Intelligent email operations
IN A BIT Mail
Process busy shared inboxes, file correspondence and capture attachment data automatically.
- 5–10 hrs
- Saved weekly per person on email admin
- Graph API
- Secure Microsoft 365 integration
- Proclaim + Actionstep
- Native case management filing
Designed for real operations
Recover 5–10 hours of email administration per person, per week.
Turn Microsoft 365 mailboxes into structured workflows. IN A BIT Mail uses Microsoft Graph API to read, classify and file messages—then pushes them straight into Proclaim, Actionstep or any case management system that exposes an API.
Native Proclaim & Actionstep filing
Emails and attachments are matched to matters and written directly into Proclaim or Actionstep without retyping.
Any API-connected case system
If your CMS has an API, we can file into it. If not, we work with exports, portals or your existing document store.
Attachment data extraction
Pull useful details from PDFs, invoices and forms so the next step can start automatically.
Where the time goes
The shared inbox that never stops filling
- Solicitors and administrators spend the first hour of each day dragging emails into case files.
- Attachments and invoice PDFs are saved in one place while the related email lives in another.
- High-volume mailboxes hide urgent client messages behind routine traffic.
- There is no reliable record of what was filed, by whom and when.
How it works
A controlled rollout, start to finish
STEP 1
Connect the mailbox
We link IN A BIT Mail to Microsoft 365 via Microsoft Graph API with tightly scoped permissions and audit logging.
STEP 2
Classify and match
The service identifies senders, case references and document types, then matches each message to the correct matter or client.
STEP 3
File into your CMS
Matched items are filed straight into Proclaim, Actionstep or another API-connected case management system with the right labels and timestamps.
STEP 4
Review the exceptions
Anything that cannot be matched with confidence is queued for a human check, so nothing is guessed or dropped.
Capabilities
What it handles day to day
Bulk email processing
Work through thousands of messages overnight or in scheduled batches, not one by one.
Proclaim integration
Write emails and documents directly to the correct Proclaim matter with all metadata intact.
Actionstep integration
File correspondence into Actionstep matters and keep the client record up to date automatically.
Open API connectivity
Connect to any case management, CRM or document platform that offers a documented API.
Invoice and form capture
Extract key fields from attached PDFs and route them into finance or workflow queues.
Complete filing audit
Every classification, match and filing action is logged for compliance and supervision.
Works with
Every IN A BIT product integrates with your case and practice management systems — including Proclaim and Actionstep — and with any other platform that exposes an API.
“Email filing used to take the first hour of every day. Now it happens before anyone opens the file, and nothing gets misfiled between Proclaim and the inbox.”
Common questions
A useful first conversation