Maatdesk for Microsoft Outlook

Connect Outlook with Maatdesk and work with your matters directly from your inbox.

The Maatdesk Outlook Add-in allows Maatdesk users to access matter-related functionality from Microsoft Outlook using their existing Maatdesk account.

Microsoft Marketplace – Coming Soon
Download
Microsoft Marketplace Availability The Maatdesk Outlook Add-in is currently completing the Microsoft Marketplace certification process. Once published, installation will be available directly through Microsoft Marketplace.

What You Need

To use the Maatdesk Outlook Add-in, you need:

  • An active Maatdesk account.
  • Access to Microsoft Outlook through Microsoft 365.
  • Permission from your organization to install or use Outlook Add-ins.
  • Access to the matters and features assigned to your Maatdesk user account.
Your Maatdesk permissions remain unchanged Installing the Outlook Add-in does not provide additional access inside Maatdesk. Your existing roles and permissions continue to apply.

Install the Maatdesk Outlook Add-in

Once the Maatdesk Outlook Add-in is available in Microsoft Marketplace, users can install it directly from Outlook.

  1. Open Microsoft Outlook. Sign in using your Microsoft 365 account.
  2. Open the Add-ins or Microsoft Marketplace interface. The exact location may vary depending on your Outlook version.
  3. Search for Maatdesk. Locate the official Maatdesk Outlook Add-in.
  4. Select Add or Get it now. Follow the Microsoft installation prompts.
  5. Open an email. Launch the Maatdesk Add-in from Outlook.
Managed Microsoft 365 environments Some organizations restrict user-installed add-ins. If you cannot install the Maatdesk Add-in, contact your Microsoft 365 administrator.

Sign In to Maatdesk

When you open the Outlook Add-in for the first time, sign in using your existing Maatdesk credentials.

Your Microsoft Outlook account and your Maatdesk account are separate. The Outlook Add-in authenticates directly with Maatdesk.

Once authenticated, the add-in operates using the same Maatdesk tenant, user roles, and permissions assigned to your account.

Using the Outlook Add-in

The Maatdesk Outlook Add-in allows users to work with Maatdesk without leaving their inbox.

Search Matters

Find Maatdesk matters directly from Outlook using the matter information available to your account.

Save Emails

Associate an Outlook email with the appropriate Maatdesk Matter.

Save Attachments

Save email attachments to the selected Matter in Maatdesk.

Respect Existing Permissions

The add-in only exposes data and actions already available to the authenticated Maatdesk user.

Available functionality may vary depending on your organization’s Maatdesk configuration and your assigned permissions.

Save an Email to a Matter

  1. Open the email in Outlook.
  2. Open the Maatdesk Add-in.
  3. Sign in if required.
  4. Search for the appropriate Matter.
  5. Select the Matter.
  6. Choose the option to save the email.
  7. Confirm the operation.

The email will then be associated with the selected Matter in Maatdesk.

Save Email Attachments

If an email contains attachments, you can save them to the appropriate Matter in Maatdesk.

  1. Open the email.
  2. Open the Maatdesk Add-in.
  3. Select the appropriate Matter.
  4. Select the attachment or attachments you want to save.
  5. Confirm the upload.

The selected files will be stored with the Matter according to your Maatdesk permissions and your organization’s configuration.

Microsoft 365 Administrator Deployment

Organizations may choose to deploy the Maatdesk Outlook Add-in centrally through Microsoft 365 rather than requiring each user to install it individually.

A Microsoft 365 administrator can control:

  • Which users can access the add-in.
  • Which groups receive the add-in.
  • Whether the add-in is deployed across the entire organization.
Recommended for firm-wide deployment For law firms with managed Microsoft 365 environments, centralized deployment is generally the preferred installation method.

Troubleshooting

I don’t see the Maatdesk Add-in in Outlook

Confirm that the add-in has been installed and, if your organization uses centralized deployment, that your Microsoft 365 administrator has assigned it to your account. Newly deployed add-ins may also require some time before appearing for all users.

I cannot sign in to Maatdesk

Confirm that your Maatdesk account is active and that your username and password work when signing in directly to Maatdesk. If normal Maatdesk login works but the Outlook Add-in login does not, contact Maatdesk Support.

I cannot find a Matter

The Outlook Add-in follows your existing Maatdesk access permissions. If you cannot see a Matter that you expect to access, contact your firm’s Maatdesk administrator.

An email or attachment is not being saved

Verify that you selected the correct Matter, that your Maatdesk account has the necessary permissions, and that your internet connection is active. If the problem continues, contact Maatdesk Support.

My organization does not allow me to install add-ins

Contact your Microsoft 365 administrator. Your organization may require the add-in to be deployed centrally.

Security and Permissions

The Maatdesk Outlook Add-in does not bypass Maatdesk security, tenant isolation, or user permissions.

All actions performed through the add-in remain subject to:

  • Your Maatdesk tenant.
  • Your assigned Maatdesk role.
  • Your Maatdesk permissions.
  • Your organization’s Microsoft 365 policies.

Installing the Outlook Add-in does not automatically grant access to Matters, Documents, or other information that the user could not already access in Maatdesk.

Need Help?

If you need assistance installing or using the Maatdesk Outlook Add-in, contact Maatdesk Support.

For organization-wide deployment questions, your Microsoft 365 administrator may also contact our support team.

Visit Maatdesk Support