This article details the integration between GhostPractice and Outlook. 

You can view a detailed video walkthrough of the integration between GhostPractice and Outlook: 

To get started, go to Outlook. In your main ribbon, find the Add-ins tab. Within the Add-ins tab, you will see Save to GhostPractice, Fees and File Notes and View Matter Transactions.

Save to GhostPractice

1. Click on the email you'd like to save to your matter

2. Select Save to GhostPractice 

   

3. A confirmation screen will pop up; select whether you want to save the email to a: 
   • Matter
   • Debt Recovery Debtor
   • Client
4. Enter the Matter Number or search for it
5. Double-click on the Matter

6. Select your Document folder

   

   You have the option to edit or rename your emails and attachments if you wish to do so.  To do this, simply click Edit.  You can also remove an attachment from the email. To do this, highlight and select the attachment you’d like to remove and click Remove.

7. Click Ok, and you will get a confirmation that the document has been loaded to GhostPractice successfully

Fees and File Notes 

You can post Fees, Cost Recoveries, Notes and Unbillable Fees from Outlook directly to your matters in GhostPractice. To do this: 

1. Go to your Add-ins tab and select Fees and File Notes

   

2. Enter your Matter Number or search for it

   

3. Select whether you want to post a Cost Recovery, a Note, Unbillable Fees or an Unbilled Fee
4. Select the Fee Code

5. Enter the Time; once done, click Ok

   

You can also post notes. To do this, enter the Matter Number. Select which type of Transaction you would like to capture. Once done, click Ok.

View Matter Transactions 

You can view any matter's transaction history directly from Outlook. To do this: 

1. Go to View Matter Transactions

   

2. Enter your Matter ID number to view the full transaction history.