Give every client a fast reply, without the admin hire
InboxPilot turns client questions, scheduling, document requests, and scope and pricing emails into ready-to-send replies, grounded in your own documents and past replies, right inside Gmail and Outlook.
Connect Gmail
Connect OutlookFree 7-day trial · Works inside Gmail & Outlook
Hi, I had a quick question and was hoping you could help me out…
Grounded in your docs · written for professional service firms
Repetitive email, handled for professional service firms
Professional service firms, from accounting practices to agencies to boutique advisories, spend their days answering the same client email: scope and pricing questions, document and information requests, scheduling, onboarding steps, and status updates. It is the routine layer that surrounds the expert work clients actually pay for. InboxPilot reads each email, pulls the answer from your own engagement documents and past replies, and drafts an accurate response in your voice, so clients get a fast, consistent answer and your team's hours go to the work only they can do.
The inbox pressure professional service firms feel
Your team handles the same high-volume questions every day. InboxPilot takes that layer off their plate so they focus on the work that needs a person.
Routine email crowds out real work
Scope, pricing, scheduling, and document requests fill the day and push the expert work into the evenings.
Clients expect a fast reply
A slow response on a simple question makes clients wonder about the fee, even when the work itself is excellent.
The same answers, retyped
Onboarding steps, what you need from the client, and 'how does this work?' get rewritten from the same documents over and over.
How InboxPilot helps professional service firms
Answers from your own documents
Draft replies from your engagement letters, process guides, and past emails, so clients get accurate, consistent answers.
Collects information up front
Requests the documents and details you need before a task starts, so work reaches your team ready to begin.
Handles scheduling
Offers times and books calls and reviews, so a client question never stalls waiting on a calendar reply.
Consistent across the team
Every client gets the same correct answer, whether it comes from a partner or a first-year associate.
Written in your voice
Learns how your firm writes to clients, so messages stay professional and unmistakably yours.
You approve before it sends
Drafts wait for review, and sensitive or complex matters are flagged for a person rather than answered automatically.
What professional service firms automate with InboxPilot
Client questions
Answer scope, process, and 'how does this work?' questions from your engagement documents and past replies.
Document & information requests
Request and chase the documents and details each engagement needs, so work starts without delay.
Scheduling
Offer times and book calls, reviews, and check-ins so nothing waits on a manual calendar reply.
Scope & pricing
Reply to scope and fee questions from your service and pricing documents, personalized to the client.
Turn a sentence into automated actions
Describe what should happen in plain English and InboxPilot builds the workflow: a trigger, an AI decision, and the actions that run on their own. No flowcharts, no rules engine.
- Draft a process answer
- Request the needed documents
- Offer kickoff times
“The routine client email used to swallow the mornings. Now most of it has a draft waiting, clients get a same-hour reply, and the team spends its time on the actual work.”
Grace Whitmore
Principal, boutique advisory firm
Professional services: frequently asked questions
The routine layer: scope and pricing questions, document and information requests, scheduling, onboarding steps, and status updates. It drafts each reply from your own documents and past emails, so clients get a fast, consistent answer.
Start with the emails you're tired of.
Connect Gmail or Outlook, point InboxPilot at a few documents, and see your first drafts today.
No credit card. Nothing sends without your approval.
© 2026 InboxPilot. All rights reserved.