COMMUNICATIONS · AI TRIAGE
Your inbox, triaged by AI and turned into work.
Smart Inbox unifies your email and SARS correspondence into one queue, reads and classifies every message with AI, and turns anything that needs doing into a tracked task — assigned, dated and visible to the team.
Most practices lose hours every week to a shared mailbox nobody owns — messages slip, replies stall, and client requests never become trackable work. Smart Inbox closes that gap.
It connects your email, classifies each message with AI, resolves it to the right client entity, and lets anyone turn a message into a task in one click — with an owner, a due date and a full activity trail.
AI TRIAGE
Every message read, classified and routed.
The triage engine reads each incoming message, classifies its intent, and resolves it to the matching client and entity automatically — so the inbox sorts itself before anyone touches it.
- Intent classification (compliance query, invoice query, document, and more)
- Automatic client / entity resolution from the message
- Batch triage for clearing a backlog in one pass
- AI-suggested summaries and next actions
INBOX → WORK
Turn any message into accountable work.
A message is only useful when someone owns it. Smart Inbox converts email and SARS items into tasks that carry an owner, an assignee, a due date and a checklist — and keeps the original thread attached for context.
- One-click email-to-task, with the thread attached
- Owner vs assignee, priority, due dates and dependencies
- List, board and calendar views, plus saved team views
- Pre-built views: My Inbox, Due Today, Overdue, Unassigned, Blocked
CHANNELS
Email and SARS today — WhatsApp rolling out.
Smart Inbox unifies your email and your SARS correspondence in one place. SARS letters are surfaced by scanning your connected document folder — not by reading your email — and classified into the queue automatically. A WhatsApp inbox is built and rolling out to practices.
- Email / Gmail — connected and live
- SARS correspondence — surfaced from your document folder
- WhatsApp Business — rolling out per practice
Replaces the shared-mailbox stack
How teams put it to work.
A client emails about their VAT return; Smart Inbox routes it to the right entity and the preparer turns it into a dated task — nothing waits in a shared inbox.
Inbound support requests are triaged and converted into owned, SLA-aware tasks instead of living in a mailbox nobody watches.
Funder and donor correspondence is classified and turned into trackable follow-ups so commitments are never dropped.
Smart Inbox — your questions, answered.
Does Smart Inbox read my SARS emails?
No — it surfaces SARS letters by scanning your connected SARS document folder and classifying them into the inbox. Your email is connected separately for general correspondence.
Is WhatsApp available now?
The WhatsApp inbox is built and rolling out to practices. We enable it per practice as availability expands, so treat it as coming online rather than self-serve today.
What AI powers the triage?
Triage runs on the included AI tier, powered by Groq (Llama 3.3 70B), with an automatic fallback so classification keeps working during a provider outage.
Can a message become more than one task?
Yes. Convert a message to a task in one click, or create several tasks from one thread — each with its own owner, due date and checklist.
Explore what else Atlas does.
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Learn moreCompliance Engine
Every SARS and CIPC obligation per entity — with a full audit trail.
Learn moreStop working out of a shared mailbox.
See how Smart Inbox turns your inbox into accountable, tracked work.