Use case · Legal & advisory firms

How Nathalie runs her law firm's inbox with Pidgy.

Nathalie is managing partner of an 8-lawyer firm. Every matter lives in email: requests, deadlines, signatures. This is how Pidgy flies for her.

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Works with Gmail & Outlook Data stays in the EU
Assistant to
Nathalie Pidgy, the AI email assistant, holding a task list
pidgy · Nathalie's matter overview
🔍  Search clients… All clients Waiting on client
Harlow & Pierce · share deal
Collecting docs
KYC docs · draft ready
Merrow Estates · lease dispute
In review
Hearing 12 Aug
Calder Group · restructuring
Collecting docs
Waiting on client
Voss & Partner · NDA pack
Filed
Filed ✓
14 matters · 3 waiting on documents · 2 deadlines this week

Where Nathalie loses most time.

4.5h

Chasing signatures & KYC

Every week. Engagement letters, passports, proofs of address: asked once, then chased three times.

A real Friday email"Hi Marta, friendly reminder nr. 3: we're still missing the signed engagement letter for the share deal…"
19

Tasks hiding in threads

Found in Nathalie's inbox on day one. Client requests buried on page 4 of reply-chains, living in her memory.

Buried in a thread"…one more thing, could you also look at the indemnity clause before the call?"
2h

Sunday triage

Nathalie's weekend ritual: re-reading the week's mail to rebuild the deadline list for Monday.

Nathalie, before Pidgy"I re-read the week's mail every Sunday just to rebuild the deadline list."
What Nathalie uses most

Five features, one calmer practice.

01 · open all day

All matters, one view.

Nathalie's home screen. Every matter in one list with live progress. She stopped asking her team "where are we on…" because the answer is on screen.

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All projects
Harlow & Pierce · share deal
4 docs · 12 emails · 3 open tasks
64%
Merrow Estates · lease dispute
2 docs · 7 emails · 1 open task
38%
Calder Group · restructuring
6 docs · 4 emails · 2 open tasks
82%
Voss & Partner · NDA pack
8 docs · 23 emails · all done
100%
02 · automatic

To-dos that write themselves.

Marta's request on page 4 of a thread would have lived in Nathalie's head. Now it's a task with a deadline before she finishes reading, and the draft review is delegated to Tom in one click.

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Inbox
SL
Marta Osei
2 min ago
Re: Share purchase, next steps

Hi Nathalie, thanks for the call earlier. We need the SPA signed off by May 2nd.

Could you send us the KYC checklist? High priority.

Priority detected. Tasks ranked & delegated.
Today, by priority
Send KYC checklist · Harlow & Pierce
TodayFrom email
Review SPA draft · Harlow
Due May 2Delegated · Tom
Review indemnity clause · Merrow
Due Apr 30
Prep the hearing bundle
Due May 5
2 to-dos created · 1 auto-delegated
03 · Nathalie's 9am ritual

Follow up in one click.

Pidgy shows who's gone quiet and drafts the reminder in Nathalie's own voice. She picks the tone, maybe tweaks a word, and hits send. Chasing the KYC file took her 40 seconds, not 40 minutes.

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Waiting on others 3 threads
MO
Re: KYC documents (2 missing)
Marta Osei · waiting 6 days
6d
BI
Re: Engagement letter
Ben Ito · waiting 9 days
9d
LM
Re: Court fee transfer
Livia Marsh · waiting 3 days
3d
Pidgy drafted a follow-up
Hi Marta, quick nudge from our side: we're still missing two KYC documents for the share deal. You can add them via your secure link. Happy to help if anything is unclear.
Follow-up sent
04 · clients love this one

Clients get a magic link.

Harlow's counsel gets one secure link, no login, no account. It lands in her inbox and opens her own document list: what's needed, by when, upload in place. The KYC file completed without a single phone call.

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In your client's inbox
PO
Nathalie's office via Pidgy
to m.osei@harlowpierce.com
Mon 09:01
2 documents we still need from you
Good morning Marta,
A short list is waiting for you below. Upload in place, no account needed. It takes about two minutes.
↩ Reply↪ Forward
Harlow & Pierce · your document list
3 items · shared by Nathalie's office
Passport copies (2 missing)Upload
Signed engagement letterUpload
Proof of addressReceived ✓
KYC file complete · zero phone calls made
05 · Fridays feel different

Plan the week, in one move.

On Friday, Nathalie drags next week's hearings and filings into calendar blocks. Pick a duration, set a reminder, done. Monday starts from a plan instead of a pile.

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This week
9101112
Mon
Standup
Tue
Client call
Wed
Review · SPA markup
Thu
Reading
Fri
Deadline
Today · 4 tasks
✉Review the SPA markupest. 1 h · due FriReply
✉Counter-sign the engagement letterest. 6 min · due tomorrowSign
✉Pay invoice 2026-0418est. 3 min · due FriPay
+Prep the hearing bundleest. 45 min · due MonYou
Wed · 10:00 → 11:00
Duration
Deadline
Fri · May 23
Remind me 15 min before
Added · Wed 10:00, deadline Fri

Nathalie's first season.

6.5h

per week back, measured over her first two months

19

tasks recovered from her inbox on day one

0

court or client deadlines missed since the list moved to Pidgy

40s

to send a chase email that used to take 40 minutes

"The deadline list finally lives outside my head. Monday starts already sorted."

Nathalie · managing partner, 8 lawyers · composite of Pidgy's pilot firms

Frequently asked questions.

How does Pidgy connect to our email?+
Pidgy connects to Gmail and Outlook with read access. It extracts client requests, deadlines, and commitments into the matter overview. Nothing is sent without your say.
Is it safe for privileged material?+
Data stays in the EU, processing is GDPR-compliant, and access is scoped per mailbox. Pidgy is built in Ghent, Belgium with professional confidentiality in mind.
Does it work in deadline season?+
That's the point. Pidgy triages while you're in court, keeps the follow-up list current with a draft ready for each, and Monday opens with a sorted deadline list instead of a backlog.
Do clients need an account?+
No. Clients get a secure magic link that opens their own document list: what's needed, by when, upload in place. No login, no password, no new tool to explain.
What does it cost?+
Simple monthly pricing per mailbox, announced at launch. We onboard from the waitlist in order, so early joiners fly first.

Want your own prize-winning assistant?

Pidgy onboards from the waitlist, in order. Join now and you're at the front of the loft when the doors open.

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