Intake in Irys One
Connecting your mailbox
Work gets into Intake two ways: you upload it, or you connect your firm's intake mailbox and anything sent there arrives on its own. Start with upload. Connecting the mailbox later loses nothing.
Signed agreements can land on the register too, once Sign is wired to it.
Upload
The simplest way in, and the one that works before anything is connected. Upload for Intake is the single primary action at the top of the register.
Open Intake
Click Intake in the left rail. The register opens.
Upload for Intake
Drag files onto the register, or use Upload for Intake. You can upload an email with its attachments, or a document on its own.
Let it read
The item appears as a row and is read on arrival. Irys says what it is, pulls out the facts, and routes it.
An email and its attachments upload as one item and one row, not as four unrelated files. You can send up to 500 files at a time, each up to 500MB.
Your intake mailbox
This is the other front door. It is a shared address your firm already uses to take in work, something like a legal or intake mailbox, rather than anyone's personal or work inbox. That is the address Intake watches.
Irys does not issue you an address. You supply the mailbox you already own, verify it, and connect it. Irys then polls it continuously, so mail arrives as items without anyone having to go and fetch it.
There are two ways to connect it, and you only need one. Either enter the address you want work forwarded to and verify it with a one-time code, or connect the mailbox your firm already uses through its own sign-in so Irys watches it directly.
Connecting Gmail or Outlook to Workbench is a different thing and does not feed Intake. A Workbench account lets you pull documents into a matter or the Library. Only a connected intake mailbox puts mail on the register on its own.
Two-factor authentication must already be enabled on the mailbox before you connect it. Set that up first, then come back.
Open the sources page
From the register header, open the intake processes and sources page. It is also reachable from Settings under My Desk, and connections live in Integrations.
Enter your intake address
Give Irys the mailbox your team already uses for intake.
Verify the address
Irys sends a one-time code to that mailbox. Entering it proves the address is yours.
Give Irys access
Give Irys the access it needs to read the mailbox. With two-factor enabled, that access is issued separately from the password you sign in with.
Let it poll
Irys checks the mailbox continuously from then on. Each message and its attachments arrive as one item on the register.
One mailbox per workspace
An intake mailbox is scoped to a workspace. Firms that split intake by practice, a real estate intake and a personal injury intake for example, use a separate workspace for each, each with its own mailbox. All of them are polled.
When a source goes quiet
A connection that stops delivering is a real event, and Intake shows it on the register rather than hiding it in Settings, because the register is where someone would notice. Source health is measured against that source's own normal rather than a fixed threshold: a mailbox that usually brings in six items a day and has brought in nothing for three days is flagged, with the date of the last arrival.
The warning carries its own action. You reconnect from the row. Nothing points you off to a settings page to work out what to do.
Reading the source list
The sources page lists every path feeding the register and when each one last delivered: your intake mailbox, Uploads, and Sign. A source marked Not set up yet is not a confirmed arrival path, so do not count on work coming in through it until you have seen an item arrive.
What Irys sees
Irys reads what reaches the mailbox you connected, and nothing else. The filters on that mailbox are yours: spam rules, subject rules, and whatever your administrator sets. Irys gives you the tools to decide what becomes work, and does not become the filter in front of your inbox. Anything that does get through and turns out to be noise is one click from being dismissed, which takes it off the register and never creates a matter. It stays on the record, and Reopen brings it back if you need it.
It is worth agreeing a convention before you hand the address out: what goes in the subject line, how much belongs in the body of the email, and which internal channels should forward into it.