AI Notetaker for Law Firms

Meeting notes, in your voice and format

Focus on your clients and let Astrid transcribe, draft meeting notes, todos, and recap emails, while updating your matters.

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Focus on the client, not the notes

Astrid takes notes on calls, video meetings and in-person meetings, from your phone or your computer.

However the call happens,
Astrid is on it

  • Sync your calendar's upcoming meetings and automatically send a notetaker
  • A dial-in bridge that works on any carrier or landline
  • Video meeting bot for Zoom, Teams, and Google Meet
  • Record on your computer with Astrid Desktop, in person with the iPhone app, or dictate and upload audio
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

  • Separate notes templates for your call types (intake, medical check-in, settlement)
  • 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

  • Two-way sync with 8am MyCase, 8am CasePeer, Clio, Smokeball, and Lawcus
  • Attorney approves and the matter is updated with the meeting note, todos, and recap emails 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

Client recap emails keep everyone on the same page

  • Astrid drafts a recap email after every call and includes any client todos
  • Restates fee, billing, and lien explanations in plain language
  • Attorney review required, so sending is never automatic
Drafted follow-upAwaiting review
TOd.boyd@​example.comSUBJWhere 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
Compliance

Human-in-the-loop, US-hosted and never used for training

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. Time entries are never filed without the timekeeper's approval.

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

Focus on your clients, Astrid will note every detail.

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