Call Processor

Your phone rings. You have a normal conversation. You hang up. Within 30 seconds, our automation has already drafted a reply email, created a task, written an internal note, and logged everything. No typing. No commands. No apps to open. It just works.

Call 1 — New client enquiry

Emma Wilson

New caller | Mon 9:00 AM | 3 min call

"Hi, I run a bakery in Cambridge. I have been self-employed for 2 years but never filed a tax return. I earn about 45,000 and have a part-time employee. I am worried about penalties. Can someone help me?"

Email Draft Created

Dear Emma,

Thank you for getting in touch about your tax returns.

Since you have been self-employed for 2 years without filing, we should sort this quickly. We deal with this regularly and can get you up to date.

To get started, we will need your business income records, expense receipts, NATIONAL INSURANCE NUMBER, and UTR NUMBER.

Regarding payroll for your employee — yes, you need PAYE. We can set this up.

Please let us know a convenient time to discuss your situation in detail.

Kind regards,
The Team

Task Created

Follow up with Emma Wilson within 48 hours

Assigned to: Senior Accountant | Priority: Medium

Activity Logged

Inbound call | Emma Wilson | New client enquiry | Email drafted, task assigned | 9:00 AM

Phone call to professional email, task, and log — in 30 seconds. Nobody typed anything. Our automation picked up the conversation and handled everything.

Call 2 — HMRC penalty (urgent)

John Smith

Existing client | Mon 9:30 AM | 5 min call

"I have just received a letter from HMRC saying I owe 600 pounds for late filing. The reference is SA370921 and appeal deadline is 30th April. I thought you filed it on time. Can someone call me back urgently?"

Email Draft Created

Dear John,

Thank you for letting us know. I understand this is concerning and we are looking into it as a priority.

Could you please scan the PENALTY LETTER and send it to us? We need the reference number and date to investigate.

We will review your filing records and get back to you within 24 HOURS. If there are grounds to appeal, we will handle it for you.

Kind regards,
The Team

Task Created

Check John Smith SA filing — appeal if grounds exist

Assigned to: Senior Accountant | Deadline: TOMORROW | Priority: Critical

Internal Note

For: Senior Accountant | Check if SA was filed on time. If firm error, escalate to partner. Ref SA370921.

Urgent Alert to Partner

HMRC penalty received. Potential firm error. Requires immediate attention.

Urgent call handled in 30 seconds. Client gets a reassuring email. Senior accountant gets a critical task. Partner gets an instant alert. All from one phone call — our automation managed the urgency automatically.

Call 3 — Outbound call (accountant calls client)

David Williams — Outbound

You called the client | Wed 2:00 PM | 12 min call

Called David about his corporation tax. CT600 due 1st July. He needs to send P&L and balance sheet. Discussed home office expenses. He will send documents by end of next week.

Confirmation Email Draft

Dear David,

Following our call today, here is a summary of what we discussed:

- Your CT600 is due by 1ST JULY 2026

- Please send your PROFIT AND LOSS STATEMENT and BALANCE SHEET by end of next week

- HOME OFFICE COSTS can be claimed as allowable expenses

If you have any questions, please reply to this email.

Kind regards,
The Team

Task Created

Check David sent documents by end of next week

Assigned to: Accountant | Priority: Medium

Internal Note

Outbound call. CT600 due 1 July. Documents requested. Home office discussed.

Outbound calls work too. The accountant had a 12-minute conversation. Our automation created a confirmation email that protects the firm — if David later says "nobody told me about the deadline", it is in writing.

Call 4 — Fee dispute (sensitive — no AI email)

Michael Brown

Existing client | Thu 11:00 AM | Unhappy

"I just got your invoice for 1,500 and last year it was only 900. Nobody told me about any increase. I want to speak to someone senior."

No email draft created

Fee disputes handled personally by the partner. Too sensitive for automation.

Task Created

Partner to call Michael Brown about fee dispute

Assigned to: Partner | Deadline: TODAY | Priority: High

Internal Note

For: Partner | Client unhappy — fee from 900 to 1,500. Wants explanation from someone senior.

Our automation knows what is too sensitive to handle. Fee disputes, complaints, and legal threats go straight to the partner. No automated reply. No risk of making things worse.

Call 5 — Cold call / spam

Unknown Caller

Cold call | Fri 3:00 PM | 1 min call

"Hi there, I am calling from Digital Solutions UK. We offer SEO and website packages starting at just 99 pounds a month. Can I speak to the business owner about improving your online presence?"

No email. No task. No note. Ignored.

Our automation identified this as a cold sales call. Logged it as spam and moved on. No time wasted.

Spam calls get filtered automatically. No draft, no task, no note. Just logged as spam. Our automation does not waste your time on calls that do not matter.

Calls handled

30s

Per call

Words typed

Tasks assigned

The phone rings. You talk. Our automation handles everything else.