Industries · Tax advisory
Clients ask about deadlines, documents and appointments - every day, often in the same words. Nexlify sorts these emails and drafts answers from your own information sheets. Processed in the EU, sent only after approval.
Confidentiality
A practice cannot use a tool that sends client correspondence to unknown servers. So this page starts with where Nexlify processes - and only then with what it can do.
Storage in Frankfurt, AI processing on EU infrastructure. Nexlify stores and processes client email exclusively in the EU.
The data processing agreement is part of the product.
No draft leaves the practice without explicit approval. The AI prepares, you decide.
The daily grind
"Which documents do you need from me?" - "When is my deadline?" - "Can we move the appointment?" A large share of client mail is routine questions whose answers sit in your own information sheets. That is exactly what Nexlify drafts from: with source citations, in the language of the inquiry, laid out for review instead of sent automatically.
How it works
Connect the practice mailbox - Gmail, Outlook or IMAP.
Load your own information sheets and checklists into the knowledge base - for document requests or recurring client questions.
Incoming client mail is sorted and prioritised automatically.
Review the draft and approve - with a citation showing which of your documents the answer came from.
Frequent questions
Data residency in Frankfurt, AI processing on EU infrastructure. A data processing agreement is included; the sub-processors are listed in the privacy policy.
Nexlify drafts answers from the documents you upload yourself - such as your practice's information sheets. Professional review and sending stay with you: nothing is sent without approval.
No. Access to connected mailboxes is controlled per account; assignment and internal notes govern who works which conversation.
Nothing during the open beta. Paid plans are planned from €13 per month. Early users keep a permanent discount.
Gmail, Microsoft Outlook and IMAP mailboxes. On Gmail, Nexlify only reads and sends messages.
The open beta is free. Early users keep a permanent discount when paid plans launch.
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