Conduct the consultation. Receive the context, organized.
A copilot to follow the meeting and prepare the account and guidance for your review, in person or remotely.
Talk with your client. Follow the case context.
The copilot helps organize what was said and what still needs exploring. The lawyer leads the meeting and determines the assessment.
Conceptual demonstration · fictional people, documents and cases
At the firm's desk
Use clear audio capture with participants' awareness. A well-positioned phone or a desk microphone helps record the conversation.
Three outputs organized for your review.
The record, account and guidance serve different purposes. Review what was prepared before releasing content and assigning the next actions.
Consultation record
What was said and the materials mentioned in the meeting.
The client provided the contract and explained the relationship’s history. The team recorded the available documents and the points the lawyer wants to explore.
Client’s account
Facts, people involved, documents and information to check.
The person described the situation, what they have already tried and which communications they have. The description is organized for the lawyer to review in the context of the case.
Guidance and next steps
The lawyer’s guidance and the agreed actions.
Check the document provided, collect the missing material and prepare the next contact according to what was agreed in the consultation.
Conceptual demonstration · fictional people, documents and cases
Start with what takes up most of your time.
Tell us how you work, which systems you use, and where you want to save time.