S05
Email-to-Task with AI Duplicate Detection
Every emailed request becomes a task, and nothing gets duplicated.
- Salesforce
- AI
- Zapier
What changes
Without it
Creating cases for client requests and work between offices takes too many clicks, so requests get handled informally and get lost.
With it
Your staff use one simple web page to create client cases and inter-office cases in the CRM, quickly and consistently.
Automations in this system
-
Case creation web page
Staff use a simple web page to create client cases and inter-office cases in the CRM quickly and consistently.
Built with
- Custom web interface
- Salesforce
Every automation is built on whichever platform your firm's compliance has approved. Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.
Related systems
S07
Client Onboarding
New client information goes into the CRM without retyping.
- Schwab
- Salesforce
- Zapier
S09
Speaking Event Management
Every speaking event is organized from the moment it's booked.
- Salesforce
- Spreadsheets
- Zapier
Want to see what we'd automate
first in your practice?
Start with a CRM and operations audit, or bring the one process that slows your office down.