Intelligent records management for law firms
Stop exporting emails to SharePoint manually
Automatically file emails and attachments from Outlook to the right matter instantly. No manual work.
No credit card required. Get set up in 5 minutes.
Trusted by law firms across
Family Law
Real Estate
Personal Injury
Immigration
Corporate Law
Estate Planning
Intellectual Property
Family Law
Real Estate
Personal Injury
Immigration
Corporate Law
Estate Planning
Intellectual Property
How it works
Automate email filing in 3 simple steps
Step 1
Connect Outlook & SharePoint
Link your Microsoft 365 account with a single click. Describe your folder structure to file emails and attachments automatically.
Step 2
AI matches the matter
Our AI reads the context of the email and attachments to identify exactly which matter they belong to in real time.
Step 3
Auto-sync instantly
Emails and attachments are saved to the correct SharePoint folder with clean filenames and metadata. No manual PDFs or uploads.
TrustLoop vs. manual
Replace hours of manual email filing
| TrustLoop | Manual approach | |
|---|---|---|
| Saving emails | Instant & automatic | Manual PDF exports & uploads |
| Attachment handling | Auto-synced & organized | Manual drag-and-drop |
| Scanned documents | Included OCR transcription | Manual parsing & extraction |
| File naming | Clean & consistent naming | Inconsistent and slow |
| Accuracy | High & AI-mapped | Prone to human error |
| Time spent daily | 0 minutes | 60+ minutes of catch-up |
The results speak for themselves
More time for practicing law
5h+
saved weekly per user
7s
average email-to-file time
0×
manual uploads or PDFs
100%
compliance and security
Frequently asked questions
Ready to get started?
Let your SharePoint organize itself
No credit card required. Get set up in 5 minutes.
SOC 2 Type II Certified
HIPAA Compliant
CASA Tier 2 Verified