An AI agent that writes up your file notes.
Every call and meeting written up the same day.
In short
A legal file note records what happened on a matter: who was present, what was discussed, what instructions were given and what was advised or agreed. Good file notes protect clients and lawyers if a dispute arises later. The Agentive Legal AI agent drafts the note from the lawyer's rough notes, call details or, with consent, a meeting recording, in your format. It records only what was said, and the lawyer checks and saves it.
Sound familiar?
- Notes written days after the call
- Instructions not recorded clearly
- Files that do not show what was advised
How your AI agent does it
Capture
Rough notes, call details or a recording.
Draft
A clear file note in your format.
List
Instructions, actions and deadlines.
Check
The lawyer edits and saves it.
What changes for your firm
- Notes written while details are fresh
- Instructions clearly recorded
- Better protection in a dispute
- Deadlines captured from every call
Questions
Can an AI agent write legal file notes?
It drafts them from what the lawyer recorded. The lawyer checks and edits every note before it is saved.
Does it need to record meetings?
No. It can work from rough notes. If you record, get the client's consent first and follow the law in your state.
Does it add advice to the note?
No. It records only what was said and decided. It never adds advice or assumptions.
More work your AI agent does
An AI agent that handles new client intake.
Client details and conflict names collected.
An AI agent that drafts costs disclosures.
Engagement documents drafted from your templates.
An AI agent that captures your time and drafts bills.
Time captured daily, bills drafted monthly.
An AI agent that keeps trust tasks on time.
Reconciliations and trust deadlines never missed.
