Agent library / Client service / Client inquiry response
Client inquiry response
PitCrew reads each client or CPA question, finds the answer in your records, such as balances, statements, tax forms or transfer status, and drafts the reply with the documents attached. Client service reviews and sends.
When it runsWhen a question arrives
Who approvesClient service
Works withOutlook, CRM, document storage, custodian data
How it works
5 steps. Nothing is written or sent until step 4.
- Reads the questionAnd works out what is being asked
- Finds the answerIn your records and documents
- Drafts the replyWith documents attached
- A person approvesClient service reviewsEdits and sends
- Logs itOn the client record
What it reads and what it produces
Reads
- The email
- Client records and documents
- Custodian data
Produces
- A reply draft with attachments
- A logged activity on the client record
- Questions routed to the advisor when advice is needed
Rules it follows
- Routes advice questionsAnything that needs advice goes to the advisor.
- Checks permissionDocuments go to a CPA only if authorization is on file.
- Drafts, never sendsClient service sends.
Questions firms ask
Last updated: October 2026
What about questions that need advice?
They go to the advisor, with the facts gathered.
Will it send a client's tax forms to their CPA?
Only if the client's authorization is on file. Otherwise it flags it.
Will it change our CRM records without asking?
No. Every update is shown to a person first. Nothing is written until it is approved.
How long does it take to set up?
5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.
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Don't see your work?
Tell us the taskWe build it with you, from data access to the first production run in 5 working days.