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For Residential conveyancers

AI call handling for
Residential conveyancers.

A conveyancing enquiry may concern a sale, purchase or remortgage at a stage where dates, chains and expectations already feel important. Ziverly can gather a proportionate transaction outline while you are advising another client, without giving legal advice, accepting an instruction or predicting completion.

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A familiar moment

The buyer whose offer has just been accepted

You are in a confidential client call when a buyer asks about conveyancing for a house purchase. Ziverly can capture who is calling, whether the matter is a purchase, sale or remortgage, property area and broad type, offer or marketing stage, chain context, target dates as aspirations, whether a mortgage lender, broker, estate agent or existing solicitor is involved, related sale, leasehold or new-build status mentioned, preferred contact and communication needs. It does not request bank, payment-card, source-of-funds, identity-document or security-code details during the introductory call, verify identity or authority, carry out anti-money-laundering checks, advise on title, searches, contract, lease, tax, mortgage or deadlines, estimate fees or completion, accept an instruction, receive client money, submit an offer or contact other parties. Urgent fraud or misdirected-payment concerns require the firm's verified security route.

Where Ziverly can help

More room for the work.
A clearer thread afterwards.

The transaction may already involve a chain

Buyers, sellers, agents, brokers and lenders can create time pressure before the legal position is understood.

Confidential and financial detail needs protection

An initial enquiry should remain useful without collecting documents, banking data or source-of-funds information prematurely.

Client advice requires undivided attention

The matter in front of you deserves confidentiality while a prospective client still receives a professional welcome.

What a better handover can change

Less interruption.
More useful context.

The transaction outline is ready

Review matter type, property, stage, chain and parties before deciding how to respond.

Sensitive information stays out of first contact

Keep the enquiry proportionate and direct documents or verification through your approved secure process later.

Your approved onboarding step can persist

Add a consultation window or secure-form instruction for that known caller without creating a solicitor-client relationship.

Before, during and after the call

How Ziverly fits around
your working day.

☎Calls you choose≡Useful details→Your next step

  1. You decide which calls reach Ziverly.

    Use the call-diversion options supported by your mobile or landline service, such as no reply, unreachable, busy or rejected. Turn them off again whenever you want to answer normally, or use cover for evenings, weekends, holidays and unexpected time away.

  2. Your call details meet you where you are.

    Choose email or SMS alerts where enabled, then open Ziverly to review the summary, transcript, recording where available, status and priority.

    Review the caller, matter type, property area and broad type, transaction stage, chain, aspirational dates, lender, broker, agent or existing solicitor, related sale, leasehold or new-build context and communication needs.

  3. The next conversation starts further forwards.

    Add an AI-facing note when you want Ziverly to have more context if the same known caller rings again. Separate private notes stay private.

    Add an approved consultation window or secure-form instruction so Ziverly can use the appropriate onboarding note if that known caller returns.

  4. Open calls do not have to rely on memory.

    Choose a daily or weekly email summary of calls still waiting for attention, at the time that best fits your working day.

  5. You can check in by phone, too.

    With Owner Voice Access enabled, call your own Ziverly number, verify your PIN and manage the calls you are allowed to see.

    After PIN and permission checks, hear only the conveyancing enquiries you are authorised to access and update their status without exposing another client's matter.

Use your own numbers

Put unanswered
calls in perspective.

What might those enquiries represent for your business? Start with figures from your own recent calls.

The result is an illustration, not a forecast or a promise that Ziverly will recover the work.

Enquiries represented0
Monthly work value represented£0

This simple multiplication does not account for timing, capacity, costs, cancellations, repeat work or whether another response would have changed the outcome.

You keep the judgement

Your expertise.
Your boundaries.

Providers must be appropriately authorised and regulated by the SRA, CLC or applicable national legal regulator; client-money and anti-money-laundering rules apply.

You remain responsible for the advice you give, the work you accept and the safety, eligibility and professional checks your business requires.

A few practical questions

Before you
get started.

Talk it through →
Can Ziverly give legal advice about the sale or purchase?

No. Title, searches, contracts, leases, tax and mortgage matters remain with appropriately authorised legal professionals.

Will it collect identity documents or bank details?

No. Sensitive verification, source-of-funds and payment information must use your approved secure process.

Can it accept the instruction or promise a completion date?

No. Engagement, capacity, fees and timing can be confirmed only through your professional procedures.

Start with the calls you choose

Keep your attention
where it matters.

Choose what Ziverly should know, what it should never promise and which details make a follow-up useful. Create an account free, then add pay-as-you-go credit when you are ready.

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