures compatibility with the most recent iteration of Outlook on Windows desktop, ensuring seamless integration with the latest Outlook platform.

Your Trust, Our Commitment

Privacy & Security: Your privacy and security are paramount. Advisor247 Cloud for Outlook is meticulously designed to prioritize confidentiality, ensuring no personal information is stored or shared without explicit consent. Advanced security protocols are embedded to safeguard your sensitive data, providing peace of mind with every managed email.

Data Handling: When you choose to save an email using this add-in, it accesses the active message to facilitate the saving process. Please note that the add-in does not modify the email’s content like recipients, body, or subject. Only the necessary information is transmitted to our secure API for processing purposes, strictly adhering to our advanced security protocols and privacy standards to protect your information.