Astrid Legal
Astrid captures every client conversation on a matter, writes the file note in your firm's format, files it to the case, and sends the client a written recap.
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Description
Astrid Legal is a revolutionary AI Notetaker designed specifically for law firms, streamlining the process of capturing and documenting client communications. By seamlessly recording every conversation—whether they occur via Zoom, desk phones, or in-person meetings—Astrid ensures that critical details are not lost in memory. The platform automatically compiles comprehensive file notes in the firm’s preferred format and provides clients with easy-to-understand recaps, thereby enhancing transparency and accountability.
With features such as two-way integrations with popular case management tools like Filevine and Clio, Astrid not only archives conversations but also makes them easily searchable by date or keywords. This ensures that vital information, such as treatment dates and policy limits, remains accessible even years later. Compliance and security are prioritized, with customizable settings for consent and record approval, ensuring that every note has a verified touchpoint from an attorney. Astrid Legal is dedicated to transforming how law firms manage client interactions, making sure every conversation is recorded and documented responsibly.
Media
Features
Send a notetaker to any call
- Asrtrid works with video conference (Google Meet, Zoom, Microsoft Teams),
- as well as VoIP solutions
- desk and mobile calls
- and live dictation
You control transcripts and meeting notes
- Some information needs to stay off the record. You control transcription content, the meeting notes, and action items, and only what you approved is saved and synced to Smokeball.
- Astrid also includes optional attestation for each attorney approval for notes, action items, and recap emails
- Attorneys can mark meetings as privileged
Meeting notes are drafted in your voice
- You don't get just a raw transcription, meeting notes are drafted according to call type (intake, check-in, medical follow-up, settlement) according to templates set in your voice and style
- Astrid comes with default templates and firm-specific templates are included as part of onboarding
Resolve client disputes quickly
- With every client call automatically documented, and clients receiving recap emails, you can minimize and quickly address client disputes
- Clients also receive action items and reminds to keep the case moving
Integration Diagrams
Data
Meeting notes
Meeting notes
Actions items
Actions items
Matter
Matter
Client contact info
Client contact info
Data
Memos
Memos
Tasks
Tasks
Matter
Matter
Contact
Contact