Link your Outlook or Gmail with just a few clicks. TrustLoop monitors incoming client emails and attachments in real time.
Our AI reads emails and attachments and automatically extracts key matter data into structured fields.
Review the extracted data. Download or sync the structured matter data to your practice management software.
| TrustLoop | Manual approach | |
|---|---|---|
| Data extraction | Automatic from emails | Re-typed by hand |
| Attachment parsing | AI-powered, structured | Read manually, scattered |
| Handwritten docs | Automatically interpreted | Transcribed manually |
| Accuracy | High, consistent | Prone to error |
| Time per intake | Under 60 seconds | 15–30 minutes average |
SOC 2 Type II Certified
HIPAA Compliant