StackeoPlatform / Incoming requests
Included in the founding firms programme
Every request reaches the right desk.
Requests from clients and colleagues, by mail, Messages or the client space, land in one queue; Vision proposes who handles each one, and a person confirms.
One front door. Nothing lost in a mailbox, nothing answered twice.
From where clients already write
Mail, Messages and the client space, together.
Mail in the current app, a message open.
Mail
Any IMAP and SMTP mailbox, connected.
Messages
The team’s requests, in the firm’s channels.
Sorted, then confirmed
Vision proposes a category, a dossier and a person; a person of the firm confirms.
Proposed
The likely dossier and owner for each request.
Confirmed
A person accepts or changes the routing.
Every request traced
Who received it, who handles it, when it was answered.
Queues by team
Each team sees its own requests.
In the log
Every step recorded.
Included in the founding firms programme
How firms use it.
Accounting firms
Client documents by e-mail
Filed to the right dossier and the right accountant.
A payroll question
Routed to the payroll team, not lost in a shared mailbox.
Law firms
A new client request
Sent for a conflict check before anything else.
A request from a colleague
Attached to the matter and to its lawyer.
The rules that apply. On every page of the platform, on every offer.
Our rules for your data- Your rights, never moreOur rule: Vision acts with the permissions of the person asking and of the firm.
- A person’s yes firstOur rule: anything sensitive waits for a person of the firm to approve it.
- Each firm isolatedOur rule: no firm can reach another’s data, and every boundary is checked by automated attempts to cross it.
- Sources cited, steps loggedOur rule: Vision cites the documents it used, and every step of its work goes to the firm’s log.
Questions, answered.
ContactDoes Vision answer clients by itself?
No. Vision sorts and prepares; a person of the firm answers.
How do we get it?
Included in the founding firms programme.
Join the founding firms.
Tell us how your firm works: the founders answer you and set Stackeo up with you.