Example call scenario. This is an illustration, not a recording of a real call.
It's the second week of January. A self-employed decorator rings your practice at 5.50pm. They haven't filed their return and they're worried.
Your receptionist answers in your practice's name, says it's automated and asks your new-client questions: their name and number, that they're a sole trader, what they need help with and when they're free to talk. When they ask whether they'll be fined, it explains that it can't advise on tax and that one of your accountants will call them back.
Next morning, your team has the summary, recording and check report, and can decide who takes the job before anyone picks up the phone.