Casengine enables efficient communication by sending various notifications through email to application users, leads, and clients. These notifications include:
Internal
- Case Notifications: Alerts for case creation and updates.
- Client Notifications: Notifications related to new client creation.
- Matter Notifications: Updates on new matter creation.
External
- Lead Notifications: Features like KYC allow the system to send the KYC form directly to a lead.
- Client Updates: For example, case updates can be emailed directly to clients.
Default Email Configuration
By default, Casengine uses noreply@codengines.com as the sender email address for notifications. However, we can configure custom email addresses for outgoing emails. Casengine supports the following protocols for outgoing email configuration:
- SMTP
- EWS (Exchange Web Services)
- OAuth
Incoming Email Configuration
Casengine also offers an email reading feature, which automatically organizes and saves case-related emails under the relevant case. To enable this feature, an inbox must be configured in the application's incoming email settings. Casengine supports the following protocols for incoming emails:
- POP3
- EWS
- OAuth
By leveraging these features, Casengine enhances communication and streamlines case management through seamless email integration.
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