Client follow-ups
Every client request handled, every follow-up on time
Every request is sorted and checked as it arrives, and no follow-up depends on anyone remembering.
Built forQopia FinancialJSI Systems
Sound familiar?
“Follow-ups go out late, or not at all”
Today
- A client request arrives missing one detail.
- Asking for it keeps getting pushed.
- 3 days later, the client is still waiting.
With Milo Works
- Each request is sorted and checked as it arrives.
- Complete ones become tasks in the right queue.
- Your team approves a reply asking for what’s missing.
An hour a day of reading, sorting and replying is 260 hours a year a person.
Work out your hours
How it works
Requests reach the right queue, complete and ready to act on
- The systemReads and sorts every requestby type, across every mailbox
- The systemChecks it is completeand makes it a task, or drafts the reply
- A personApproves the replyand it goes from their own mailbox
- Reads and sorts every requestby type, across every mailboxSystem
- Checks it is completeand makes it a task, or drafts the replySystem
- Approves the replyand it goes from their own mailboxA person
Proof
Already running at another firm
At Qopia Financial, a one-page brief is built before every client review from the CRM, recent email and the calendar. Afterward, the follow-up is scheduled and any relationship gone quiet is flagged.
Your options
AI email triage: 3 ways to do it
Option 1
Buy software
Best whenYou want drafts and summaries in your current inbox.
Option 2
Build it in-house
Best whenSomeone can set up rules and templates.
Where we fit
Bring in a partner
Best whenRequests must become tasks elsewhere, or be checked against rules.
Software worth looking at first
Copilot in Outlook and Gemini in Gmail draft and summarize in the inbox, and Front and Help Scout route shared-inbox replies. None of them knows your request types.
What each one costs, and who keeps it running
- Buy software
- CostA subscription per seat, plus setup time.
- UpkeepThe vendor, and whoever owns it on your side.
- Build it in-house
- CostTheir time now, and each time something changes.
- UpkeepThat person.
- Bring in a partner
- CostA monthly retainer.
- UpkeepThe partner, with a named owner on your side.
Questions about AI email triage
Does it send email on its own?
No. A person approves each reply, and it goes from their own mailbox.
Will replies sound like us?
Drafts follow examples of each person’s own emails, and get edited before they go.
What about privacy rules?
It reads only the mailboxes you connect, logs every action and can remove old content on a schedule. One build for a Canadian advisory firm was designed around its privacy obligations.
Often fixed alongside this
- CRM updatesA CRM that keeps itself current.
- Admin workSkilled people back on skilled work.
- AI agentsBuilt on your documents and clients, inside the tools your team already uses.
- Wealth advisory firmsReviews prepared and every client call on the record.
- Insurance agenciesCompliance notes drafted from the meeting, and renewals on time.
- Law firmsMatters opened and kept current, without the admin.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Start with one process.
In one working session, we map how this runs at your firm and show you what it’s worth to fix.