Shared inbox for consulting and advisory firms
Every engagement remembered, from kickoff to final readout. Long engagements, many stakeholders and months between touchpoints make context the scarcest resource in a firm, and Sektra hands it back before every conversation.
An engagement runs on email from the engagement letter to the final readout. The letter that went back and forth before it was signed, and the change order nobody confirmed in writing. The data request still open before the workshop, and the sponsor who went quiet after a reorganization. The firm's judgment is its product, and its memory of each engagement lives in 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. It holds what was decided, what was promised, who owes the next reply and what the next move is. The assistant answers from that record with the source threads attached, and the record stays with the firm when a partner moves on.
Before a steering committee call, a partner opens the client and sees the whole relationship in thirty seconds. After it, the follow-ups become action items, Sektra's tracked to-dos with a due date, which come back when they are due in the same queue as the mail.
What it tells you, and why
“You last spoke to the sponsor in March about the board deck. Here is the thread.”
A briefing is assembled from months of mail across every teammate, without anyone writing a status note.
“The data room request has been open for nine days and the workshop is Friday.”
Open requests stay visible until they are answered, whichever side owes the answer.
“The steering committee chair has not replied since the reorg. You asked to be told at three weeks.”
Put a watch on any stakeholder and Sektra tells you the day they go quiet. A new name on the thread is added to the engagement's record.
What your team gets on day one
Memory per engagement
Engagement letters, change orders, decisions and commitments per client, assembled from email and kept for the whole team.
A briefing before every conversation
Open a contact or a company and read where things stand, with citations.
Follow-ups that follow through
Reminders that cancel themselves when the client replies, and a reminder to chase when they do not.
Confidential by design
Gmail and Outlook connect through Google or Microsoft sign-in, so Sektra never sees those passwords. Mail is encrypted in transit and at rest and never used for training. The security page has the detail.
Questions, answered
What teams like yours ask before they connect an inbox.
We work in Outlook shared mailboxes. Does that work?
Yes. Sektra connects Microsoft 365 mailboxes and shared mailboxes through Microsoft sign-in, keeps categories and read state in sync, and treats them like any other inbox.
How does a firm keep engagement history when a partner leaves?
The record belongs to the client account rather than to a mailbox. When ownership changes, the next partner inherits every decision, commitment and open question, with the source threads attached.
Does the assistant send anything on its own?
No. It drafts, reminds and briefs. A person always sends.
Is a shared inbox different from a shared mailbox?
A shared mailbox is an address several people can open. A shared inbox tool adds ownership, notes, assignment and a view of who owes the next reply. Sektra adds the record of each client underneath, and the mailbox itself stays where it is.
Coming from another tool?
What stays the same, what changes, and what the switch takes, one tool at a time.
Playbooks for consulting and advisory
A client QBR agenda, and the four hours of archaeology before the meeting
QBRs get skipped because preparing one costs half a day of scrolling backward through Gmail or Outlook, and that cost lands on the busiest person you have. The agenda, and the prep behind it.
Read the articlePlaybooksYour first 90 days with inherited client accounts are about history
A laptop, a mailbox, and a spreadsheet of client names you have never met. Some of them are already leaving. Learning the product is the easy part.
Read the articleProductWhat relationship memory is, how it differs from relationship intelligence, and what it keeps getting mistaken for
Every account team already runs on relationship memory. It lives inside particular people and resigns when they do. A definition, the relationship intelligence comparison, and four things it is not.
Read the articleSee it on your own inbox
Connect a mailbox and Sektra builds the memory of your clients from the history already there.