The triage inbox — reviewing email Cedent wasn't sure about

Most email files itself to the right matter. When Cedent is not sure, it does not guess — it leaves the email in your triage inbox with its best read, and you decide. Triage is where you spend a minute teaching Cedent, and where you catch the handful of emails that need a human eye.

Why an email lands in triage

An email waits in triage when Cedent could not confidently tie it to a single matter. The common reasons:

Your firm was only CC’d, so the email is not clearly about your client’s side of a case.
A shared contact appears across several cases — an opposing counsel, expert, or vendor (a QDRO firm, for instance) who works on many of your matters, so their name alone is not enough to place the email.
Only part of a name matches — one party’s surname lines up but the other does not, leaving it ambiguous.
The conversation has touched more than one matter before, so Cedent will not assume which one this message belongs to.
It is a brand-new sender Cedent has not seen, with nothing else to tie it to an existing case.

This is by design. Cedent would rather ask than file a low-confidence email in the wrong place — and it never throws one away.

Cedent’s read

When you open an email in triage, Cedent shows you what it thinks under My read — a suggestion with a short reason and a confidence level, for example “File under Smith v. Jones based on a party-name match — 78% confident.” It is a starting point, not a decision. You confirm it or choose something else.

Sorting an email

Click Triage this email to open the chooser — “Where should this go?” — and either accept Cedent’s read or pick one of the options yourself:

File under a matter — attach it to an existing case. You then pick the matter from your list.
Start a new matter — open an intake for a new client. Cedent runs a conflict check first (see below).
Referral — an attorney referral you want to keep in your inbox rather than attach to a case.
Notification — a court notice, e-signature request, or system alert. Kept out of your matter timelines.
Business — non-matter — office, billing, or vendor mail. It will not appear in any matter’s history.
Newsletter / no-action — Cedent quietly archives mail like this going forward, so you stop seeing it.
Personal — friends, family, anything not work-related.
Spam — moved to spam, and Cedent learns from it.

If Cedent’s suggestion is right, Accept suggestion applies it in one click.

The first few of these — File under a matter and Start a new matter — are the ones you will use most. The rest are there so you can clear non-case mail out of the way once and have Cedent handle similar mail automatically afterward.

What happens after you file to a matter

Filing an email to a matter does more than move it. Cedent also:

Attaches the rest of the conversation to the same matter, so the whole thread travels together.
Reads the email for facts, deadlines, and next steps, adding what it finds to the matter’s synopsis and timeline, and preparing any drafts that follow.
Remembers the sender, so future mail from a sender who only ever relates to this one matter files there automatically. As the chooser notes: “Cedent will remember this. Future emails from this sender will follow the same rule unless you change it.”

Right after you file, a confirmation lets you Undo if you picked the wrong place.

When it looks like a new client

If an email looks like a new intake, choose Start a new matter. Cedent runs a conflict check against the people you already work with and shows anything it finds before you open the matter — so you can see, for example, that you already represent the person on the other side of this dispute. The client and opposing-party details come pre-filled from the email. You decide whether to create the matter.

Common questions

I filed an email to the wrong matter. You can move it. See Correcting an association.

Cedent keeps leaving mail from the same person in triage. That usually means the sender works across several of your matters, so Cedent will not guess which one each email belongs to. Filing each to the right matter by hand is the correct call here — a shared contact is exactly the case where Cedent should ask rather than assume.

I categorized a newsletter but still see similar mail. Cedent learns from the choice going forward; mail already in your inbox is not swept up retroactively.