Is it safe for confidential client information?
INARY's security is described on the security page. What a client can see is decided per space, and internal-only discussion runs in a separate space.
Move client conversations from one person's inbox to the firm's shared space.
Questions by email, urgent matters by phone, documents as attachments. Bring each client's scattered conversation into an INARY space, and anyone at the firm can follow it, with an AI that helps from that history.
When the account owner is out, the client waits
At a professional services firm, each client has an owner, and the conversation lives in that person's email and phone. When they are out, replies stop. When they leave, the history leaves. The partner who wants the whole picture has to ask. The more clients you have, the heavier this gets.
Run the conversation in a space the client joins
In INARY you can invite a client into a shared space. Questions, documents, and replies stay there, and inside the firm, people other than the owner can read them. What the client sees is scoped per space, so internal discussion happens in a separate space. Questions that arrive by email can be handled in the firm's space too, with several people running the same address.
The AI drafts from that client's history
A general AI does not know your client's situation. INARY's AI works from the information shared at the firm and the history with that client, so you can ask for a draft reply or an outline of the issues. Ask for a reply that stays consistent with what you told this client last time, and nobody has to explain the background again. The professional makes the judgment; the AI does the drafting and organizing.
What changes
Clients no longer wait because one person is away. Handovers no longer mean digging through an inbox. Work with deadlines is managed in the calendar alongside meetings, with the conversation behind it in the thread.
Does the client need to use INARY?
If you invite a client into a space, they use INARY too. It is free to start, so there is no cost to the client. Email can also stay as it is, handled in the firm's space by several people running the same address.
Does the AI give legal or tax advice?
No. The AI drafts and organizes. The professional makes the judgment.