How does TIQ knows in which project am I working?
TIQ integrates with the DMS/PMS/ERP of your law firm. So, when carrying any task (document, meeting, email, etc.), if the user assigns it with the Client/Project in that DMS/PMS/ERP, then the match works 100% of the times and with 100% of accuracy.
On the other hand, we have a couple of additional ways to make some Matter guessing, that need to be activated per account:
One type of matching is when Tiq recognizes creates a match if the matter code or name is present on the subject, body (only first 50 characters) or any other readable field for TIQ of an email or a calendar meeting, as you were mentioning on your email.
Another type of matching is ‘matching by domain’ (from emails recipients/senders). Scenario: you receive an email that wasn't matched at first but you confirmed that suggestion as booking belonging to an specific Matter, let's call it "Example Matter 1". The next emails that you receive from the same contact are automatically suggested by Tiq with the Matter "Example Matter 1”.
I hope that this information proves helpful. If you would like to know more about Matter Matching, please reach out to firstname.lastname@example.org