Attach call summaries to matters for senior paralegals

Senior paralegals lose call summaries in transcripts, creating fragmented case notes and risking client matters. It attaches summaries to the right matter or logs unmatched calls, so paralegals can act.

Overview

Missed call notes lead to fragmented case files and risk to client matters. This workflow routes call summaries into the correct matter or logs unmatched calls in a central sheet, preventing lost notes and enabling faster handoffs. Paralegals gain cleaner records and fewer missed follow-ups.

Notable Features

Attach summaries to matter records
Log unmatched calls to spreadsheet
Notify paralegals for manual review