Who owes what, from every call
Astrid lists the todos agreed on each call and splits them by who owes them: the client, your firm, or someone else. Firm tasks go to your case management system, and the client's list goes in their recap.
- Send photos of the stairwell
- Confirm the date of the last orthopedist visit
- Request the incident report from the property manager
What happens to them
Split by owner
Each item says who owes it, so nothing falls between the client and the firm.
Filed as tasks
Firm items are created as tasks on the matter in your case management system when the note is approved.
In the client's recap
The client's own items go in the recap email, so they leave the call with a written list.
How firms use it
Fewer dropped follow-ups
The promise made at the end of a call is on the matter as a task, with the call it came from.
One place to see what is open
The Actions page lists open items across every matter, with bulk complete for the ones already done.
Answers to common questions
Can I edit the items before they are filed?
Yes. They are part of the draft you review before approving the note.
Which systems get the tasks?
The case management systems Astrid connects to that accept tasks, including Clio, Smokeball, Lawcus and 8am CasePeer.