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Bell Staff Assistant
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Welcome — here's what's happening at Bell Conveyancing

📝 Recent Activity

📞 Quick Contacts

🔍 Knowledge Gaps

🎓 Training Progress

👋 How to use Bell Staff Assistant
Everything in one place — click any section in the sidebar to get started
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Ask a Question
Type any question about Bell procedures, PEXA, solicitors, banks or clients. Get an instant answer powered by AI.
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Draft Generator
Describe what you need to write — a client email, letter to a solicitor, agent update — and AI writes it for you.
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Training Hub
KB adds Bell procedures here. Read them, mark them done, or ask the bot to train or quiz you on any topic.
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Knowledge Bank
Add what you know — solicitor quirks, bank discharge links, PEXA tips, client scripts. The whole team benefits.
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Best Practice Vote
When KB proposes a new standard, vote here. A 66%+ majority turns it into an official Bell best practice.
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New Starter Checklist
Your personal onboarding path. Tick off each step as you complete it — your progress saves automatically.
Common questions — click any for an instant answer
Enter to send · Shift+Enter for new line · Urgent matters — always escalate to KB
✉️ Draft Generator

Describe what you need to communicate and Claude will write a ready-to-send Bell-style draft — client emails, letters to solicitors, agent updates, internal messages, and more.

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What do you need to write?

The more detail you give, the better the draft

📧 Client Email 📄 Client Letter ⚖️ Email to Solicitor 🏘️ Email to Agent 👥 Internal
Professional & warm Formal Urgent Reassuring
Writing your draft…
🎓 Training Hub

Add Bell Conveyancing's procedures — written docs, Loom transcripts, email templates, or policies. Claude structures them and the bot treats them as the official Bell way of doing things.

Reading progress0%
1

What type of content are you adding?

Choose so Claude knows how to structure it

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Written Procedure
Step-by-step process you've documented
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Loom Transcript
Paste the raw transcript — messy is fine
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Email / Client Script
Template or script for communications
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Policy / Standard
A Bell standard, rule, or expectation
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Paste your content

Don't worry about formatting — paste it exactly as is

Claude is reading and structuring your content as a Bell training document…

Training Library (0)

📚 Knowledge Bank

Staff-discovered intelligence — solicitor quirks, bank discharge links, PEXA tips, council contacts, client scripts. Add it once, the whole team benefits forever.

➕ Add to Knowledge Bank

✏️ Blank ⚖️ Solicitor 🏦 Bank 🖥 PEXA Tip 📞 Contact 📋 Process 💬 Client Script 🔦 War Story
🖥 PEXA ⚖️ Solicitors 🏦 Banks 📋 Processes 📞 Contacts 💬 Clients 🔗 Links 📌 Other

Knowledge Bank (0)

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⏳ Pending Approval

Entries submitted by staff waiting for KB to review and approve. Once approved they go live in the Knowledge Bank instantly.

🎯 New Starter Checklist

Your personal onboarding path at Bell Conveyancing. Work through these in order — tick each when complete. Your progress saves automatically.

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Similar Entry Already Exists
We found something that may be about the same topic. Review both and choose what to do.
✨ Your New Entry
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Save to Knowledge Bank
Capture this answer permanently so every staff member benefits.
🖥 PEXA ⚖️ Solicitors 🏦 Banks 📋 Processes 📌 Other
🗳️ Best Practice Vote

KB has proposed an idea for a Bell best practice. Read the proposal below and cast your vote. Results are tallied in real time — a two-thirds majority (66%+) is required to pass.

⭐ Bell Best Practices

These are the team-voted standards for how we do things at Bell Conveyancing. Each one passed with a two-thirds majority vote. They apply to all staff.

🔐 KB Admin — Best Practice Voting

Only visible to KB. Create new proposals, monitor live votes, close results, and publish passing best practices to the team library.

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Create New Proposal

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All Votes — Live Results