The work it does
Routine client communications
Reads inbound client mail, drafts the reply with the figures attached and routes anything that needs judgement.
What it receives, what it does, what it completes.
What the colleague receives
- Inbound client email from Outlook or Gmail
- The client's open jobs, queries and deadlines
- Your firm's tone and standard responses
What it does
- Reads what is actually being asked and pulls the context needed to answer it
- Drafts a reply with the supporting figures attached
- Routes anything that changes scope, fees or advice to a person
- Keeps the thread and the job status in step
What it completes
- A drafted reply with the relevant figures already gathered
- The job record updated with what the client asked
- A clear separation between routine replies and anything advisory
What it escalates
- Anything touching advice, fees or a regulated conclusion
- Complaints, disputes or unusual instructions such as changed bank details
- Requests where the evidence to answer confidently is not there
What the accountant reviews
The drafted reply. Sending stays with your team, always.
Other work it takes on
Bank transaction matching and reconciliations
Reads the statement, matches receipts and payments to the ledger, and allocates against open invoices.
Client document requests and follow-up
Notices what is missing, asks the client for it, watches for the reply and files what arrives.
VAT preparation and working papers
Prepares VAT workings, reconciles control accounts and surfaces only the items that need professional judgement.