Legal

Generating client-ready meeting summaries from AI transcripts

AI is used to turn Teams meeting transcripts from initial client consultations into written summaries that can be shared with clients after a quick review.

Why the human is still essential here

The lawyer still conducts the consultation, determines what matters legally, and reviews the AI-generated summary for accuracy before sending it to the client.

How people use this

Teams consultation recap

A lawyer records an initial client meeting in Microsoft Teams and uses Copilot to draft a plain-language recap that is reviewed and emailed to the client afterward.

Microsoft Teams + Microsoft 365 Copilot

Transcript-based client note draft

After a virtual intake call is transcribed, AI turns the transcript into a structured summary of key facts, action items, and next steps for the client file and client follow-up.

Otter.ai

Polished post-meeting summary

A lawyer pastes a meeting transcript into an enterprise chatbot to turn rough notes into a clearer client-ready summary before checking legal accuracy and tone.

ChatGPT Enterprise / Claude

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Personal Story
LinkedIn

I've been thinking a lot about the use of AI in my legal practice, and experimenting with a few different tools.

I've been thinking a lot about the use of AI in my legal practice, and experimenting with a few different tools. I haven't yet figured out how to reliably use AI to do my work in less time. What I have noticed, though, is how AI can increase the value of what I offer to clients.

Early in my practice if a client asked to record a meeting, I would politely decline. Providing a written summary was also outside the scope of an initial consultation - I expected clients to take their own notes. I took mine. Though neither set was particularly reliable. It didn't help that I could barely read my own handwriting (from the days of in person meetings, pens, note pads and brown folders).


Now, most of my initial client meetings take place over Teams, with the transcript feature turned on. After the meeting, I can use Copilot to generate a summary of the conversation, which I can quickly review for accuracy before sharing it with my client.


The meeting itself hasn't changed much. The time spent hasn't decreased. But the client can leave the initial meeting with clear notes they can actually use.


That’s been the real shift for me: not doing less work, but delivering something which improves the overall client experience.


How are you using AI in your legal practice?

EB(
Erin Brandt (she/her)Employment and human rights lawyer, Cofounder at PortaLaw
Apr 16, 2026