Client email for legal and accounting practices, with every request tracked
Filings and engagements depend on documents clients forget to send. Sektra keeps a list of what you asked for, what arrived, and what is still blocking a deadline, so follow-up becomes a query instead of a memory exercise.
Practice email is a ledger of requests: the K-1s asked for twice, the signed engagement letter, the missing statement. Each one blocks something with a date attached, and each one lives in a thread that scrolls out of view.
Sektra lifts requests, commitments and deadlines out of the prose of each thread, keeps them per client, and surfaces the ones running out of time. The assistant answers a question like what is still outstanding for a client with the thread attached.
Shared mailboxes for the practice, personal mailboxes for partners and staff, and one memory across both.
Open requests are tracked against the deadline they block.
Anything you are waiting on stays visible until it arrives.
A change in a client's rhythm is surfaced early.
How Sektra fits
Requests and deadlines
Every ask and every date, tracked per client and per matter.
Practice-wide inbox
Shared mailboxes and personal ones, on Google Workspace or Microsoft 365, in one workspace with roles and per-inbox access.
Cited answers
The assistant answers from your mail and links the source, 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.