New instruction intake
Opens the first-touch details on a purchase, sale or remortgage so nothing waits for an inbox to be checked.
The AI receptionist that grew into the whole job.
Reception built for a conveyancing practice.
A buyer ringing to check exchange is still on for Friday. A new instruction coming in while the team is on the phone to the other side. A remortgage caller who just wants to know a file exists.
What it sounds like on the phone.
Hiya, it's about the flat on Byron Street, are we still on for exchange Friday?
Let me confirm your name and the address on file, then I'll get your conveyancer to call you back today with where things stand.
We've had an offer accepted and need someone to act for us on the purchase.
Lovely. I'll take a few details now and get a new instruction opened, then someone will call you back to talk through next steps.
What we book.
The kinds of file a new instruction call usually turns out to be:
- New instruction call (purchase) (20 min)
- New instruction call (sale) (20 min)
- Remortgage file (15 min)
- Transfer of equity (20 min)
What it actually does for this trade.
Caller verification
Confirms who's calling before discussing an existing transaction.
Chain-critical flagging
Notices when a caller mentions an exchange or completion date and marks it urgent.
Callback tracking
Keeps a record of who was promised a call back, so it happens.
The receptionist never advises on a contract, a search result or a completion date; it takes the detail and passes it on. It confirms name and property address before discussing any live transaction, because more than one party can be calling about the same chain.
Frequently asked questions.
Can it tell me if my sale is going to complete on time?
No, it can confirm a file exists and take a message, but a view on timing comes only from the conveyancer working the file, who has sight of the whole chain.
Will it discuss my transaction with anyone who rings up asking?
No. It confirms name and address against the file before saying anything, so an estate agent or a third party calling in cannot get an update meant for the client.
Can it answer a legal question about my contract?
No. It takes the question and passes it to the conveyancer; it never interprets a clause or a term on the call.
Other case intake businesses on team.help.
See how a conveyancing reception line verifies, triages and hands off, set up in a few minutes.
Call our receptionist, 020 4538 8898, and hear it for yourself, or see what's in every plan.
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