File Outlook email into the right matter.
One click.
OrdoLux Filer is an Outlook add-in, listed in the Microsoft Marketplace. Open an email, choose the matter, and it is filed to the matter record with its attachments. No printing, no dragging, no "where did I save that".
How it works
Three clicks, and the email is on the file where it belongs.
Open the email
Filer sits in the Outlook reading pane. Open any email, then open the OrdoLux panel.
Find the matter
Search by client name, matter name or file reference. No reference numbers to copy and paste from a spreadsheet.
File it
The email and every attachment are saved to the matter in OrdoLux, and appear in the matter's emails straight away.
Replies file themselves
When you compose a reply, Filer can put the matter reference into the subject line, so the client's answer files back to the same matter without anyone touching it.
Why firms ask for it
The email is the piece of the file that gets lost most often.
Nothing sits in a personal inbox
Client correspondence lands on the matter as it arrives, not weeks later when someone remembers to save it.
Attachments travel with the email
The completed form, the photograph, the bank statement: filed in one action rather than saved separately and named by hand.
Search that matches how people think
Type the client's name. Type the file reference. Either finds the matter, which matters most for staff who dip in and out of files.
Scoped to the open message
Filer reads the email you are looking at, its subject, body, recipients and attachments. It cannot read the rest of the mailbox, so the permission is narrow by design.
Installing it
Most firms deploy it once from the admin centre and everyone gets it.
For the whole firm
- Open the Microsoft 365 admin centre.
- Go to Settings, then Integrated apps.
- Choose Add-ins and search for OrdoLux Filer.
- Deploy to everyone, or to selected fee earners.
For one person
- Open the Microsoft Marketplace listing.
- Choose Get it now.
- Open Outlook and the OrdoLux panel appears.
- marketplace.microsoft.com
Questions firms ask
Do we need Microsoft 365?
Yes. Filer is an Outlook add-in, so it is for firms running Microsoft 365. Firms on other platforms get the same filing from inside OrdoLux, and can add Filer when they move across.
Does it cost extra?
No. Filer is part of OrdoLux, covered by the per user subscription. There is no separate add-in charge and no marketplace fee.
What happens to the email once filed?
It is attached to the matter record with its attachments, visible in the matter's email list alongside everything else on the file. Your existing retention and audit rules apply to it as normal.
Can staff file to the wrong matter?
They choose the matter, so the same care applies as anywhere else. The search shows the client, matter name and file reference together, so the right file is easy to confirm before filing.
What can the add-in access?
The message you have open: subject, body, sender, recipients and attachments. It cannot read or modify other items in the mailbox, and it cannot send email on its own.
See it filing into a live matter
Thirty minutes, a real matter, and a look at how the email lands on the file.
Book a free demo