Turn your email into action.
Create or update tasks, attach client communications or email attachments to Monday items, without ever leaving Outlook or Gmail.
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Create or update tasks, attach client communications or email attachments to Monday items, without ever leaving Outlook or Gmail.
Free plan available
Monday.com has become a go-to workflow tool for legal teams that want visibility, structure and speed, without the complexity of traditional legal software.
Monday.com gives legal teams an instant overview of every matter, deadline and task in one place. No more hunting through email threads or spreadsheets to know where things stand.
For firms with multiple lawyers, paralegals or support staff, Monday.com makes it easy to assign work, track progress and keep everyone aligned — without endless status update meetings.
Today's best-run law firms don't limit themselves to legal-only software. In a market that moves faster than ever, practices need tools that can keep up. Monday.com gives your firm the operational structure to manage work like a modern business, without the rigid constraints of platforms built exclusively for lawyers.
Turn any client email into a Monday.com task, assigned to the right board, with due date, priority, notes and assignee mapped to your columns.
All you need to get ready:
Case-driven practices use Monday.com to track every task, deadline and action item across active files. With InFiler, any email related to a case — from a client, counsel, insurer, or third party — can be turned into a task on the right board in seconds, keeping the whole team aligned without manual entry.
Every firm organizes Monday.com differently — some by practice area, others by team, client type or workflow stage. InFiler adapts to however you've set up your workspace. Connect to any board, map columns to match your structure, and create tasks that land exactly where they belong, no matter how your firm has chosen to organize its work.
Too often, the context behind a task lives in one person's inbox, invisible to everyone else in the team. InFiler allows you to link the original email directly to the task it creates in Monday.com, so every team member can see exactly what triggered the work, giving your whole team the context they need into the client communication.
Yes, InFiler connects to any Monday.com account. You only need a personal API token to get started.
Yes. InFiler lets you map columns per board. When creating a task, you select which board to file to, so you can work across multiple boards from the same inbox.
Depending on the action, InFiler can send task title, due date, priority, notes, assigned user, and a link back to the original email in Outlook.
Yes. Each lawyer connects InFiler using their own Monday.com API token, which means access is scoped to their own permissions within the workspace.
InFiler communicates directly between your Outlook inbox and your Monday.com account. No data passes through InFiler servers — everything goes directly from your inbox to Monday.com.
InFiler creates records directly in your boards. Any Monday.com automations you have set up on those boards will trigger as normal when InFiler adds a new item.
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