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Create post-call notes and link to client records

Create post-call notes and link to client records

Your call transcripts and summaries aren't reaching client files, leaving intake and paralegals without context. Adds summarized notes to client and matter records for same-day follow-up.

Create post-call notes and link to client records

Overview

Stop losing case context after phone calls—ensure every call summary is attached to the correct client and matter record so your intake and paralegal staff always have searchable case notes. That means fewer manual lookups and same-day follow-up before deadlines or billing cycles.

Create post-call notes and link to client records