1 · Inbox triage
9:41
Vellum Inbox
All 14 Voice 5 Mine 8 AI flagged 3
SB
MB
Brar family · Surinder & Manjit
0:42 Punjabi FORM 16 T4
2m
PP
+2
Patel family · daughter
Photo of father's PAN card — for NRO transfer
PAN
12m
AS
Anjali Sharma
Sponsorship docs ready — what else do you need?
1h
VK
Vikram Kohli
Got the NOA — filing tomorrow.
NOA
3h
MM
+3
Mehta family
Diwali greetings + Q3 checklist
Yest
??
+1 416 555 0184 · unmatched
Voice 0:18 Hindi · "Beta kya filing ho gayi…"
Mon
Inbox
Families
Review
Today
Me
2 · Document approve
9:41
Form 16 · Surinder Brar family · 2 of 11
FORM 16
GOVT OF INDIA · INCOME TAX DEPT
Form No. 16
Bharat Heavy Electricals Ltd.
EmployeeSurinder S. Brar
PANBRPSS1234M
AY2024–25
Salary₹ 8,42,000
Tax deducted₹ 84,200
Form 16
High
Header matches "FORM No. 16". PAN format valid. AY matches FY 2023–24.
File intoBrar / FY 24–25 / ITR LeadManpreet K.
3 · Reassign
9:41
Reassign Brar family
Brar family
5 members · Punjabi voice preferred · since 2021
Currently led by MKManpreet K.
Available associates
MK
Manpreet K. · current lead
Punjabi · Hindi · 68 families · light load
RG
Rohan G.
Hindi · 52 families · heavy load
SK
Simran K.
Punjabi · English · 41 families · available
AJ
Anika J.
English only — language mismatch
Reason for change
Optional. Client will be notified that {{new_lead}} is now their lead. The handover note is also saved to the audit trail.
4 · Quick reply
9:41
Quick reply Brar family
Surinder sent a voice note (0:42 Punjabi) and a Form 16 photo. You've approved the document.
Template
Document received
Got it Surinder ji — we received your Form 16. Manpreet will look at it and reply by Mon evening.
Need one more thing
Hello Surinder ji, for Priya's sponsorship we still need…
Custom reply
Write your own — sends as plain message, not template.
Language
EN ਪੰਜਾਬੀ हिन्दी ગુજરાતી
5 · Push notifications
9:41
9:41
Tuesday · 14 October
V
Vellum · now
Surinder Brar sent a voice note
0:42 Punjabi · "Manpreet ji, mainu apni dheean di sponsorship layi…"
Mark read Open
V
Vellum · 12m
Patel daughter sent PAN card
For father's NRO transfer · awaiting your review
V
Vellum · 32m
Unmatched WhatsApp number
+1 416 555 0184 · voice note Hindi · "Beta kya filing ho gayi…"
Link to family
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