Taskpath
For consultancies & professional services

Answer clients, capture enquiries, and draft from your own work — cited, and never sent without a person.

Taskpath turns client email and inbound enquiries into drafted, cited replies from your own documents and past deliverables, files what arrives to the right engagement, and answers your team's questions with the source shown. It runs over your inbox and shared drives — EU-hosted, and your client material stays yours.

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Where it helps

Where it earns its keep in your practice

The repetitive work that arrives by email, folder, and form — handled, and always waiting for you before anything is sent or changed.

Enquiries answered before they cool

Inbound from your site and referrals gets a qualified, cited first reply within the window that wins the work — and is captured so nothing slips.

“Any update on our project?”

The status question that interrupts delivery — a per-client update drafted from your project notes for a lead to approve, not a partner writing it at 9pm.

Documents, filed to the engagement

Contracts, briefs, and deliverables arriving by email are classified and filed to the right client and matter; anything ambiguous is parked for a person.

Confidential by default

Client-confidential material never leaves your systems — EU-hosted and self-hostable. Answers are grounded in your own work and cited, and a person approves everything before it goes out.

Safe to run

By design, not by settings you remember to turn on.

Start with one workflow

We onboard a small number of pilots, one workflow at a time. Tell us the one you'd start with.