Phones & CallsOther Business● Running at real firms now
Call Notes Filed to the Case
AI writes notes from each recorded call and files them into the right client’s folder — the record lives where the case lives.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Even when calls are recorded, the notes never end up in the case file.
What it does
✦AI writes clean notes from each recorded call
✦It matches them to the right client and case automatically
✦A PDF is filed into that case’s folder — no one has to remember to do it
What it replaces
Staff hand-filing call notes (in other words: it never happening).
Is it real?
Built and running on our platform — ready to wire up.
Want to see how this fits your business?