AI meeting notes for workers' compensation firms
Between the client, the adjuster and the doctors, a comp case is mostly phone calls. Astrid keeps a note of each one on the matter and sends the client a recap.
How workers' compensation firms use Astrid
Adjuster calls
Benefits, authorizations and what the carrier agreed to, on the record.
Medical updates
Treatment and work restrictions, noted call by call.
Hearing preparation
What the client was told to expect, written down and sent to them.
The calls Astrid recognizes
Astrid sorts each workers' compensation 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 that decides whether the firm will take the case: a screening conversation, often ending in a retainer or sign-up.
A long fact-gathering call with a new client: what happened, who is involved, background, records needed.
A routine check-in with the client on where the matter stands, with no major new development.
A call about the client's medical treatment, providers, bills, records or recovery.
A call with the insurance adjuster or carrier about the claim, benefits or authorization.
A call preparing the client for a hearing or deposition: what to expect, testimony, exhibits.
A call about settlement: an offer, a demand, valuation, or whether to accept.
A call where the attorney interviews a witness (not the client) about what they saw or know.
Billable hours
Usually contingency, 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 workers' compensation?
Yes. Each workers' compensation 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 contingency, 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.