Email intelligence for professional services

Know what needs your attention before you open a single email.

TriageFlow classifies every email by type and urgency overnight. Client messages, urgent notices, follow-ups due, and noise — sorted and waiting when you sit down in the morning.

Built for CPAs, consultants, and law firms  ·  30-day free trial  ·  No credit card required

inbox · all · sorted by urgency
Meridian Financial GroupCLIENTQ2 audit — final review items, need sign-off by Friday2h ago
IRS Tax ComplianceURGENT90-day compliance window — action required3h ago
Johnson Family TrustCLIENTRe: estate planning — can we schedule a call this weekYesterday
Horizon Construction Co.LEADReferred by David Chen — looking for a CPA firm5h ago
Constant ContactNOISEYour weekly marketing performance summary is ready6h ago

What we hear from every new firm

01

Client emails buried 30 messages deep in newsletter subscriptions.

02

A follow-up you owed someone two weeks ago — missed entirely.

03

An IRS notice arrives Friday afternoon and sits unread until Monday.

04

Twenty-five minutes every morning just figuring out where to start.

What you get

Built for firms that cannot afford to miss an email.

Never miss a client deadline

Urgent and action-required emails are flagged the moment they arrive. Thread state detection shows you which conversations have been waiting on your reply for more than 48 hours.

Your digest, ready before coffee

A morning briefing lands in your inbox: total emails, client messages, urgent count, follow-ups due. Delivery time is yours to configure.

Your rules run first

Write classification rules in plain language — "Emails from @clientdomain.com are always CLIENT." Rules evaluate before the AI does. Instant, deterministic, auditable.

Built for your vertical

CPA, legal, and consulting overlays. TriageFlow knows a 90-day IRS window is urgent and a referral email is a lead — because it was built for firms like yours.

How it works

Three steps. Then it runs itself.

01

Connect your inbox

Link your Gmail or Microsoft 365 account in under two minutes. Credentials are stored encrypted and never shared.

02

TriageFlow classifies everything

Every email is sorted into one of seven categories plus an urgency score. Overnight, before you arrive.

03

Open your inbox with clarity

Filter to urgent first. Act on client follow-ups. Ignore the noise — it's already labeled and out of your way.

Seven categories. Immediate clarity.

Every email gets a label.

CLIENTyour paying clients
URGENTtime-sensitive action
ACTION REQUIREDneeds a response
LEADprospective clients
VENDORsuppliers & services
INTERNALteam messages
NOISEnewsletters & marketing

Urgency scores 1–5 on every email. Thread state detection flags conversations where you owe a response or a client is waiting.

Common questions.

Does TriageFlow read my emails?

TriageFlow reads the sender, subject, and a short preview — enough to classify. Full bodies are not stored. Your data is not used for training. Credentials are encrypted in Supabase Vault.

Which email providers do you support?

Gmail via Google Workspace service accounts and Microsoft 365 via app registrations. Personal Gmail accounts are on the roadmap for later this year.

How accurate is the classification?

Above 94% on professional services email in internal testing. You can correct any classification in one click. Corrections are stored and applied to future runs.

Connect your inbox.
30 days free.

Gmail and Microsoft 365 supported. Setup takes two minutes.

Start your free trialSign in

No credit card required · Cancel anytime