Mailbox Add-in
Turn every email into opportunity.
The AI add-in that transforms client communication into proactive engagement and revenue. Work with smart response drafts and surface new ways to help your clients directly from the inbox.
Meet professionals where they work
Most professionals spend hours each day in their inbox. That's where client relationships live, where questions get answered, and where opportunities emerge, or get missed. By embedding intelligence directly in Outlook, we turn email from an operational task into your firm's most powerful tool for driving business impact.
Reduce response time
Cut email turnaround while maintaining quality. Smart drafting and context-aware suggestions help your team handle client communication efficiently without sacrificing the personal touch.
Increase cross-sell conversion
Surface and act on revenue opportunities that would otherwise go unnoticed. Firms using the mailbox add-in see more advisory conversations initiated from routine client communication.
Improve internal knowledge transfer
Democratize expertise across your team. Real-time coaching and best-practice guidance accelerate junior development and ensure consistent service quality regardless of experience level.
Spot what others miss
Intelligent lead detection
Surface revenue opportunities hidden in everyday conversations. Our AI identifies Agent Qualified Leads in real-time, flagging moments when clients mention business changes, compliance concerns, or needs that align with your service portfolio.
Real-time opportunity recognition
Catch advisory moments as they happen: when a client mentions expansion plans, regulatory deadlines, or operational challenges buried in routine correspondence.
Automatic lead qualification
AI assesses which opportunities match your firm's expertise and capacity, surfacing only the leads worth pursuing with clear revenue potential.
Signal extraction at scale
Analyse every client email across your entire firm simultaneously, ensuring no opportunity disappears in daily volume or gets overlooked by busy professionals.
Route to the right expert
Smart lead distribution
Connect opportunities with expertise instantly. When an advisory moment is detected, the system automatically routes it to the colleague best positioned to engage—based on service specialisation, client relationship, and current capacity.
Expertise-based matching
Route detected opportunities to the team members with the right technical knowledge and service experience to convert the lead effectively.
Relationship preservation
Maintain continuity by considering existing client relationships and engagement history when assigning follow-up actions.
Workload intelligence
Distribute opportunities across your team strategically, preventing overload on key individuals while ensuring timely client engagement.
Generate cross-sell naturally
Contextual service suggestions
See the full picture. Visual mapping shows exactly which clients need which services, turning relationship intuition into structured growth strategy.
Reduce response time
Cut email turnaround while maintaining quality. Smart drafting and context-aware suggestions help your team handle client communication efficiently without sacrificing the personal touch.
Increase cross-sell conversion
Surface and act on revenue opportunities that would otherwise go unnoticed. Firms using the mailbox add-in see more advisory conversations initiated from routine client communication.
Improve internal knowledge transfer
Democratize expertise across your team. Real-time coaching and best-practice guidance accelerate junior development and ensure consistent service quality regardless of experience level.
Where your experts actually work
Meet professionals in their inbox: the place where client relationships are built, maintained, and often missed. Turn routine email into your most powerful revenue channel.
