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Which engagement emails an AI can draft well, a sample chase you can copy, and the checks a senior should run before a client email leaves the firm.
AI email drafting for audit teams pays off on the repetitive client mail: PBC chases, sample requests, confirmation follow-ups and status notes. Pidgy writes those in your voice, in one of four tones, and parks each draft for a person to read and send. It is hosted in the EU and your mailbox is not used to train a model. The emails that carry judgement, a going concern conversation or a fee discussion, stay with the partner.
Most client email on an engagement is routine, and routine is where a draft saves the most time.
A senior writes perhaps a dozen client emails a week and two of them need original thought. The table sorts the rest by how much a person still has to add.
| Email type | Pidgy drafts it | What you still add |
|---|---|---|
| Chase for open PBC items | Yes, from the thread and what is still open | Check item numbers against the current list |
| Sample selection request | Yes, with a date and the format you want | Paste the actual sample references |
| Follow-up on a third-party confirmation | Yes, as a reply in the existing thread | Confirm the contact at the bank or lawyer |
| Status note to the client CFO | A first draft, in a calmer tone | Manager or partner reads it before send |
| Question about an unusual balance | The wording of the question | The audit reasoning behind it |
| Fee, scope or independence discussion | Write it yourself | All of it, with the engagement partner on copy |
A thread has been quiet for five working days. The senior asks for a follow-up and picks the more direct of the four tones.
Outstanding items for the FY25 audit, three left
Hi Sarah,
Thanks for the fixed asset register on Monday, that one is closed. Three items are still open on our side, the bank confirmation contact for the second account (item 4), the aged debtors listing at year end (item 9) and the board minutes from the March meeting (item 12).
Could you send those by Thursday? If any of them will take longer, tell me which one and I will plan the fieldwork around it.
Thanks,
Tom
He checked the item numbers against the PBC tracker (the client had renumbered the list in February, so item 12 was now 13), moved Thursday to Friday because the client closes the month on Thursday, and pressed send. About ninety seconds, against ten minutes last year.
A draft is only as safe as the read it gets. This takes under a minute once it is habit.
Pidgy is an inbox agent for Outlook and Gmail that reads both as one mailbox, ranks what needs you, drafts replies in your voice and queues the chases you would otherwise forget.
Pidgy reads an Outlook mailbox and a Gmail one as a single inbox and puts the mail that needs a reply at the top.
Drafts are written in your own voice, in whichever of the four tones fits the stage of the chase. Nothing leaves the firm until you press send.
Pidgy tracks who owes you a reply and surfaces the thread when it stalls, with a chase already drafted.
Email is grouped into projects, so one engagement's threads sit together, and one Inbox Health score shows a manager whether the team is on top of client mail or quietly behind.
Any drafting tool has to read the mail to draft from it, so the questions are where that happens and what else the mail is used for.
Processing and storage sit inside the EU, which is the first thing a firm's risk team asks about.
Your mailbox exists to give you drafts and a ranked inbox. It is not training data and it is never sold on.
Data is encrypted in transit and at rest, and a DPA is available on request for the vendor file.
Pidgy queues; a person sends. No client receives an email that nobody at the firm has read.
Three situations where a faster draft is the wrong fix.
A client who has ignored three chases will ignore a fourth, however well written, so pick up the phone. An email that communicates a finding or a change in scope needs words chosen by the person who will defend them later. And anything the firm's quality team has templated, the engagement letter above all, should stay templated.
More on client email for audit and accounting teams.
Pidgy writes the routine client email in your voice, queues the follow-ups that stall, and leaves the send button to you. The free trial is open below.
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