We have released the first version of CSI MyOutlook, designed to enhance the daily work of the CSI software users. The application brings CSI's core functionality directly into Outlook, enabling the management of transactions, tasks, and work time within the familiar Outlook environment.

Key Features

• Effortless Creation of Transactions, Tasks and Critical Tasks: Create transactions, tasks, and critical tasks directly from emails and meetings, and easily attach relevant information as notes to the entry.
• Integrated Timer: Utilize timers directly in Outlook or in the Calendar to accurately measure the duration of your work.
• Automatic Matter Suggestions: Benefit from intelligent matter suggestions based on the email sender or the participants of a calendar event, enabling quick and accurate selection of the correct matter.
• Matter Linking for Emails and Calendar Events: Link matters directly to Outlook emails and calendar events to accelerate and streamline the creation of transactions and tasks in CSI.
• Transparent Matter Intake Process: Track matter requests and monitor the progress of conflict and KYC checks throughout the entire intake process.
• Customer and Matter Information Readily Available: Easily access information on customers and matters saved in CSI.
• Insightful Dashboard: Stay up to date with a dashboard showing your latest entries and your progress against budget.
• Enterprise-Grade Security and Cross-Platform Compatibility: The application is built on CSI’s robust security framework, ensuring reliable data protection and secure authentication. It is available on both Windows and Mac and supports the latest versions of Microsoft Outlook and Microsoft 365.

Deployment