Library · Organization & Filing

Inbox triage

Several mailboxes are scanned read-only twice a day and classified: invoices, contract returns, authorities/insurers, settlements and security…

Organization & Filing · All roles

2–3 htypical savings per month (estimate from practice)

Overview

Who it's for

All roles

You need

Requires: Foundation

You get

No document gets overlooked; Every email with an assigned follow-up process

Status: Live in production

Problem. Invoices, returned contracts, and mail from authorities hide among newsletters across multiple inboxes.

Solution. Several mailboxes are scanned read-only twice a day and classified: invoices, contract returns, authorities/insurers, settlements and security alerts. Every email is assigned its follow-up process; invoices land in an intake list, security alerts are reported immediately. No email is changed.

1Inbox scan(read-only)2Classification3Assign tofollow-up process4Invoices tointake list,report securityalerts

automatic approval manual

Results

  • No document gets overlooked
  • Every email with an assigned follow-up process
  • Security alerts visible immediately

Key metrics

  • Classification hit rate ≥ 90%

Packages: Foundation, PA Package, Travel Package, FGF Package, Producer Package, Distribution Package · Role: All roles · Status: available

Payments, filings, submissions and sending stay with you – the system prepares and asks, you send.

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Filing automation & organizationQuote requests & comparisonVersion & info distribution

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