1.Extracts transcript and summary
Integrate Avoma, meeting intelligence tools, and analytics tools to extract transcript text and AI summary to capture recording details.
Create matter note and email attendees with summary
Automatically monitor new meeting recordings and transcripts in Avoma and across case data in Clio. Automatically create matter notes and send attendee summary emails when recordings finish, so you can reduce note chasing, keep summaries consistent, and notify participants without manual follow-up.
How this automation accelerates attendee follow-up
When recording summaries stay scattered across inboxes and files, follow-up notes get delayed and attendees miss key context. This automation monitors recordings and creates matter notes and sends concise summary emailsβso your team can close the loop faster.
Avomaor swap with your favorite app
2.Finds the matching matter
Integrate Clio and case management tools to find the matter record and map the meeting subject to the note subject.
Clioor swap with your favorite app
3.Creates the matter note
Integrate Clio and document management tools to create the matter note with transcript text, AI summary, and meeting link attachments.
4.Sends attendee summary email
Integrate Microsoft Outlook and email tools to send recipients the AI summary and meeting URL with a Summary-prefixed subject.
Microsoft Outlookor swap with your favorite app
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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