Send a fax from the matter
- Pick a contact on the case with a fax number, or enter a number and confirm it.
- Choose the documents and the order they’re sent in, with an optional cover sheet.
- The cover sheet shows the matter reference and a tracking code, never the client’s name or date of birth.
- The sent copy is saved to the case documents and noted on the timeline.
Know when it’s delivered
Lumbre tracks each fax. When it’s delivered, a confirmation is filed to the case and noted on the timeline. If it can’t be delivered, you’ll see why in plain words, such as a busy line or a number that isn’t a fax machine.
Incoming faxes in one inbox, filed by your team
Incoming faxes arrive in your firm’s fax inbox. Lumbre sets junk aside, where it can be restored, and suggests what each fax is, such as medical records or an insurer letter, and which cases it may belong to. A person on your team chooses File to a matter, and the fax becomes a document on that case and appears on its timeline, alongside everything that arrives through document management. Times are shown in your firm’s own time zone.
Incoming faxes stay in Lumbre
Incoming faxes come straight into Lumbre — they’re never sent by email.
Frequently asked questions
- How do we get fax for our firm?
- Lumbre sets up your firm's fax line for you, so there's no separate fax account to manage. Contact us to get it set up.
- Are incoming faxes filed automatically?
- No. Incoming faxes wait in your firm's fax inbox. Lumbre sets junk aside and suggests what each fax is and which cases it may belong to, and a person on your team files it.
- What's on the cover sheet?
- Your firm's details, the recipient, the matter reference, and a tracking code that helps match a reply to the right case. Never the client's name or date of birth.
- Are incoming faxes sent by email?
- No. Incoming faxes come straight into Lumbre — they're never sent by email.