Shared inbox for law firms and accounting practices
Email management for law firms and accounting practices: the documents you asked for, tracked until they arrive. Sektra keeps a list of what you requested, what came back and what still blocks a deadline, so follow-up becomes a question instead of a memory exercise.
Practice email is a ledger of requests. The K-1s asked for twice, the signed engagement letter, the missing bank statement, the conflict check waiting on a client's answer. Each one blocks a filing or a matter with a date attached, and each one lives in a thread that scrolls out of view.
Sektra lifts requests, commitments and deadlines out of each thread, keeps them per client, and surfaces the ones running out of time. Ask the assistant what is still outstanding for a client and it answers with the thread attached. That is legal email management as a shared inbox for the practice, with the mailbox itself left where it is.
Shared mailboxes for the practice and personal mailboxes for partners and staff share one record, so the history of a client is complete whichever address they wrote to.
What it tells you, and why
“You have requested the K-1s twice. There is no response and the filing deadline is in nine days.”
Open requests are tracked against the deadline they block.
“The engagement letter went out on the 2nd and has not come back signed.”
Anything you are waiting on stays visible until it arrives.
“This client owes you a reply and has been quiet for two weeks.”
The morning digest lists every thread where the other side owes the reply and has gone quiet, with the days counted.
What your team gets on day one
Requests and deadlines
Every ask and every date, tracked per client and per matter.
A practice-wide inbox
Shared mailboxes and personal ones, on Google Workspace or Microsoft 365, in one workspace with roles and per-inbox access.
Answers with the source attached
The assistant answers from your mail and links the thread it drew on, which is the standard a practice needs.
Retention and deletion
Data encrypted at rest and deleted within 30 days of leaving. Custom retention on Enterprise.
Questions, answered
What teams like yours ask before they connect an inbox.
What is legal email management?
Keeping a practice's email tied to the client, the matter and the deadline it affects. Who asked for what, what arrived, what is still outstanding and who owes the next reply. Sektra does this inside a shared inbox for the practice, and the mailbox itself stays in Google Workspace or Microsoft 365.
Does it track document requests as well as email?
Yes. A request made in a thread is lifted out as an open item with its date and stays listed until the document arrives or someone closes it. Sektra tracks the ask; the documents themselves stay in your document system.
What should email management software for a law firm do?
File what arrived, and follow up on what has not. Document management systems do the first. Sektra does the second: it tracks the ask, the deadline and who owes the reply inside a shared inbox. There is nothing to migrate, because it connects to the mailboxes you already run.
Is client confidentiality protected?
Gmail and Outlook connect through Google or Microsoft sign-in, so Sektra never sees those passwords, and an IMAP mailbox's password is stored encrypted. Data is encrypted in transit and at rest, mail is never used to train models, and every teammate sees only the inboxes they are granted. The security page has the full statement.
Can we keep matters separate?
Use tags and per-inbox access to separate matters or practice areas. Each client's record stays distinct.
Coming from another tool?
What stays the same, what changes, and what the switch takes, one tool at a time.
Playbooks for legal and accounting
I'll send that Friday: how to track commitments made in email and follow up on every one
Deals rarely die from lost arguments. They die from forgotten follow-ups. On the anatomy of the promises hiding in your team's sent folder, and how to track them.
Read the articlePlaybooksWhere an Outlook shared mailbox stops and a shared inbox tool starts
Microsoft 365 gives Outlook teams a shared mailbox for free, and it works until it does not. What it is, how to set it up, the Sent Items fix, and the five places it stops.
Read the articleProductCRM hygiene is a losing battle: the CRM your team stopped updating, and the record that writes itself
Every CRM rollout begins with resolve and ends with a database of good intentions. The problem is that it asks humans to be scribes. An audit, and the alternative.
Read the articleSee it on your own inbox
Connect a mailbox and Sektra builds the memory of your clients from the history already there.