Most boutique law firms depend on a shared mailbox like info@ or taxlaw@ to receive email from new and existing clients. But it's far too easy to miss important emails, and collaborating on these requests is messy and complicated.
Gmail wasn't designed to be a collaboration tool or shared mailbox. Your job is to win cases and help clients, not sort through an email inbox.
Without a tool like Keeping, you will probably encounter various problems when trying to manage your shared mailbox, including:
No collaboration: Without a tool like Keeping, your team won't be able to assign tasks to other team members, collaborate on a case, or communicate about a specific email without forwarding it around.
Duplicate Responses: Sharing an inbox in Gmail can lead to double responses and contradicting replies. This can confuse clients and look unprofessional.
No transparency: Without a shared inbox tool like Keeping, you won't be able to track how your team replies to clients.
Time-wasting tasks: You should be focused on your cases, not digging through a shared mailbox.
Keeping - A Shared Inbox for Gmail
Keeping is a shared inbox that allows you to easily manage your client-facing inbox (like firstname.lastname@example.org). It was made specifically for busy teams that have other work to do besides responding to and resolving email requests to a shared mailbox.
Keeping was designed with all of the features a small law firm needs to efficiently handle inbound email requests, including:
Integrate with Clio
Use our Zapier integration to easily integrate Keeping with Clio (or any other tool you may be using to manage your caseload).
Keeping will tell you when someone is in the process of responding to a request. No more double responses or embarrassing contradicting replies!
You can turn any inbound request into a task that you can assign to a team member. Keep work off your plate by delegating and assigning responsibility.
Have a private conversation, in real time, about any email. No more forwarding and cutting and pasting!
Automate Busy Work
Use simple if/then logic to create rules to automatically assign or process manual, time-consuming tasks.
Improve with Data
Easy-to-use reports show you how your team is responding to email requests. Use data to improve!
Update the status of every request to "Open", "Closed", or "Pending" to better understand if a request is still being handled.
Stop writing the same email over and over, and share templates with your entire team for those common responses.
THE BEST PART?
Keeping allows you to access all of these features without ever leaving Gmail.
Some shared inbox are designed specifically for large firms or enterprises, but Keeping was built for nimble teams that are juggling cases with their shared inbox. It helps these teams effectively manage, collaborate on, and organize client requests so they don’t interfere with the rest of their work.
Our shared inbox software might be right for you if…
You're juggling your caseload along with requests to a shared mailbox like info@ lawfirm.com.
You share a inbox with other members of your team to collaborate on client requests.
You use Goolge Workspace (formerly GSuite) or Gmail as your primary email system.
You need help managing the flow of inbound customer email.
How does Keeping work?
Do I need a Gmail Account to use Keeping?
Is Keeping secure?
Does Keeping work with Gmail on my mobile phone?
Does Google have a ticketing system?
Can I manage multiple inboxes with Keeping?