Fee-earning time
should not go on the phone
Accountants, solicitors, consultants and estate agents. The hour spent answering a routine enquiry is an hour not billed — and during filing season the enquiries do not stop.
Where the work is being lost today
Filing season buries the phone
New enquiries arrive at exactly the moment nobody can pick up, and the caller instructs whoever answers first.
Qualification happens too late
By the time you learn the enquiry was never a fit, you have already spent half an hour on it.
Viewings and meetings arrive out of hours
Evening and Sunday requests wait until Monday. Most of them do not wait with you.
How it runs with the assistant in place
From the moment the phone rings to the moment the job is closed, all in one flow. Every step on the record.
- 1
Answers
Takes the call at any hour, including during the busiest weeks of the year.
- 2
Qualifies
Asks what the matter concerns, the scale of it and the timescale.
- 3
Books
Offers a consultation slot from the right person's diary and writes it in.
- 4
Briefs
Files the enquiry and the notes so the first meeting starts informed.
24/7
Enquiry cover
0
Unanswered new enquiries
1 record
Per client
Hear the assistant on a live call
Listen to a real call from beginning to end, then we plan the setup around your business. The call takes 30 minutes.
- Works with your existing phone system
- Automation included
- UK GDPR aligned · 30+ languages