AI Call Documentation for Plaintiff Firms

Every conversation, on the record

Astrid records every conversation, writes the note in your voice and format, drafts todos, updates the matter, drafts a recap email, and keeps a record you can stand behind.

Book a demo
Connects with8am CasePeer & MyCaseClioZoom PhoneZoom MeetingsSmokeballMicrosoft Teams

However the call happens, Astrid is on it

Sync your calendar's upcoming meetings and automatically send a notetaker, or send one when you need it. You can also dictate or upload an audio file.

  • Zoom Phone ingestion covering both the app and Yealink desk phones
  • A dial-in bridge that works on any carrier or landline
  • Video meeting bot for Zoom, Teams, and Google Meet
Capture sourcesLive
Zoom Phone
Office lines, API ingestion
62 lines
Cell phones
Dial-in bridge, any carrier
Enabled
Video meetings
Zoom, Teams, Google Meet
Enabled
Audio upload
Any recording, any source
Manual

Notes that read like your firm wrote them

Every firm writes notes differently. Astrid learns yours from notes your staff have already written, then uses that same format for everyone on the team.

  • Separate templates for intake, status, settlement, and sign-up
  • Speakers identified, with action items split by who owes what
  • Firm admins lock the structure so every note matches
Note templateStatus call
IntakeStatus callSettlementSign-up
Matter and parties
Summary
Treatment status
Action items

Every conversation on a case, in one timeline

Calls get matched to a matter by number and name, then filed to your case management system. Over a case that adds up to a dated record of every conversation.

  • Two-way sync with 8am MyCase, 8am CasePeer, Clio, Smokeball, and Lawcus
  • Export the note, the transcript, and the recap that was sent
  • Ambiguous calls queue for a one-click confirmation
Alvarez v. Redland Freight14 calls
12 Mar
Status call
Medical liens and how they come out of settlement
Recap sent
19 Feb
Status call
PT progress, MRI authorization requested
Recap sent
29 Jan
Status call
Treatment update, adjuster contact
Recap sent
08 Jan
Intake
Fee agreement walked through in full
Recap sent
02 Jan
First call
Qualified, intake scheduled
Recap sent

Automatic call recaps keep everyone on the same page

Astrid drafts a recap after every call: what was discussed, what happens next, and anything the client was told. An attorney approves it and it goes out by email or text.

  • Written from the call itself, not a mail-merge template
  • Restates fee, billing, and lien explanations in plain language
  • Attorney review required, so sending is never automatic
Drafted follow-upAwaiting review
TO     d.boyd@​example.com
SUBJ  Where things stand after today

Hi Daniel,

Good speaking with you. Quick recap so we're working from the same page.

On your side
  • Send photos of the stairwell taken the day of the fall
  • Confirm the date of your last orthopedist visit
On ours
  • Request the incident report from the property manager
  • Follow up with the carrier on the coverage question
Why it matters

"Nobody told me about the liens."

It surfaces during a fee dispute, or a bar complaint, or a settlement the client suddenly won't sign. Someone explained it on a call eighteen months ago and nobody wrote it down. Open the matter, find the call, show the note and the email that went out that afternoon.

20 to 40Conversations on a typical case, all of them dated and on the file
<60sFrom the end of a call to a finished note in the matter file
100%Of captured calls documented, not just the ones someone got around to
Accuracy and control

A record is only worth having if it holds up

Treatment dates, policy limits, who said what. A record full of near-misses is worse than none, so the details have to be right and they have to still be there in two years.

Names, numbers, and dates handled correctly

Built for phone audio and legal vocabulary, with speakers split automatically. Dates, dollar figures, and provider names come through as spoken.

Findable when you need it, years later

Search every matter by client, date, or phrase. "When did we explain the liens" takes a second, not an afternoon. Export the note, transcript, and recap together.

Firm-wide standards and consent controls

Admins set the note format firm-wide, control who sees which matters, and set recording notice by state. Encrypted in transit and at rest, isolated per firm.

Compliance

Your firm's rules, not a default

Redaction, consent, and who's allowed to approve a note are firm-level settings, set by your admin. Astrid doesn't assume them, and nothing files or sends without a human's name on it.

Redacted before it's ever stored

Bank details for the settlement wire, a driver's license number: stripped by the transcription provider before they reach our database.

Transcript redaction3 of 7 enabled
Bank account & routing numbers
On
Driver's license & state ID numbers
On
+1 more: Health insurance & Medicare/Medicaid IDs

Consent set per matter, confirmed on the record

One-party or all-party: your firm sets it per matter, per state. The call workspace shows whether it's confirmed, and by whom.

Alvarez v. Redland FreightConfirmed
One-party consentAll-party consent
Confirmed by S. Alvarez
Aug 6, 2026

An attorney has to sign off

Only attorney seats can approve a note, and the record shows exactly who did it and when: proof of real review, not just a click.

Approval recordLocked
Attorney seat required to approve
Enforced
Approved by s.alvarez@example.com
Attorney · Aug 6, 2026
Integrations

Sits on top of the software you already run

Astrid reads from your phone system and writes to your case files. It replaces neither. Nothing to port, nothing to rip out.

Clio ManageMatter notes and activity entries, same pipelineCase management
Zoom PhoneRecordings pulled automatically by APITelephony
Zoom MeetingsNotetaker joins and announces itselfVideo
Microsoft TeamsMeeting capture with speaker separationVideo
Google MeetMeeting capture with speaker separationVideo
LawcusMatter notes and activity entries, same pipelineCase management
SmokeballMatter notes and activity logged automaticallyCase management
8am CasePeer & MyCaseFile notes and transcript links written to the matterCase management
Pricing

One price, every conversation

Per person, not per call. A record with holes in it isn't worth much, so nobody should be deciding which calls are worth capturing.

For most firms

Standard

Everything you need to keep a complete record on every matter, from the first call through settlement.

$40per person
per month

Billed annually. Monthly billing available.

Book a demo
  • CaptureUnlimited calls and meetings across Zoom, desk phones, cell, and video
  • NotesFile notes in your firm's templates, with speakers identified
  • FilingTwo-way sync with 8am MyCase, 8am CasePeer, Clio, Smokeball, and Lawcus
  • Client recapsDrafted after every call, delivered by email or text
  • The recordFull transcript archive, matter timeline, search and export
  • SetupOnboarding and template configuration included

Larger firms

For firms with their own security review, retention policy, or workflow requirements.

Custom

Annual agreement.

  • Everything in Standard
  • Single sign-on and directory sync
  • Custom retention and deletion windows
  • Security review, DPA, and custom terms
  • Dedicated support with response commitments
No per-call chargesCapture as many conversations as your firm has. Usage is never metered.
No setup feeTemplate configuration from your existing file notes is part of onboarding.
Keep your phone systemNothing to port, no hardware to buy, no per-line charges.

Your calls are already happening.

Every one is either on the file or gone. See what Astrid writes from your own calls, in your firm's format.

Book a demo