Make the shared inbox accountable.
Awditify Email Triage helps firms review, assign, classify, and follow up on inbound client email from connected Outlook and Gmail accounts. Every message gets an owner, a status, and a connection back to the engagement it affects.
At a glance
What this covers
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Shared inbox triage
One workspace for Outlook and Gmail messages across the firm. Filter, search, and act without switching tools.
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Assignment and ownership
Assign messages to team members. Every email gets an owner. Staff see their own queue with "Assigned to Me."
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Status and priority
Five triage states. Priority flags. Follow-up dates. Nothing falls through after the first read.
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Engagement links
Connect any email to the client engagement it belongs to. Keep client communication close to delivery work.
How it works
How it fits together
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Shared inbox triage across the firm
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Assignment and ownership
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Status and priority controls
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Engagement and client context
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Notes, attachments, and records
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Safe email viewing
Shared inbox triage across the firm
One triage workspace for all connected Outlook and Google Workspace accounts.
View synced inbox messages from connected Outlook and Gmail accounts
Track last synced time and trigger a manual sync from the triage workspace
Search by subject, sender, and body preview
Filter by mailbox when multiple accounts are connected
Open the original email in the provider at any time
Assignment and ownership
Give every message a clear owner so nothing sits unread and unaddressed.
Assign emails to any team member from the triage workspace
Staff use "Assigned to Me" for a focused personal work queue
Track unassigned, assigned, and open message volume at a glance
Deep-link into filtered views for a specific assignee or engagement
Status and priority controls
Move messages through five practical triage states that match how firms actually work.
Five states: Unassigned, Assigned to Me, In Progress, Waiting on Client, Done
Set priority on important messages to surface urgent items
Add follow-up dates so client requests stay visible until they are resolved
Use bulk status updates for high-volume inbox cleanup
Engagement and client context
Connect email to the work it belongs to so context does not live in individual inboxes.
Link an email directly to a firm engagement
Show associated client context through the engagement link
Filter the triage view by linked engagement
Keep supporting email history visible beside the delivery work it affects
Notes, attachments, and records
Everything needed for handoff and file-keeping stays attached to the message.
Add internal notes to any email for handoff, context, and review
Download the original .eml file when a formal record copy is needed
Download synced attachments directly from the triage workspace
Full message metadata preserved: sender, recipients, subject, received time, read state
Safe email viewing
Staff review client messages without exposing the app to unsafe email content.
Render email bodies in a controlled sandbox viewer
Block unsafe scripts and interactive email content from executing inside the app
Staff read message content without each email becoming an uncontrolled browser surface
Works with your email tools
Connects to Outlook and Gmail
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Sync Outlook mailbox messages into shared triage and manage Outlook calendar events from Awditify.
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Connect Gmail and Google Calendar to Awditify for shared email triage and calendar management.