Step 1: Connect your mailbox
Choose Gmail or Outlook and approve read access to selected labels or folders only.
Step 2: Review the triage queue
Imported emails wait in a queue. Nothing is filed automatically.
Step 3: File to a matter
Pick the matter and choose who can see it.
Step 4: Attachments
Attachments are scanned before anyone opens them.
Written from the Casevoya product specification (OPS-04, OPS-06). Screens and wording may change before launch.