ForwardThis

An ops assistant for your inbox

ForwardThis for law firms

Law firms run on email. Client documents, engagement letters, court deadlines, new enquiries, attendance notes: they all land in your inbox, and every one of them is a job. Forward the email with some simple instructions and ForwardThis does the work in the apps you already use.

You forward

Margaret Ellison

Documents you asked for

ellison-bank-statements.pdf

Your instructions

Save the attachments under Matters/Ellison Probate/Estate Papers.

  • Google Drive

    Save the statements

    Matters / Ellison Probate / Estate Papers

You receive a confirmation email once complete, with an undo button that works for 24 hours.

Get started

Setup in 30 seconds.

The emails law firms deal with every day

The repetitive jobs you would normally hand to someone else, or do yourself by switching between apps. Each one is one forwarded email.

  • Papers from a client

    “Save the attachments under Matters/Harwood Estate/Probate.”

    Every file is saved to the matter's folder, and the confirmation lists each one with its link.

  • An engagement letter to send

    “Send our Engagement Letter to Anna Reeve, anna.reeve@gmail.com, for signature.”

    ForwardThis shows you the send first, and the letter goes out for signature once you say yes.

  • A hearing date or filing deadline

    “Put the hearing in my calendar for 5 November at 10am, with a reminder the day before.”

    The hearing goes in your calendar with the thread attached to the invite.

  • A new client enquiry

    “Add this to the CRM as a new enquiry, and set a task to call back today.”

    The enquiry is logged as a contact in your CRM, with the call already on your list.

  • An attendance note to write up

    “Turn this into a doc titled Attendance note - Harwood, 12 September.”

    The email becomes a doc with that title, and the reply carries a link to it.

  • A letter from the other side

    “Add a note to the Harwood matter, and set a task to reply by Thursday.”

    The note and the task land on the matter, so the matter file is complete.

  • Time to record

    “Add my time on the Reeve conveyance to the Hours sheet.”

    Each entry becomes its own row in the sheet, dated and ready for billing.

  • News for the team

    “Post in #matters that the Ferndale purchase has completed.”

    The message is shown to you first, then posted to the channel once you approve it.

  • A signed contract

    “File this under Matters/Reeve Conveyance/Contract.”

    The contract is filed in the matter's folder, alongside the rest of the file.

What is ForwardThis?

ForwardThis is an AI email assistant that turns email into action in 144+ of the apps you use every day.

  • Works with any email

    Compatible with any personal or professional email provider. Gmail, Outlook and more.

  • 144+ apps

    Works across the apps you already use, with more added every month.

  • Setup in seconds

    Nothing to install and no workflows to build. Sign up, forward an email, and it runs.

  • Secure & private

    ForwardThis only acts on the emails you send it, and the email is deleted within 24 hours of the work being done.

How it works

  1. Forward an email

    Forward any email with a simple instruction: “Save the attachment.” “Add this to my calendar.” “Create a task for Priya.” One email can ask for several things at once.

  2. ForwardThis does the work

    It reads your email, then connects to your existing apps & tools to carry out the job. No workflows to build. No copying and pasting between tabs.

  3. Done.

    ForwardThis replies when it’s done. With a short summary - and an undo button if something doesn’t look right.

Try it with a real email.

Forward any email to the address below to see what ForwardThis can do. No signup required.

Occasional product emails may follow.

Workflows law firms use

FAQs

How do law firms use ForwardThis?
By forwarding the emails that carry work in them. A client's papers get filed by matter. A client care letter goes out for signature. A hearing goes in the calendar with a reminder. A letter from the other side becomes a note and a task on the matter. Each one can be actioned from a single forwarded email.
Does it work with the tools a law firm already uses?
Yes. It works with Clio, Docusign, Google Drive, Google Docs, Google Calendar, Google Sheets, HubSpot, Slack and 144+ other apps. Each app takes one click to connect, and once connected it stays connected.
Does it work with LEAP, Actionstep or Proclaim?
Not yet. ForwardThis cannot update those platforms today, and new apps are added every month. It already works with Clio for notes, tasks and calendar dates on a matter. Everything else in the day is covered: filing, signatures, deadlines, the CRM, and 144+ other apps.
Can my team use it too?
We're working hard on getting our team plan ready to launch. If you'd like to use ForwardThis for your team, please email us for more information.
What happens to confidential client emails?
Your email is processed securely and used only to carry out your instructions. ForwardThis keeps it just long enough for you to press undo, then deletes it completely. Nothing is stored long term.
Can it set up folders in Google Drive for a new matter?
Yes. If you mention a Google Drive folder that does not exist, ForwardThis creates it for you. "File this under Matters/Novak Purchase/Contract" works from the day the file is opened.