Gmail
Coheso’s Gmail integration seamlessly connects Gmail with the Coheso Work Management System (WMS). After setup, Users can create and track legal requests entirely via email. When you email the designated intake address, a new request is created in WMS and the email thread is linked to that request. From that point on, all communications stay in sync between Gmail and Coheso so nothing falls through the cracks. This page explains how the Gmail integration works and how to use it effectively.
Note: Please reach out to your Coheso account manager for directions on setting up your request intake email address and the Gmail integration.
Submit Requests via Gmail
To submit a new request via Gmail, simply send an email to your organization’s Coheso request intake address. Compose a message outlining the request and include the dedicated intake email as the recipient.
The intake address will accept requests only from authorized Coheso users. Emails from external senders (Non-Coheso users) will not create a request in WMS, but external senders on the email chain will receive updates for requests that have already been created.
As soon as you send the message, Coheso automatically creates a new request in the WMS and the entire Gmail thread gets linked to that request.
Two-Way Sync
Once a request is created, any communication on that thread will stay in sync between your inbox and the Coheso workspace. The integration captures updates in both directions:
Coheso → Emails: When a legal team member adds a comment or update to the request in the WMS, the system sends that comment out as an email reply in the same Gmail thread. All recipients on the thread will receive the update in their inbox. This way, business users are kept in the loop via email whenever the legal team updates the request in Coheso.
Emails → Coheso: Every reply sent in the Gmail thread is automatically added as a comment on the corresponding request in Coheso’s WMS. This includes replies from the original requester and anyone else copied on the email (including Non-Coheso users). Each comment in Coheso notes who the email was from and includes the full message content, so the legal team can read the entire context right inside the request.
This two-way synchronization keeps both sides aligned throughout the life of the request. Business stakeholders can continue the conversation in Gmail, while the legal team works in the WMS or Gmail.
When replying by email, use “Reply All” to ensure the Coheso intake address is included in your response. If you remove the intake email from the recipients, your message won’t reach Coheso and thus won’t appear in the WMS comment thread. To keep the conversation synced, respond within the original email chain that was used to create the request.
Request Handling in the WMS
In the WMS, each Gmail-based request appears like any other request, with the email thread linked as its discussion history. All the email replies become comments on the request, and the legal team manages the request directly in Coheso. Any comment added by the legal team is automatically sent back into the email thread so that stakeholders stay informed by email.
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