AI Notes for Lawyers
How to Summarize Client Consultations
Lawyers often handle multiple cases and clients simultaneously. Taking detailed and accurate notes during client consultations is crucial to ensure that no vital information is overlooked. Good documentation helps in preparing legal strategies and maintaining clear communication with clients. Structured notes can also be easily shared within the legal team to provide consistent service.
But what should you include in your meeting notes? We have compiled a list of key points to include in your meeting notes.
Key points to include in meeting notes for lawyers
- Meeting identification: Who were the participants in the consultation, including the client's name and any representatives present?
- Legal issues discussed: What specific legal issues or concerns did the client raise during the meeting?
- Objectives and goals: What were the primary objectives or goals that the client hoped to achieve through legal assistance?
- Background information: What background information did the client provide about their situation relevant to their legal issue?
- Advice given: What advice or recommendations did you offer to the client during this consultation?
- Next steps planned: What were the agreed-upon next steps or actions following this consultation?
- Deadlines and timelines: Were any deadlines, timelines, or important dates mentioned that need attention moving forward?
- Documents needed/requested: Did you request any specific documents from the client, and if so, what are they?
- Client's expectations: What are some expectations of outcomes expressed by clients during a meeting ?
- Follow-up required: Is there a follow-up meeting scheduled or further action required after this initial consultation?
How to automate
But why take notes manually when you can use AI to do it for you? Today's AI can transcribe meetings, summarize key points, and even identify action items. Instead of being distracted by typing and writing notes, you can focus on the conversation.
Here's how:
- If you don't already have a voice recorder that allows you to customize your summaries, download LazyNotes from the App Store.
- Navigate to Settings > Meeting Templates and tap the + button.
- Copy/paste one of our templates and/or customize your own. Tap Save.
- Start your first recording and choose your new template any time during the call.
- Enjoy customized notes emailed right to your mailbox!