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Automatic File Notes

The file note, written as you hang up

Notes typed from memory hours later miss what mattered, and the ones that never get typed leave the matter with no record at all. AlloyVoice listens to every client call and meeting and files the note in your firm’s format, with the recording and the transcript attached.

Your format · Filed to the matter · Reviewed in a minute

Every call written up

The note you would have written, without the typing

Every client conversation leaves a note on the matter, in the format your firm uses.

  • Written in your firm’s format

    Who was on the call, what was discussed, what was agreed and what happens next, laid out the way your firm writes its notes.

  • Every call on the record

    Calls are recorded through your business line or the AlloyVoice app, and the recording is attached to the note.

  • Meetings, not only calls

    AlloyVoice joins scheduled meetings on its own, or records from your phone when everyone is in the room.

  • The exact words, one click away

    The full transcript sits behind every note, for the moments when the wording matters.

  • Review it, don’t type it

    Read the note, change a line if you like, approve. A minute of review instead of fifteen of typing.

  • Consent handled your way

    Consent rules differ by state, so whether the recording is announced at the start is your setting.

On the record

Four conversations, already written up

What was said, and what was on the matter a few minutes later.

  • Maria A.

    Family law · Tuesday, 2:14 PM

    Note filed
  • James O.

    Personal injury · calling from the car

    Note filed
  • The Chen family

    Estate planning · in the conference room

    Meeting note
  • Dana R.

    Immigration · Friday, 5:40 PM

    Note filed
    • ClientI’d prefer alternating weeks over the summer, if the school calendar allows it.
    • AttorneyUnderstood. I’ll draft the parenting-plan amendment by Friday.

    File noteagreed: amendment drafted by Friday

    • ClientThe insurer called again. They want a recorded statement by Monday.
    • AttorneyDon’t give one. Send me the adjuster’s number and I’ll handle it.

    File notenext step: contact the adjuster

    • ClientThe house should go to both kids equally, but our son should run the business.
    • AttorneyThen we’ll separate the two in the trust. I’ll send a draft structure next week.

    Meeting note52 min, three action items

    • ClientMy interview notice came today. It’s on the 14th.
    • AttorneyGood. Bring the originals of everything we filed, and we’ll prepare on the 10th.

    File noteinterview on the 14th, prep on the 10th

Why firms switch

A record of every conversation, none of the typing

The note is the part of the call nobody has time for. Now it is done.

  • Nothing left to memory.

    The note is written from the conversation itself, not from what you remember at six in the evening.

  • Every matter documented.

    Each call and meeting leaves a note, a recording and a transcript on the matter, so the file tells the whole story.

  • Hours back every week.

    Reviewing a note takes about a minute. Writing one takes fifteen. Multiply that by every call you take.

How it works

Your next call is the first one on the record

No new phone system, no software project.

  1. Connect your phone line and calendar

    Forward your business line to AlloyVoice and add it to your calendar. It joins scheduled calls and meetings on its own.

  2. Talk to your client as usual

    Take the call or run the meeting the way you always have. AlloyVoice records and transcribes, and announces the recording where your state requires it.

  3. Review and file

    Minutes later the file note is waiting in your dashboard, with the time entry and the follow-up draft next to it. Approve it and move on to the next matter.

See it

Every note, by client and matter

Notes, recordings and transcripts in one dashboard, organized by client and matter. See AlloyVoice write up a real call in a 20-minute demo.

Book a 20-minute demo
AlloyVoice dashboard listing recent calls with their recording, matter summary, transcript and duration.
FAQ

Questions about automatic file notes

Before AlloyVoice joins your next call.

  • Both. Calls are recorded through your business line or the AlloyVoice app. For meetings, AlloyVoice joins from the calendar invite, or records from your phone when you are in the room.

  • That is your setting, because consent rules differ by state. AlloyVoice can announce the recording at the start of every call and meeting, and it never claims to be human: if anyone asks, it says it is an AI.

  • Into your AlloyVoice dashboard, organized by client and matter, with the recording and the transcript attached. Export any note or transcript in a portable format whenever you like, or ask us to delete them.

  • A transcription app hands you a wall of text to read later. AlloyVoice hands you the file note in your format, and keeps the transcript one click away for when you need the exact words.

  • Cancel anytime. No long-term contracts, no cancellation fees. We also offer a 30-day performance guarantee, and you can export your notes and transcripts before you go.

Your next call, already written up

See AlloyVoice take the notes on a real call in a 20-minute demo.

Book a Demo