Issue-spotting notetaker
A legally technical meeting bot that captures the record, spots legal issues, and turns meetings into structured next steps.
Everything your meetings should produce
A notetaker designed for legal and tax technical discussions, not generic meeting summaries.
Issue spotting in context
Identify potential tax, legal, procedural, and evidentiary issues raised in conversation and connect them to the matter context.
Structured technical notes
Turn messy discussion into facts, assumptions, open questions, legal issues, authorities to check, and action items.
Follow-up ready outputs
Generate agendas, client follow-ups, research prompts, and internal task lists directly from the meeting record.
Matter-aware review
Use documents, correspondence, and prior research to ground the meeting bot in the relevant factual and legal background.
Confidential by design
Meeting data stays private, secure, and controlled, with professional-grade safeguards for sensitive client discussions.