New enquiry intake
Takes down the situation calmly so a practitioner starts the first call already briefed.
A director ringing about a company that's fallen behind on its bills, unsure what happens next. An individual asking about an IVA they've been putting off enquiring about. A creditor chasing an update on a case they're owed money in.
The kinds of enquiry a first call usually turns out to be:
Takes down the situation calmly so a practitioner starts the first call already briefed.
Confirms who's calling and what they're entitled to hear before discussing an existing case.
Notices a creditors meeting or deadline and marks the call for same-day attention.
Records who was promised a call and by when.
The receptionist never gives advice on a debt position or a likely outcome, however the question is put; it takes the details for a licensed practitioner. It confirms who is calling and their role before discussing any existing case.
No. That's a judgement only a licensed practitioner can make once they've seen your full position; the receptionist takes your details and books that conversation.
No. The receptionist confirms a caller's role first, and only shares what that role entitles them to know.
Yes, it's passed only to the licensed practitioner handling the case, and the receptionist never discusses it with anyone else who calls.
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