Reads the email. Confirms the workflow. Shares the request.
Turning a new client email into a properly routed intake request usually means retyping the client and matter details by hand and remembering who needs to see it.
Celeste reads the email, pulls the client’s name, matter description, and requestor, checks whether the client already exists in your records, and confirms the right workflow type with you before creating the request. Once it’s created, Celeste shares it with the relevant assistants automatically, whether that’s from the request itself or your own working relationships.
One email in, one properly routed request out, with no retyping in between.