Systems and methods for handling email in a customer management system

A method comprising:

• providing a server having a system email address for receiving emails for multiple users, and the server including a processor and a memory coupled to the processor and defining a database organized to store data for a plurality of customer matters, respective matters having matter numbers, and, for each matter, the database including a notes location associated with the matter, and the database including, for respective matters, a files location for storing files other than notes;
• providing, using a workstation, a graphical user interface using which a user can review information relating to matters, including notes;
• determining, in response to receiving an email having a subject line and body, whether the email is from an approved domain and, if not, rejecting the email;
• determining if the email subject line contains a matter number matching a database matter number and, if not, rejecting the email;
• and
• if the email is not rejected, routing at least a portion of the non-rejected email to the notes location of the matter having the matter number that corresponds to the number contained in the email subject line, wherein a user can access the non-rejected email pertaining to a matter directly from a screen showing notes for the matter.

A system comprising:

• a server having a system email address for receiving emails for multiple users, the server including:
• a processor;
• and
• a memory coupled to the processor and defining a database organized to store data for respective matters having matter numbers, the database including a notes location associated with each matter, and the database further includes a files location associated with respective matters for storing files other than notes;
• the system being configured to provide a graphical user interface to a workstation using which a user can review information relating to matters, including notes, the system being further configured, in response to receiving an email, to determine whether the email is from a whitelisted domain and, if not, reject the email, and if the email is not rejected, the system being configured to route at least a portion of the non-rejected email to the notes location of one of the matters, wherein a user can access the non-rejected email pertaining to a matter from a screen showing notes for the matter;
• and
• a workstation including a display screen configured to show the graphical user interface.