For claims-management firms
The case and the conversation sit on one record.
Why UK claims-management firms use AdviserAlly
When someone writes in, the enquiry is recorded and passed to your team. The case and the conversation sit on one record. AdviserAlly does not give advice or assess a claim.
What you get
Enquiries that come in
The website chatbot answers questions and passes the enquiry to your team.
One record per case
The enquiry and the conversation sit on the same record.
Follow-up
Drafted emails and messages wait for your approval before they are sent. Website chatbot replies do not. SMS is coming soon.
How it plays out in practice
An enquiry arrives after hours
The enquiry is recorded for the team.
Integrations that matter for UK claims-management firms
- Stripe — Online card payments into your own Stripe account
Frequently asked questions
Does the chatbot advise the person who got in touch?
No. It answers questions and passes the enquiry to your team. It does not give advice or assess a claim.
Last updated 29 October 2026
See AdviserAlly working for UK claims-management firms
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Other use cases: Financial advisers · Accountants · Recruitment agencies