Audio and context
In-person or remote consultation
Everyday automations
Automate document handling, follow-ups and outstanding items.
Turn requests and events into tasks with owners and next steps. Your team tracks what has been resolved and what needs attention.
Day-to-day operations
See what your team can stop keeping in memory.
A missing document, a client waiting for a reply, an open action or scattered information. Each routine connects an event to the work that needs to follow.
Outstanding document
The missing material does not have to get lost in the conversation.
What happened
The consultation depends on a supporting document that has not arrived yet.
The routine’s work
Check the checklist and files already received before requesting the missing item.
What reaches the team
Specific request, updated case and person responsible informed.
Document requestedClient follow-up
Follow up with people waiting for a response.
What happened
A person is waiting for the next contact agreed with the firm.
The routine’s work
Check the stage and prepare a follow-up with the information authorized for that client interaction.
What reaches the team
Follow-up tracked within the case context.
Next follow-upInternal deadline
Bring the pending item to the right person at the agreed time.
What happened
An action defined by the team is approaching its deadline.
The routine’s work
Notify the person responsible with the case context and what is missing; escalate the exception if the step does not move forward.
What reaches the team
Visible priorities for the lawyer and coordination team.
Action trackedFees and payments received
Organize the financial follow-up of client service.
What happened
A payment term needs the team’s follow-up.
The routine’s work
Check the available financial status and prepare the handoff defined by the firm’s policy.
What reaches the team
Outstanding item organized for the person responsible, with payment follow-up context.
Financial follow-upMorning overview
Start the day knowing where the work left off.
What happened
New requests, documents and follow-ups arrived through different channels.
The routine’s work
Bring together open situations, the people responsible and next steps.
What reaches the team
A priority queue to help the team start the day.
Firm prioritiesAfter the consultation
Turn agreements into tracked work.
What happened
The lawyer reviewed the guidance and defined the next actions.
The routine’s work
Organize released documents, tasks and follow-ups according to the firm’s rules.
What reaches the team
Reviewed content and follow-up with clear responsibilities.
Documented consultationConceptual demonstration · fictional people, documents and cases
After the meeting
Finalize the record and follow up on what was agreed.
The consultation’s audio and context help prepare the material. The lawyer’s review releases the next step of the work.
Record and drafts
Account and guidance prepared
Lawyer review
Review, adjust and release
Actions and follow-up
Work tracked by the team
Document in the case contextTask with a person responsibleNext contact organized
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