How it works
It works where your team already works.
No migration. No new system to learn. CONVEYi sits inside Outlook and quietly does the admin around every case.
Open the email you’re already in
The CONVEYi sidebar opens beside any message in Outlook. No new tab, no separate login — it’s right there in the inbox your team lives in.
It finds the matter
CONVEYi matches the email to the right case using the thread, the people on it and the property — robustly, so a counterparty firm or repeat investor is never confused for the wrong file.
Summary, next action, draft reply
In seconds you get what happened, what’s outstanding, and a case-aware draft reply written in your firm’s style — ready in your Drafts to check and send.
Everything filed, automatically
The email and its attachments are saved to the case’s OneDrive folder, and the live Excel tracker is updated — so nothing gets lost and nobody re-keys anything.
On the Team plan
The routine handles itself.
New mail is matched to its case the moment it arrives, tagged in Outlook, filed, and — for the status updates that don’t need you — answered automatically by rules you control. You stay in charge: auto-send is opt-in per rule, and you can turn it off any time.
See it on your own inbox.
Set up takes minutes — because there’s nothing to set up.