Email to case: forward it, and it’s filed
Every matter in Lumbre has its own email address. When a provider, adjuster, or client sends something, forward or CC that address and the email is filed on the matter, with its attachments saved to the case documents and the whole thread kept together. Logos, signature images, and other decorative clutter are set aside automatically, and anything set aside can be recovered with one click.
AI-assisted reading, reviewed by your team
Lumbre’s AI reads incoming documents and emails and suggests what to update: a deadline, an insurance policy, a treating provider. Each suggestion shows where it came from and whether it’s new, a duplicate, or a conflict with what’s already on the case. It waits in the matter’s Incoming review queue until a person on your team accepts it. Nothing is added to the case automatically.
When you upload a stack of documents yourself, smart document intake sorts them into the case in a batch you review before anything is filed.
Medical records, bills, and police reports
Personal-injury cases run on paper from many sources. Medical records and bills, police reports, and insurer letters all arrive on the case they belong to, ready for the medical specials, liens, and settlement tracking that a PI case depends on.
A document system built for the whole case
- Documents organized by category, with privilege flags.
- Secure download of any single document.
- Full case-file export, and a guided package to transfer a case out.
Where your documents live
Documents are stored in access-controlled cloud storage and are only shown to signed-in members of the firm they belong to. Read more about how we protect your firm’s data.
Frequently asked questions
- How does email get onto a case?
- Every matter has its own Lumbre email address. Forward or CC an email to it and the message, its attachments, and the rest of the thread are filed on that matter. Decorative images like logos and signature graphics are set aside automatically and can be recovered with one click.
- Does the AI change my case on its own?
- No. Lumbre's AI reads incoming documents and email and suggests updates, such as a new deadline or an insurance policy. Each suggestion waits in the matter's Incoming review queue until someone on your team accepts it. Nothing is added to the case before that.
- Can I get all of a case's documents out?
- Yes. You can download any document on its own or export the full case file, and you can transfer a case out to co-counsel or another firm as a complete package.
- Where are the documents stored?
- In access-controlled cloud storage. A document is only shown to signed-in members of the firm it belongs to. Our Security page explains how we protect your data.
See all Lumbre features, or how new documents feed each person’s daily priority list.