Real results across
every industry

Custom scorecards were built to mirror the firm's regulatory obligations — covering mandatory disclosures, fee transparency, alternative solution discussions, and vulnerability assessments. Every call is now scored automatically against these standards, not just a random sample.

Critical compliance phrases are monitored across every call — from "breathing space" and "debt relief order" as alternative mentions, to specific fee disclosures and affordability confirmations. Missed phrases trigger automatic flags for review.

AI-generated summaries produce audit-ready call notes that document exactly what was discussed, what was disclosed, and what the client agreed to. This replaces hours of manual note-taking and creates a consistent evidence trail for regulatory audits.

Income, expenditure, creditor details, and vulnerability indicators are automatically extracted from each call into structured fields — reducing manual data entry errors and ensuring nothing is missed from the financial assessment.

Every call is automatically classified by outcome — completed switch, price quoted but not converted, callback requested, wrong number, or existing customer query. This gives the marketing team conversion data at the call level, not just the campaign level.

Sentiment tracking reveals exactly where calls go wrong. Calls that start positively but end negatively highlight specific friction points — whether that's confusion over tariff comparisons, concerns about exit fees, or dissatisfaction with available deals.

Common objections and competitor mentions are identified automatically across all calls. Patterns emerge — such as a spike in customers asking about a rival's fixed-rate deal — allowing the team to equip agents with counter-offers and updated talking points.

Key details from every call — current provider, tariff type, contract end date, estimated annual spend — are extracted automatically into structured fields, feeding the CRM and enabling personalised follow-up campaigns for unconverted leads.

AI-generated summaries capture the substance of each witness call — key events described, dates mentioned, injuries or damages detailed, and the chronological account provided. The summary provides a structured starting point that can be refined into a formal witness statement in a fraction of the time.

Each speaker is identified and labelled with timestamps, so the legal team can clearly distinguish between the solicitor's questions and the witness's responses. This is critical for ensuring that statements accurately reflect the witness's own words, not the interviewer's prompts.

Full verbatim transcripts are searchable across the entire case file. Solicitors can search for specific incidents, dates, names, or medical terms across all witness calls on a matter — making it easy to cross-reference accounts and identify consistencies or discrepancies.

Structured fields automatically extract case-critical data from each call — witness name, relationship to the claimant, date of incident, location, injuries described, and contact details — populating the case management system without manual data entry.

Regulatory scorecards are configured to match each product line's compliance requirements — from mortgage suitability assessments and demands-and-needs questioning to insurance eligibility verification and risk warning delivery. Every advisory call is scored automatically, with non-compliant calls escalated immediately.

Mandatory regulatory phrases and disclosures are tracked in real time — risk warnings such as "your home may be repossessed", eligibility confirmations like "are you a UK resident", and suitability statements. Any call where a required phrase is missing is automatically flagged.

Client eligibility data is extracted automatically from every call — employment status, income, existing cover, property value, deposit amount, health conditions, and more. This structured data feeds directly into the firm's back-office systems, eliminating re-keying and reducing errors.

Each call is classified by product type and outcome — mortgage enquiry, protection quote, general insurance sale, or referred to a specialist. This drives automatic scorecard selection and ensures the right compliance criteria are applied to the right call type.