The document and the follow-up exist by the time the call ends, instead of waiting for an evening of writing up.
What they wanted to improve
The same documents were drafted by hand after every client call, and the client record was updated later, when there was time.
What I did
The call is transcribed, and the transcript drives the rest. The company is identified and checked against the national company register, the document is drafted from the firm’s own template, the client record is updated with what was agreed, and the follow-ups are created from the call. The lawyer reviews and signs.
The result
The document and the follow-up exist by the time the call ends, instead of waiting for an evening of writing up.
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