Email triage

Your inbox, sorted before you open it.

Each message is read in full, matched to a matter, and filed with its attachments. The ones Cedent is unsure about wait for you.

How a message gets sorted

Three outcomes, and only one of them files itself onto a matter.

Matched

Cedent matches on the case number as well as the people on the matter, so a message files on arrival with its attachments even when the sender is new to you.

A process server quotes the case number, and the proof of service lands on that matter.

Suggested

The content points at a matter but the sender is not on the party list. Held for one click of confirmation rather than filed on a hunch.

A mediator you have not corresponded with mentions "Smith dissolution".

Not a matter

Newsletters and system notifications file themselves out of the way. Personal mail and referrals stay visible, because you still want to act on those.

A bar association newsletter files itself; an inbound referral does not.

Classification

Filed, flagged, or filtered.

Routing an email to the wrong matter is a confidentiality problem, not a tidiness problem. Cedent files only when the evidence is there.

A filed email. A thread brief at the top summarizes what the message says, followed by a four-point summary of the facts it carried, including the service date and the petition filing date. A panel on the right shows the matter it was filed to, with the client, respondent, opposing counsel and custody evaluator each listed under their role. — A filed email, and the sender is a process server nobody at the firm has corresponded with. The case number in the subject was enough to place it. The brief and the four facts under it are read out of the message, and the roles on the right come from the matter.

The hard cases

Where inbox automation usually goes wrong.

Anything can sort obvious mail. These are the cases that decide whether you can trust it.

Shared opposing counsel does not mix matters

One firm on the other side of three of your cases is the classic way mail gets mis-filed. Cedent scores the match on the content as well as the sender, and when the signals disagree it asks rather than picks.

Threads stay threads

A reply Cedent sends continues the existing conversation rather than opening a new one, so the thread keeps routing to the same matter afterwards.

Weak signals fail closed

If the routing evidence is thin or self-contradicting, the message waits for you. The failure mode is an unfiled email, not a privileged document on the wrong case.

An unfiled email open beside a triage panel. The panel reads that the email is not filed yet and offers a button to triage it. Below that, Cedent's read of the message suggests starting a new matter for what looks like a new intake, at 95 percent confidence, notes there are no prior emails from this sender, and offers to run a conflict check. — A new enquiry Cedent will not file by itself. It has read the message and is 95% sure what it is, and it still stops there: opening a matter means a conflict check first, and that is your decision rather than its own.

Outbound

You ask, Cedent drafts, you send.

Mail goes out from your own mailbox, in your own thread, after you have read it.

Drafts when you ask, never on its own

Ask for a response and the draft arrives with the matter's facts already in it. Cedent does not compose mail off its own initiative.

Attachments and BCC

Attach documents from the matter and BCC when you need to, from the same composer.

It checks the connection first

If your mailbox connection has expired, Cedent tells you before you have written the message rather than after you press send.

Nothing sends without you

Every outbound message waits in your review queue. You read it, edit it, and send it.

cedere - to yield

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