Keep coaching session records organized for estate planning attorneys

Estate planning attorneys miss coaching recordings and notes, leaving client files incomplete. This flow files recordings, creates notes, and updates records so owners get searchable notes.

Overview

Fragmented session files create follow-up and documentation risk for estate planning attorneys. This workflow routes recordings into client folders, auto-generates concise session notes, and updates the coaching record so owners have searchable documentation and zero missed follow-ups.

Notable Features

Move recordings into client folder
Create session notes from transcript
Attach links to session record