Deadlines create input peaks
Status questions, appointments and missing documents consume professional time.
All industries
Organise client requests, confidentiality and approval first.
We review every tax-firm configuration beforehand. Griffi should connect inputs, documents, appointments and tasks as cases without automating professional advice or sensitive approvals.
Check availability On request only
Griffi
From administrative client request to a clear firm task
- 1
Capture an administrative request
Contact, client and request follow approved rules.
- 2
Assign documents
Incoming files and messages are attached to a case.
- 3
Prepare the task
An appointment, question or internal review point goes to the responsible person.
- 4
Approve deliberately
Professional communication and sensitive actions stay with the firm.
Try Griffi live.
Context is particularly sensitive
Client, document and ownership must remain cleanly separated and protected.
Professional responsibility cannot be delegated
Replies and documents require defined roles and deliberate approvals.
One case instead of many messages
From an enquiry to a prepared reply.
- 01
Take the enquiry
Griffi records the details from a call, email, chat or document.
- 02
Gather the details
Customer, request, business knowledge and next task stay together.
- 03
Prepare the work
The configured module prepares a reply, document, appointment or follow-up.
- 04
Control
You review sensitive steps and professional decisions.
- 05
Continue the work
HQ shows the history and what needs to happen next.
Review before configuration
We review these work areas for your firm.
AI Phone
Capture and log incoming calls in a structured way.
Inbox Agent
Assign emails to cases and prepare reply drafts.
Appointments & Follow-up
Coordinate appointments, reminders and open next steps.
API / Integrations
Connect your own systems and tools programmatically.
Resource Management (in planning)
Plan staff, vehicle and material needs per case, not bookable yet.
Clear responsibility
Griffi works by your rules, not around them.
Automatic steps are defined beforehand. Email sending, document finalisation and professionally sensitive decisions remain under human approval wherever control is required.
Frequently asked questions
Can tax firms book Griffi publicly?
No. Tax-firm configurations are currently available only on request and after an individual availability review.
What do you review first?
We review the intended case, data categories, roles, approvals and required safeguards before offering a configuration.
Which steps stay with the firm?
Professional advice, sensitive communication and binding approvals remain with the responsible people in the firm.
Is there an instant public configuration?
No. Scope and commercial terms are confirmed individually only after a successful availability review.
Check availability for your firm.
Tax-firm configurations are available only on request and after an individual review.
Check availability On request only