Client calls & meetings
Record the subject, time spent, and relevant matter after the conversation.
For solo attorneys and small law firms recording client calls, correspondence, research, and document review.
30 minutes with Anna Harper. Reviewed the draft agreement and discussed revisions.
Harper · Contract review 30 minutesRecord what you did while the details are fresh. Include the time spent and the client or matter where you know them. Review the suggestion before creating a time entry.
Record the subject, time spent, and relevant matter after the conversation.
Keep a description of the task alongside its duration and client context.
Capture the smaller tasks as they happen, so they remain part of the work record.
Check each suggested activity for accuracy. Connect it to the right client and matter, then use the recorded work when it is time to invoice.
Explore legal billing →Quick Note autosaves. Voice capture uses browser speech recognition where supported.
Explore capture tools →Create slash-command text templates in Standard, then tailor them to the work performed.
Explore templates →Standard separates activity suggestions for individual review, with note archive and date filters.
Explore note profiles →Start with a note. Keep the details through to the invoice.