Sending and Receiving Emails via Jusnote Connect
Jusnote Connect enables your legal team to manage full two-way email communication with clients — directly from within Jusnote. With the Email Communication module enabled, you can:
Send emails to clients using your own email address
Receive client replies directly into Jusnote
Create tasks or events based on messages
Attach files to both incoming and outgoing emails
| Action | Who Can Perform |
|---|---|
| Activate the feature in the system | Admin users |
| Send/receive emails from a client’s page | Any user with access to the contact |
How to Enable Email Communication
Go to Settings → Jusnote Connect
Enable the option “Activate sending emails from your own email address”
Once the feature is activated, all active users will automatically appear in the configuration table.
An administrator must configure each user’s email connection to allow sending and receiving emails from Jusnote.
This includes:
Entering the user’s email address and password (or app password if required)
Providing mail server details:
IMAP server (for receiving emails)
SMTP server (for sending emails)
Port numbers (typically IMAP:
993, SMTP:587)
Without this configuration, users will not be able to use email communication via Jusnote Connect.
When creating or editing a contact:
Enable “Client Portal”
Enter a valid email address for the client portal
Save the changes
A contact must have the Client Portal enabled and a valid email to use Jusnote Connect.
Sending Emails to Clients
Open the Connect tab inside the client’s contact card
Click “New Message”
Enter the subject, message body, and (optionally) link it to a case
To send the message via email, click “Send via Email”
Clicking “Send” will only post the message in the client portal — no email will be sent.Attaching Files to Emails
Click the attachment icon in the message composer
Select any file already stored in the system
✔ Maximum file size: up to 5 GB
⚠ File size must comply with your email provider's limits
Receiving Emails from Clients
When a client replies to your email or sends a new message to your connected address:
The message automatically appears in the Connect tab of the relevant contact
It is stored as part of the conversation history
Notifications for new client emails appear in the bell icon (top right corner)
Each notification includes:
Client’s name
Subject line
A “View” button that links directly to the contact page
Only users with access to that contact will see the message and notification.
Create tasks or calendar events from a message
Save draft emails
Filter and search messages in the Connect tab
Can I use this feature without enabling the Client Portal?
No — the Client Portal must be enabled for email communication to function.
How often does Jusnote check for new emails?
Every 5 minutes.
Will incoming client emails appear in the “Correspondence” section?
No. Messages sent and received via Jusnote Connect are only visible in the Connect tab of the contact.
What if a client sends an email without replying to mine?
If:
Jusnote Connect is enabled
The client’s email is correctly added to the contact’s portal settings
→ The message will appear in the corresponding contact’s Connect tab.
How will I know when a client emails me?
You’ll receive a system notification in the bell icon. Clicking it will take you directly to the message in the client’s profile.
If you have questions, contact us at support@jusnote.com or reach out via in-app chat.
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