FediPilotPractice operations from chat
Find everything a client has sent
One request sweeps email and folders to find a client's sources.
The problem it solves
Client documents arrive by email and folders, and some are always missed.
How it works
- Ask FediPilot to sweep for the client.
- It searches email and folders.
- It lists the sources found.
What your practice gets
- Fewer missed documents.
- One request.
- Email and folders covered.
Questions accountants ask
Which mailboxes?
Your connected mailboxes.
Which folders?
The client's linked folders.
Does it move files?
Only if you ask.
Related features
Features that work alongside find everything a client has sent.
No endless retries
FediPilot limits its requests to FEDIX and stops retrying when connections keep dropping.
Remembers the client file notes
FediPilot recalls the client's FEDIX notes, and how current they are, while working.
FEDIX capabilities in chat
FediPilot reaches FEDIX practice capabilities from the chat through one connection, with retries and large results handled.
Keeps working if one connection fails
If the main FEDIX connection cannot authenticate, FediPilot falls back to your signed-in account for lookups such as clients, prefill, email, folders, notes and returns.
Client notes from chat
Create, read, update and delete client notes in FEDIX from the chat.
Create and update clients from chat
Create a client, update contact details or reassign a client to a staff member from the chat.
See it working in your practice.
Once your 14-day trial has started, you can download FediPilot for Windows from your Fedix dashboard and sign in with your Fedix account. FediPilot runs on your own ChatGPT or Claude account, which Fedix does not supply. Training sessions are included and can be booked at any time; they are not a precondition.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.