New client intake
Takes down the situation so the consultant starts the first call already briefed.
The AI receptionist that grew into the whole job.
Reception built for an HR consultancy.
An employer ringing about their first ever grievance, unsure where to start. An existing client chasing advice ahead of a disciplinary hearing tomorrow. A new business wanting a staff handbook reviewed before it hires.
What it sounds like on the phone.
We've had a grievance raised and honestly don't know where to begin.
I'll take a few details now and get one of our consultants to call you back to talk you through it.
It's about the Patel case, the hearing's tomorrow and we need to check something.
Let me confirm your name and organisation, then I'll flag this as urgent so your consultant calls back today.
What we book.
The kinds of case a first call usually turns out to be:
- New client consultation (30 min)
- Grievance case support (45 min)
- Disciplinary case support (45 min)
- Policy review (45 min), usually every 12 months
What it actually does for this trade.
Caller verification
Confirms who's calling before discussing an existing case.
Hearing-date flagging
Notices a hearing or deadline and marks the call for same-day attention.
Callback promises kept
Records who was promised a call and by when.
The receptionist never gives advice or comments on the rights or wrongs of a grievance or disciplinary case; it takes the matter and passes it to the consultant. It confirms name and organisation before discussing any existing case, since these calls often carry employee personal data.
Frequently asked questions.
Will it tell me if our disciplinary process sounds fair?
No. It takes down what's happened and a consultant reviews it properly; the receptionist never offers a view on a specific case.
Can an employee ring and find out about their own case?
The receptionist confirms who's calling and their role before discussing anything, and case detail is only shared with the client who instructed the consultancy.
Is anything I say on the call kept confidential?
Yes, it's treated as employee-relations data and passed only to the consultant handling your case, never discussed with anyone else who calls.
Other case intake businesses on team.help.
See how an HR reception line takes cases carefully and hands off to a consultant, 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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