Client email for consulting firms, remembered engagement by engagement
Long engagements, many stakeholders and months between touchpoints make context the scarcest resource in a consulting firm. Sektra keeps it, and hands it back before every conversation.
An engagement runs on email between the kickoff and the final readout: the board deck that changed twice, the data request that was never fulfilled, the sponsor who went silent after a reorganization. The firm's judgment is its product. Its memory of each engagement is usually one partner's inbox.
Sektra reads the engagement's history across every mailbox on the team and keeps a record per client and per person: what was decided, what was promised, who has stopped replying, and what the next move is. The assistant answers from that record with the source threads attached.
Before a call, a partner opens the client and sees the whole relationship in thirty seconds. After the call, the follow-ups become action items that resurface on their due date, in the same queue as the mail.
Briefings assemble months of context across every teammate's mail without anyone writing a status note.
Open questions and requests stay visible until they are answered, whichever side owes the answer.
A stakeholder change or a break in rhythm is flagged early enough to act on.
How Sektra fits
Per-engagement memory
Decisions, requests and commitments per client, assembled from email and kept for the whole team.
Briefings before every conversation
Open a contact or a company and read where things stand, with citations.
Action items with follow-through
Reminders that cancel themselves when the client replies, and chase reminders when they do not.
Confidential by design
OAuth-only access, encryption in transit and at rest, and no training on your mail. The security page carries the detail.