Professional services enquiry inbox
A professional services team can use HeedBox to assign a new enquiry, track the documents needed for an initial review, and send a human-approved response from a shared mailbox.
The problem
A prospective client emails info@ with a deadline and several documents. Before anyone confirms scope, the team must check conflicts, capacity, and who is authorized to assess the matter.
A practical workflow
- Assign the enquiry to the appropriate intake owner without treating it as an accepted engagement.
- Track conflict, scope, and document checks as internal tasks under the firm's own procedure.
- Have a qualified person review any reply and confirm sending, with no unverified advice or deadline promise.
How HeedBox can help
HeedBox can make ownership and intake checks visible. Heed's suggested classification is not professional advice, a conflict check, or acceptance of a client engagement.
Frequently asked questions
Does HeedBox provide professional advice?
No. Qualified staff assess the matter and approve all advice and external replies.
Does receiving an enquiry create an engagement?
No. The firm applies its own intake, conflict, and engagement procedures.
Discuss your own workflow
The right setup depends on your Microsoft 365 permissions, team roles, and existing process.
Schedule a conversation