CoCounsel

CoCounsel for Microsoft Outlook

Microsoft Outlook Add-in for HighQ and Legal Tracker
CoCounsel for Microsoft Outlook
 allows you to manage your emails, documents and matters directly to HighQ and Legal Tracker, from Microsoft Outlook for Office 365.
If you are a CoCounsel user, you can enjoy CoCounsel Core features with this application. More details are available in
Microsoft 365 integration
 on this page: https://www.thomsonreuters.com/en-us/help/cocounsel/integrations.html
The add-in is linked to your Microsoft 365 account and is available on both Windows and Mac desktops, and your browser.
Install the add-in to add a
Thomson Reuters
 button in your
Outlook
integrations bar. The add-in provides options for saving and filing emails and documents in your 'My files' area of Collaborate, create matters, and share documents.

Installation and security

Please see CoCounsel for Microsoft Outlook - Installation and Security for information on how to install or deploy the add-in.

Log in for the first time

Please see here if you have not yet logged in and connected your HighQ or Legal Tracker accounts.

Matter management

CoCounsel for Microsoft Outlook
 can efficiently extract information from emails to manage legal requests.

Save an email and/or attachments to HighQ

You can save emails to HighQ, and choose if any attachments in those emails are also saved in the same location.
Select one or more emails to save, then click the add-in icon on the right-hand toolbar.
Select
Upload Email and Attachments
:
Check you have selected the correct email.
If the subject of the email is not clear, is a duplicate, or needs more information, click
Rename
 to adjust the text.
Select
Continue
.
Find the location on your site to save the email and any attachments.
Select the
Favorites
 tab to see folders saved as favorites on your site, select
Browse
 to navigate to a folder or select
Search
 to enter a search term.
User permissions from HighQ are applied to the list of sites and folders in the add-in. You must have access to files and folders in HighQ to also access them in the add-in.
You can create a new folder in a selected location. Click
Add folder
 and enter the folder name:
After you have selected the folder or folders, click
Upload
 to save the email.

One-click upload

As you upload more emails, the add-in predicts where you often save emails and attachments.
The
One-click upload
 panel suggests a location, taken from your previous interactions with similar emails:
Click
Quick upload
 to file the email immediately, or select
Manual upload
 to choose another location.

Labels

Labels are added to emails in the Outlook window to show their status with the add-in.
Emails that have been saved are shown with an
Email filed
 label.
Email discussions that have been saved are shown with a
Conversation Enabled
 label:

Automatically save your sent emails to HighQ

When you compose a new email,
before you click
Send
, select
Upload
 to automatically save the email to HighQ when you send the email.
When the
Compose email
 window is open,
Don't upload
 or
Upload
 are available in the
Sent emails
 section of the add-in:
If you want to save the email to HighQ, select
Upload
. Select
Auto-upload replies
 to save this email
and
 also automatically save all replies in the email thread.
By default, the email is saved to your default folder location, select
Change folder
 to change the destination folder.
Default settings
You can change default values and preferences in
File email preferences
.
Select the
Settings
 button:
Open
Preferences
, select the
HighQ
 tab and then
File email preferences
. Adjust the default folder and email saving preferences as required.
Click
Save
 to keep your changes.

Save an email and/or attachments to Legal Tracker

You can save any email to Legal Tracker; any attachments in that email can also be saved in the same location.
Select one or more emails to save, then click the add-in icon on the right-hand toolbar.
Select
Upload Email and Attachments
:
The contents of the add-in panel vary according to the accounts you have connected.
Check you have selected the correct email.
If the subject of the email is not clear, is a duplicate, or needs more information, click
Rename
 to adjust the text.
Select
Continue
.
Find a matter for the selected items.
Select a tab to help find a matter;
Open matters
,
Recent matters
 and
Favorite matters
.
To help find a matter, select
Search
 to enter a search term and use a filter to filter the list.
Select a matter. if there are folders for that matter, you can select individual folders.
Select the appropriate matters or folders and then set security for the uploaded items in
Access security
:
Click
Upload
 to save the email and selected attachments.
After they are uploaded, the documents are saved and available in the Legal Tracker service.

Save complete email discussions to HighQ

You can save entire email discussions to HighQ with the
Auto-upload replies
 toggle.
After you click on the “Upload Email and Attachments” Card, select the
Auto-upload replies
 toggle in the bottom right corner of the window:
When the switch toggle is turned “ON”, the add-in not only saves the selected emails but also future replies to the same email thread. This allows you to make sure that the latest emails in the discussion are always saved to HighQ without manually uploading them.
A new version is added to HighQ when the conversation is synced with at least one new email added to the discussion thread.

Upload and share folders and documents

You can create dynamic sharing links to HighQ files and folders so that the recipients of your email can simply click on the sharing link to get access to your content.
When you compose an email, click the
Apps
 icon to find the add-in.
If your content has already been uploaded to HighQ:
Select
Share HighQ Collaborate links via Email
.
Browse your HighQ sites and folders to select the HighQ content you want to share. You can select and share multiple documents and folders.
Select the content, then click
Continue
. The
Define Security Options
 window opens:
Select appropriate security options, then click
Share link(s) in email
.
A sharable link is generated and added to the email body.
Continue to create your email and then send it with the dynamic links when ready.
If your content hasn’t already been uploaded to HighQ:
Select
Upload to HighQ Collaborate and share
.
Drag files to the window or click
Browse
 to find and upload the documents of your choice.
Then click
Continue
 to select the HighQ location to save these documents.
Select the location or locations and click
Upload to HighQ
.
A summary window opens:
After you upload your documents to HighQ click
Share link(s) in email
.
Site file sharing
 options appear so that you can adjust user access permissions for your content.
Select appropriate security options, then click
Share link(s) in email
.
A sharable link is generated and added to the email body.
Continue to create your email and then send it with the dynamic links when ready.

Settings

Click the settings icon to open settings:

General

Matter management settings

  • Activate Intelligent Intake features
    : - Enable or disable the AI Extract Information intake feature. If the box is checked, then you’ll be able to use this functionality. If the box is unchecked, then the
    Extract Information
     button is hidden and the feature is disabled.  
  • Always ask for confirmation before scanning emails
     - If this is selected, confirmation is needed before you extract the information from an email request. A pop-up appears to confirm if you need to extract information from the email. This provides an extra layer of security if emails can contain sensitive information.
  • Suggest relevant actions
     - Enable or disable suggested actions. The application can dynamically suggest actions based on your previous use of the add-in.
  • Where do you want to create your matter by default
     - Select a default location for created matters when information is extracted with the AI feature. This does not change the options in the add-in, which allows you to create matters manually.
  • Ask me every time my preferred location to create a matter
     - If this is selected then you are always prompted to select
    HighQ
     or
    Legal Tracker
     when you create a matter with the AI feature. If it is not selected, you can only create a matter on the platform that is selected by default (HighQ or Legal Tracker).

HighQ

iSheet associations

Please see iSheet Associations.

Sharing options

You can adjust the default sharing options for your content in the
Sharing options
 menu.
There are two sections, one for your own files and sites and another for any other files and sites (i.e. not created or owned by you). When you share files from your site or My Files the add-in follows your
My File sharing
 settings. When you share a file from any other site, the add-in follows
site file-sharing
 settings
  • Show dialog when sharing
     - If this is selected, current share settings are displayed before the link is generated. This allows you to verify and change settings if HighQ settings are not appropriate. If not selected, you are not asked to verify the share settings and the add-in follows the default settings for sharing files to generate links.

Legal Tracker

Save email preferences

In the
Legal Tracker
 section under
Preferences
, the
Save Email and Attachments
 allows you to define default values for two key fields:
Folder
 and
Access Security
.
  • Folder
     - Choose a default folder for uploading emails and attachments to a matter.
  • Access Security
     - Specify a default access security setting for uploaded emails and attachments.

Create matter preferences

Preferences for Matter creation are managed in Legal Tracker. To set values in the Outlook add-in select
Open Settings in Legal Tracker
, then open the
User Profile
 section in
Outlook Add-in Defaults
.
Ensure all settings are configured correctly in Legal Tracker then return to the Outlook add-in and click
Sync with Legal Tracker
 to synchronize all changes.
Click
Save
 to keep the synced values.

This article applies to:

  • Product: HighQ
  • Subject: Add-in, AI

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