Connecting your email and calendar
Connecting your mailbox is what lets Cedent do its core work — read incoming email to file and organize it, and send the replies you approve from your own address. Connecting your calendar keeps your Cedent deadlines and your everyday calendar in agreement, in the direction you choose.
Connecting your email
Section titled “Connecting your email”In Settings → Email Integration, connect your mailbox. Cedent supports:
- Microsoft 365 (Outlook / Exchange Online)
- Google Workspace (Gmail)
Choose your provider and sign in through the provider’s own consent screen. Cedent requests read and send access to your mailbox only — nothing else in your account. The connection lets Cedent:
- Read incoming email so it can file messages to the right matter and surface what needs your attention.
- Send the replies you approve from your own mailbox, so they land in your Sent folder like any other message and stay on the same email thread.
Both providers behave the same way once connected — filing, triage, and sending all work identically. The page shows your connection status under Connection Health. If access ever needs renewing — grants expire or permissions change over time — the page will say Reconnect, and a quick reconnect restores it without losing anything. You can Disconnect at any time; disconnecting stops all reading and sending and revokes Cedent’s access to that mailbox.
Connecting your calendar
Section titled “Connecting your calendar”In Settings → Calendar Sync, connect a Microsoft 365 or Google calendar and pick which calendar Cedent should use (your default, or a dedicated one you keep for work). You can connect a calendar independently of your email — and you can hold both a Microsoft and a Google connection at once.
Once a calendar is connected, you control how it syncs:
- Sync direction — the master setting:
- Push to calendar — Cedent’s deadlines and hearings appear in your calendar.
- Pull from calendar — events from your calendar flow into Cedent.
- Bidirectional — both directions, kept in step.
- Or turn sync off to keep the connection without syncing.
- Which event types sync — deadlines, hearings, meetings, tasks, custom events.
- Show as busy — push only your availability, with no titles or matter details, to keep client information off a calendar you share.
- Ingestion opt-out — keep personal events (dentist, gym) out of Cedent by excluding attendee domains or title keywords.
What each setting actually does — and how external events become matter context — is covered in Syncing with your external calendar.
Common questions
Section titled “Common questions”Which email providers can I connect? Microsoft 365 and Google Workspace (Gmail). If you are not sure how your firm’s mail is set up, the Cedent team can help during onboarding.
Can I connect Microsoft for email and Google for calendar (or vice versa)? Yes. Email and calendar connect separately, and each can be a different provider.
Will my synced calendar show client details to people I share my calendar with? Only if you want it to. Turn on Show as busy and synced events show your availability without titles or matter details. Confidential matters are never shown by name on your external calendar regardless of that setting.
What happens when I disconnect? Reading, sending, and syncing stop, and Cedent’s access is revoked. Your existing matters, filed email, and calendar events inside Cedent stay as they are.