CaseNotes: AI meeting notetaker built for lawyers, not meetings.

Scattered Matter Records

• Case notes live scattered across practice management, document storage, calendars, and external notetakers.
• Paralegals re-type identical notes, billing logs, and task lists across multiple tools after every call.
• Critical details get lost or mistyped during manual copy-pasting between systems.

Privilege Waiver Risk

• In United States v. Heppner, courts established that consumer AI platforms lack the fiduciary relationship required to preserve attorney-client privilege.
• Passing client strategy through generic notetakers can waive privilege during discovery.
• Lawyers are forced to choose between efficiency and malpractice exposure.

Zero Cross-Meeting Memory

• General tools treat each meeting as an isolated file with no awareness of the overarching matter.
• Nothing connects a settlement discussion in March to deposition preparation in October.
• Case context is lost when associates rotate off files or leave the firm.

1. Ad-Hoc Pauses

Associates used personal, undocumented rules to pause recorders during settlement talks, creating firm-wide inconsistency.

2. Paralegal Tax

Paralegals spent hours re-typing identical meeting notes into practice management software, document drives, and billing logs.

3. Meeting Boundaries

Lawyers treat internal team huddles and privileged client sessions differently, but standard tools handle both identically.

Verbatim Extraction Invariant

Synthesizes only what was explicitly spoken. If an opposing party's argument or settlement term was not discussed, the system triggers an explicit refusal rather than inferring.

Timestamped Speaker Citations

Every synthesized point links to an immutable millisecond audio timestamp and verified biometric voiceprint for courtroom-grade evidentiary verification.

Zero-Retention Privilege Vault

Audio, transcripts, and embeddings reside in isolated private pods. Customer data is strictly never used to train foundation models, with cryptographic SHA-256 audit trails.

Partner View

Focuses on strategic decisions, exposure risk, billable time capture, and staffing.

Associate View

Prioritizes research tasks, motion drafting deadlines, and timestamped source citations.

Paralegal View

Tracks court filing dates, document requests, witness schedules, and docket items.

Live Meeting Attendance

Dial into sensitive client calls or depositions on mobile with real-time speaker diarization and a thumb-accessible 1-tap "Mark Privileged / Pause Capture" button to instantly quarantine confidential hallway conversations.

Instant Post-Meeting Summaries

Receive verified executive digests within 10 seconds of hanging up. Review extracted decisions, assigned motion tasks, and auto-generated UTBMS billable time entries (e.g. 0.8h Code L120) with one-tap sync to Clio.

Grounded Mobile AI & Biometrics

Query the matter memory in plain English (e.g., "What did Dr. Moore concede regarding the patent priority date?") with zero hallucination, citing exact audio timestamps and protected by FaceID authentication.

Off-the-Record Indicator

When the capture gate is triggered, the UI shifts to a high-contrast visual state confirming that zero audio is being recorded or processed—no ambiguous icons, no buried toggles. Opposing counsel walks in? One tap, and the entire capture pipeline halts with full-screen confirmation.

Zero Data Retention UX

The interface explicitly communicates that raw audio and un-saved transcripts are ephemeral—permanently destroyed after the structured summary is generated. Every screen shows retention status so attorneys can answer client questions about data handling in real time.

Compliance-Forward Architecture

Designed from day one to support SOC 2 Type II, HIPAA/BAA, and ISO 27001 standards. Client data never trains third-party consumer LLMs—a non-negotiable constraint that shaped every AI pipeline decision.

Practice Management Sync

One-click push of privileged summaries, extracted deadlines, and UTBMS time entries directly into Clio, PracticePanther, and MyCase—no re-typing, no copy-paste across tabs.

Document Management

Memos, transcripts, and AI-generated summaries are securely exported to NetDocuments or iManage, inheriting the firm's existing ethical wall permissions and matter numbering.

Calendar Intelligence

Bi-directional sync with Outlook and Google Workspace ensures the AI knows which matter it's joining before the call starts—pre-loading case context, privilege rules, and attendee roles.

Omnis CRM Hub

Meeting intelligence feeds directly into the Omnis CRM—linking transcripts to client records, medical chronologies, deposition summaries, and billing data in a single unified matter timeline.

Cross-Product Intelligence

Data captured in CaseNotes enriches MedChron medical record timelines, LitDraft document generation, and DepoLink deposition workflows—creating a compound intelligence advantage across the firm.

Open API Layer

A RESTful API allows enterprise IT teams to build custom integrations—connecting CaseNotes meeting data to proprietary case management systems, conflict-check databases, and compliance reporting tools.

Systems Over Screens

Designed an interconnected matter-linked architecture rather than generic transcription screens, supporting multi-role legal workflows.

Compliance-Led Design

Integrated ethical walls, privilege logs, and discovery defensibility into the core product rather than treating compliance as an afterthought.

Role-Specific Scoping

Created structural boundaries for four distinct user tiers, ensuring sensitive work product is never exposed to unauthorized recipients.