For busy Residential conveyancers

Call handling for Residential conveyancers, without losing focus on the job.

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.

See what could help Try your own numbers

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.

The useful handover

Enough context to respond properly.

The aim is to welcome the caller, gather the details you decide matter and keep the same enquiry easy to follow until the work is resolved.

  • Who is calling and how to reach them.
  • What they need help with and where.
  • What should happen next, without inventing a response time.

Where the pressure tends to gather

Make space for the work without leaving the caller in the dark.

Think about the calls that interrupt you most often. Ziverly can follow the questions and boundaries you choose, then leave the details ready for your judgement.

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 now, a clearer thread afterwards.

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.

Uriyah, The Guardian of Tone
Available in Ziverly

Uriyah, The Guardian of Tone

When someone calls about residential conveyancing, your receptionist should sound like a respectful extension of your business, with honest expectations and no invented promises.

Before, during and after the call

From first ring to finished follow-up.

Ziverly can do more than take a message. You stay in control of when it answers, how you hear about each call and what context is available if the customer rings again.

  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

What might unanswered calls represent for your business?

If an average conveyancing instruction is worth around £1,500 to your business, even one suitable enquiry can be worth understanding properly. Replace that example with your own figures below.

The result is an illustration based only on what you enter. It is not a forecast, a promise that Ziverly will recover the work or a reason to accept an unsuitable job.

Enquiries represented by your figures 0 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.

Useful boundaries for call handling

Let Ziverly gather details without overstepping your expertise.

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

What would you want to know before starting?

Use these answers to decide where Ziverly could help and where the conversation should always return to you.

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.

Try the smallest useful version

Begin with the calls that interrupt your working day most often.

Choose what Ziverly should know, what it should never promise and which details make a follow-up genuinely useful. Creating an account is free, so you can look around before deciding when you want Ziverly to handle a call.

No monthly or annual plan is required and there is no fixed-term commitment. Add pay-as-you-go credit only when you are ready to use it.

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