Weymouth's coastal retirement community drives consistent demand for wills, estate planning, and probate — often from clients who have a specific event prompt the call and want to act on it promptly. When a partner is on leave and the Friday afternoon team is stretched, those calls reach voicemail and the appointment happens somewhere else. ForgeMason fills the gap: the call is answered, the matter captured, and the appointment booked into the diary before the client puts the phone down.
AI picks up within 2 rings, 24/7 — including Fridays when leave and reduced staffing create gaps.
Captures matter type (wills, probate, estate planning, conveyancing, family), urgency, brief situation, and preferred appointment time.
Instant notification to the relevant fee earner or available partner. Appointment confirmed in diary during the call.
Also serves: Dorchester · Bridport · Sherborne · All Dorset