AI meeting notes for bankruptcy firms
Every client needs a long list of paperwork and a clear explanation of the process. Astrid records the consultation, sends the document list in writing and preps the client for the meeting of creditors.
How bankruptcy firms use Astrid
Initial consultations
Income, debts and assets as the client described them, in the note.
Document gathering
Pay stubs, statements and returns the client owes, in a recap they keep.
Meeting of creditors preparation
What the trustee will ask, written down for the client.
The calls Astrid recognizes
Astrid sorts each bankruptcy call by type and writes the note in that type's template, set up with you during onboarding from the file notes you already write.
A first call about debt and bankruptcy options: income, debts, assets, and which chapter may fit.
A call about the paperwork the client must gather: pay stubs, statements, tax returns, creditor lists.
A call preparing the client for the trustee meeting or a court hearing.
A call with the bankruptcy trustee or a creditor’s counsel about the case.
A routine check-in with the client on where the matter stands, with no major new development.
Billable hours
Usually flat fee, so Astrid does not draft time entries for these matters. If you bill some matters hourly, mark them and Astrid drafts time for those.
Frequently asked questions
Does Astrid have note templates for bankruptcy?
Yes. Each bankruptcy call type gets its own note template, set up with you during onboarding from the file notes your firm already writes. You can change them any time.
Does Astrid draft time entries for this practice?
Usually flat fee, so Astrid does not draft time entries for these matters. If you bill some matters hourly, mark them and Astrid drafts time for those.
How is recording consent handled?
Your firm sets one-party or all-party consent for each matter, and Astrid keeps a consent record for every call. The meeting notetaker and the dial-in both announce the recording.