Staff Review Queues
Prepared work lines up with findings attached, so reviewers start at the judgment.
Growing firms / Client Request Inbox
One inbox the whole firm can trust
Client requests scattered across staff inboxes get dropped. Cranston gives the firm one queue where every ask lands against the right client, with their file in context and a drafted answer ready.
Get started
Nothing lives in one person’s inbox
Every request tracked to done
Replies drafted from the client’s file
How the inbox works
From scattered emails to a queue with owners.
Requests land structured
Email and portal messages attach to the right client automatically, with their returns, books, and documents in reach.
Answers get drafted
Cranston writes the reply from the client’s actual records. Staff approve, edit, or take over.
Open items stay visible
Every request has a status. The Friday review of open items is a filter.
Client request inbox questions
No. It syncs with the mailboxes you already use, so clients keep emailing the address they know while the firm gets one tracked queue.
