Use this page when firm email automations or inbox settings need review.
Open Automations
Use Firm Automations settings to review connected inbox and automation state.
Sync Or Disconnect Gmail
Use Sync now when you need the latest inbox state. Use Disconnect only when the firm no longer wants the Gmail connection active.
Edit Email Templates
Use Edit, Preview, Insert variable, Save changes, and Reset to control the client-facing email template.
Check Before You Leave
Email automation should match firm policy and should not send client-facing messages unexpectedly.
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