Workflow for saving client related email correspondence (sent and received email)

Okay, thanks for responding. So once it is in DT are you then moving it to the relevant “Client/Case/Project” folder for emails related to that project(s) (e.g. at the end fo the workday) or just keeping one database of all email?

I was looking for a solution for filing that operated at the point of wanting to file an email directly out of Mail.app, but I suppose I could have a two step process where emails I want filed first go into a DT3 database for Clients (or even a separate database for Client Email), then move to the relevant folder from within DevonThink.

I did consider BCCing myself by default. I’ve done that in the past, but I got annoyed by seeing emails to myself in the inbox. But I see from your note how that could be useful. The added benefit of BCCing and archiving the BCC sent mail is that I’d only have to archive “Archived” (and not “Sent”) email into my master archive in devonthink.