Flowyer for Gmail: Inbox and Case Files Finally on One Platform
6
minute
09/09/2026
Zoltán Kéri
A law firm's workday built on Google Workspace largely takes place in the browser. Gmail is open, alongside Drive and Google Docs, with the practice management system in a separate tab.
Daily communication occurs in Gmail, while cases and related information reside in Flowyer. Until now, data had to be transferred manually between the two systems.
For instance, if an important letter arrived from the opposing party's legal representative, it had to be forwarded to a collection address or downloaded and then manually uploaded to the appropriate case. The process worked but required several manual steps for each letter, unnecessarily slowing down case management.
Flowyer for Gmail solves this problem.
The extension available on the Google Workspace Marketplace makes Flowyer's key functions accessible directly on the Gmail interface. From an open email, a case file or task can be created with just a few clicks—without leaving the inbox.
Gmail and Flowyer Now Work Together
Flowyer's email integration was previously only available for offices using Outlook. This was due to a simple technical reason: Outlook extensions cannot be used in Gmail accounts.
Law firms built on Google Workspace were therefore unable to use the same integrated workflow until now.
Flowyer for Gmail eliminates this difference.
From now on, offices using Gmail can also save emails directly from correspondence to the appropriate Flowyer case or create tasks from them.
All Key Functions Directly in Gmail
The Flowyer extension appears in the right sidebar of the Gmail web interface, similar to Google Calendar and Tasks.
No need to open a new application, switch between windows, or log into another system separately.
Simply open an email and select the associated case in the Flowyer panel.
The office's case list can be searched directly from Gmail, and the appropriate case can be quickly found using search and filters for own and favorite cases.
Then, you can proceed in two ways.
Save Email to Case
The entire content of the open email and its attachments can be saved directly to the selected case.
Thus, the email does not remain solely in a colleague's inbox but becomes part of the case documentation, where it can be easily found later.
Create Task Directly from the Email
An incoming email often represents not just archivable information but also a specific task.
With Flowyer for Gmail, a task can be created directly from the email.
The task subject is filled in automatically, and then you can specify:
- the responsible person,
- the priority,
- and the deadline.
Thus, the task related to the email does not get lost among incoming messages but is directly entered into Flowyer, where it can be managed and tracked with responsibility, priority, and deadline.
What Does Flowyer for Gmail See from the Inbox?
In legal work, data protection and confidentiality are fundamental requirements, so it is particularly important that an email integration only accesses what is truly necessary for its operation.
Flowyer for Gmail does not scan the entire inbox.
The extension processes only the email that the user has currently opened, and only when the user explicitly initiates its saving or task creation from the email.
It does not access other emails, folders, or the entire email history.
The extension operates with limited permissions defined by Google and does not request permissions that would allow continuous reading of the entire inbox content.
Flowyer for Gmail is accessible via Google's official platform and connects to the Google account through the necessary OAuth authorization process.
Emails and attachments saved to Flowyer are subsequently managed in the same secure environment as the office's other case-related data and documents.
Who Benefits the Most?
Primarily those law firms where Gmail is one of the most important tools for daily communication.
A lawyer, for example, can immediately save an important letter related to a case to the appropriate Flowyer case and, if necessary, create a task from it right away.
An assistant can assign incoming messages directly to the appropriate cases during morning email processing without constantly switching between Gmail and the practice management system.
A law firm with an international clientele also benefits from the extension's interface being available in multiple languages.
Flowyer for Gmail can be used in:
- Hungarian,
- English,
- German,
- Italian,
- Romanian.
The interface automatically adapts to the user's Google account language settings.
Email is no longer isolated in the inbox
One of the main advantages of the integration is not simply saving a few clicks.
Rather, it is that the correspondence becomes part of the case history.
If an important email is only found in one colleague's inbox, the information within is difficult for others to access. This can be particularly problematic during substitution, leave, illness, or case handover.
However, if the relevant correspondence is directly linked to the case, authorized colleagues see the same history.
The case history is thus not scattered across separate systems and personal inboxes but is traceable and searchable in one place.
Simple Installation from the Google Workspace Marketplace
Flowyer for Gmail can be installed with a few clicks, after which it automatically appears in the right sidebar of Gmail.
During the first use, a short, one-time pairing links the Gmail extension to your Flowyer account.
No need for separate server installation, local programs, or complex IT configuration.
Gmail and Case Management, Finally in One Workflow
With the extension:
✓ save the open email and its attachments directly to the appropriate case
✓ create a task from the email with responsibility, priority, and deadline in a few clicks
✓ quickly find the appropriate case with search and filters
✓ no need to constantly switch between Gmail and the practice management system
✓ the extension works only with the currently open email
✓ usable in five languages, adapting to Google account language settings
✓ relevant correspondence becomes part of the complete case history
If you are already a Flowyer user, Flowyer for Gmail can be installed with a few clicks from the Google Workspace Marketplace.
If your office uses Google Workspace but does not yet work with Flowyer and you want emails, case files, and tasks to not exist in separate systems, contact us and request a free Flowyer demonstration!
