For busy Right-to-manage advisers

Call handling for Right-to-manage advisers, without losing focus on the job.

A right-to-manage enquiry is about leaseholders exploring collective control of their building's management, not buying the freehold or extending an individual lease. Ziverly can gather the building, participating leaseholders, company and notice context without deciding whether the statutory route applies while you are supporting another group.

See what could help Try your own numbers

A familiar moment

The leaseholders discussing how their block is managed

You are reviewing documents for one block when a leaseholder calls after several neighbours begin discussing a right-to-manage company. Ziverly can capture who is enquiring, their stated relationship to the building, number and type of units as supplied, freeholder and managing-agent context, participating leaseholders mentioned, any company, notices, correspondence, previous advice, meeting stage, important dates stated by the caller and preferred response. It does not determine whether the building or leaseholders qualify, calculate participation, decide company structure, notice content, validity, sequence or timetable, interpret leases, resolve disputes, give legal, company or financial advice, contact neighbours or other parties, accept an instruction or predict management control. Eligibility, collective decisions, company work, notices and representation remain with appropriately authorised professionals and the leaseholders.

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.

A collective enquiry has many voices

Leaseholders may be at different stages, so caller role and stated participation need recording without assuming authority for the group.

Management control is not enfranchisement

The intended outcome should remain clear without confusing the enquiry with buying the freehold or extending leases.

Procedure cannot be improvised

Company, participation, notice and timing questions require proper advice rather than a confident-sounding reception answer.

What a better handover can change

Less interruption now, a clearer thread afterwards.

The collective stage is visible

Review building context, caller role, participating leaseholders, freeholder, managing agent, company, notices and meetings.

The legal purpose remains precise

Approved boundaries prevent eligibility, quorum, company, notice, timetable and outcome claims during call handling.

A group-context question can stay with the enquiry

Add the participation, company, notice or meeting detail you want Ziverly to ask if the known contact rings again.

Uriyah, The Guardian of Tone
Available in Ziverly

Uriyah, The Guardian of Tone

When someone calls about residential right-to-manage enquiries, 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 building, caller role, stated participants, freeholder, managing agent, company, notices, meetings and important dates after your alert.

  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 AI-facing note with the response window or the permitted participation, company, notice or meeting detail still needed.

  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 the current group's documents are secure, verify your PIN to hear only the right-to-manage enquiries you have permission to review.

Use your own numbers

What might unanswered calls represent for your business?

Enter figures from your own recent calls to put the possible value of unanswered enquiries into context.

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.

The statutory process is jurisdiction-specific and deadline-sensitive; reserved legal work must be handled by an authorised lawyer.

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 decide whether a block qualifies for right to manage?

No. It records the building and group context; eligibility requires appropriately authorised professional advice.

Will it calculate participation or prepare notices?

No. Participation, company arrangements, notices and procedure remain within the formal professional process.

Can it contact other leaseholders or predict the outcome?

No. Ziverly does not contact other parties, organise the group, accept an instruction or promise management control.

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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