New enquiry intake
Takes down the caller's circumstances so the will writer starts the meeting already briefed.
The AI receptionist that grew into the whole job.
Reception built for a will-writing practice.
A first-time caller who has never made a will and doesn't know where to start. An update after a divorce or a new grandchild. A power of attorney enquiry made in a hurry after a hospital call.
What it sounds like on the phone.
Hi, I've never had a will done, I don't really know what I need.
That's absolutely fine, most callers haven't. I'll take a few details now and one of our will writers will call you back to talk through your circumstances.
My mum's just gone into hospital and we need power of attorney sorted quickly.
I'm sorry to hear that. I'll flag this as urgent now and get someone to call you back today.
What we book.
The kinds of instruction a first call usually turns out to be:
- New will instructions (45 min)
- Will review and update (30 min)
- Lasting power of attorney (45 min)
- Estate planning review (45 min), usually every 24 months
What it actually does for this trade.
Caller verification
Confirms who's calling before discussing an existing file.
Urgency flagging
Notices when a caller mentions a hospital stay or travel and marks it for a same-day callback.
Callback promises kept
Records who was promised a call and by when.
The receptionist takes down what a caller wants; it never gives legal advice, explains what a clause means, or suggests what someone should decide. It confirms name and file reference before discussing any existing instructions, because a will can name people other than the caller.
Frequently asked questions.
Can it explain what a certain clause in a will means?
No. It records what's asked and passes it to the will writer, who explains options in the drafting meeting; the receptionist never interprets wording itself.
Will it discuss the contents of my will with someone else who calls?
No. It confirms identity before discussing any existing instructions, and a will's contents are only ever given to the person who gave them.
Is anything actually finalised on the phone?
No. The call only gathers instructions and books a meeting: a will is only ever finalised once it's drafted, reviewed and properly signed and witnessed.
See how a will-writing reception line takes enquiries gently and hands off to the writer, set up in a few minutes.
Call our receptionist, 020 4538 8898, and hear it for yourself, or see what's in every plan.
Call 020 4538 8898 See pricing Get started