Use case · Solo & fractional consultants

How Lisa runs her one-person consultancy inbox with Pidgy.

Lisa is a fractional CFO with nine clients and no assistant. Every request, deadline and follow-up lives in her inbox. This is how Pidgy flies for her.

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Works with Gmail & Outlook Data stays in the EU
Assistant to
Lisa Pidgy, the AI email assistant, holding a task list
pidgy · Lisa's client overview
🔍  Search clients… All clients Waiting on client
Brightcove Labs · monthly close
Collecting docs
Bank exports · draft ready
Halden Studio · fundraise model
In review
Board call Thu
Orchard Supply Co · cashflow review
Collecting docs
Waiting on client
Junip & Co · Q2 report
Delivered
Delivered ✓
9 clients · 3 waiting on documents · 2 deliverables this week

Where Lisa loses most time.

5h

Chasing inputs

Every week. Bank exports, payroll summaries, signed proposals: asked once, then chased three times.

A real Friday email"Hi Sam, quick reminder nr. 3: still missing the June bank exports for the close…"
17

Tasks hiding in threads

Found in Lisa's inbox on day one. Client asks buried in reply-chains, living only in her memory.

Buried in a thread"…also, could you update the hiring plan tab while you're in there?"
2h

Sunday triage

Lisa's weekend ritual: re-reading the week's mail to rebuild Monday's list. Unbilled, every time.

Lisa, before Pidgy"I bill by the hour, then spent unbilled hours re-reading email."
What Lisa uses most

Five features, one calmer consultancy.

01 · open all day

All clients, one view.

Lisa's home screen. All nine clients in one list with live progress. No more scrolling nine inboxes' worth of threads to know where things stand.

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All projects
Brightcove Labs · monthly close
4 docs · 12 emails · 3 open tasks
64%
Halden Studio · fundraise model
2 docs · 7 emails · 1 open task
38%
Junip & Co · Q2 report
6 docs · 4 emails · 2 open tasks
82%
Orchard Supply · cashflow
8 docs · 23 emails · all done
100%
02 · automatic

To-dos that write themselves.

Sam's ask on page 4 of a thread would have lived in Lisa's head. Now it's a task with a deadline before she finishes reading, scheduled straight into her week.

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Inbox
SL
Sam Porter
2 min ago
Re: June close, next steps

Hi Lisa, thanks for the checklist. We need the June close wrapped by May 2nd.

Could you update the hiring plan tab? High priority.

Priority detected. Tasks ranked & delegated.
Today, by priority
Update the hiring plan tab · Brightcove
TodayFrom email
Build the June close · Brightcove
Due May 2Scheduled · Thu 9:00
Review cashflow model · Orchard
Due Apr 30
Prep Thursday's board call
Due May 5
2 to-dos created · 1 auto-delegated
03 · Lisa's 9am ritual

Follow up in one click.

Pidgy shows who's gone quiet and drafts the reminder in Lisa's own voice. She picks the tone, maybe tweaks a word, and hits send. Chasing 3 bank exports took her 40 seconds, not 40 minutes.

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Waiting on others 3 threads
SP
Re: June bank exports (3 missing)
Sam Porter · waiting 6 days
6d
AL
Re: Signed proposal
Ada Lin · waiting 9 days
9d
NR
Re: Payroll summary
Noel Reyes · waiting 3 days
3d
Pidgy drafted a follow-up
Hi Sam, quick nudge from my side: I'm still missing 3 bank exports for the June close. 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.

Brightcove's founder gets one secure link, no login, no account. It lands in his inbox and opens his own document list: what's needed, by when, upload in place. The bank exports arrived without a single phone call.

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In your client's inbox
PO
Lisa's desk via Pidgy
to sam@brightcovelabs.com
Mon 09:01
3 documents we still need from you
Good morning Sam,
A short list is waiting for you below. Upload in place, no account needed. It takes about two minutes.
↩ Reply↪ Forward
Brightcove Labs · your document list
3 items · shared by Lisa's desk
Bank exports June (3 missing)Upload
Signed engagement letterUpload
Payroll summaryReceived ✓
3 bank exports received · zero phone calls made
05 · Fridays feel different

Plan the week, in one move.

On Friday, Lisa drags next week's deliverables 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 · fundraise model
Thu
Reading
Fri
Deadline
Today · 4 tasks
✉Review the fundraise modelest. 1 h · due FriReply
✉Counter-sign the Halden proposalest. 6 min · due tomorrowSign
✉Pay invoice 2026-0418est. 3 min · due FriPay
+Prep Thursday's board callest. 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

Lisa's first season.

6.5h

per week back, hours that go back on invoices

17

tasks recovered from her inbox on day one

0

client deliverables missed since the list moved to Pidgy

40s

to send a chase email that used to take 40 minutes

"It's the assistant I couldn't justify hiring. My follow-ups go out before my first coffee."

Lisa · fractional CFO, 9 clients · composite of Pidgy's pilot users

Frequently asked questions.

How does Pidgy connect to my email?+
Pidgy connects to Gmail and Outlook with read access. It extracts client requests, deadlines, and commitments into your client overview. Nothing is sent without your say.
Is client data safe?+
Data stays in the EU, processing is GDPR-compliant, and Pidgy is built in Ghent, Belgium with professional confidentiality in mind.
I have no assistant. How much setup is this?+
Minutes, not days. Pidgy connects to your existing mailbox, learns your voice from what you've already sent, and starts with the follow-up list the same morning.
Do my 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.

First in loft, first served No spam, we're the anti-email-volume company

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