CLIENT FILES
One file for each client: calls, meetings and notes in one place
How a client’s enquiry, calls, meetings and notes come together in one file, and how a lawyer asks about it.
A client's story rarely arrives in one piece. It comes in a website enquiry at 11 at night, a phone call the next morning, a meeting a week later, and the notes someone made after each. In most firms those pieces live in different places: an email inbox, a notebook, a case management system, a lawyer's memory. PageMax keeps them together, in one file for each client.
It starts with the enquiry
When someone asks for help on your firm's website, the AI assistant takes their details and their own account of what happened, and offers a call from your team. It never gives legal advice. Your team receives a Solicitor brief: what the person said, in plain words, with a recommended next step.
A person makes them a client
When your firm takes the person on, someone at the firm chooses Make this a client. PageMax never decides who becomes a client. The enquiry moves into Clients with everything on it: the website conversation, the brief and your notes.
Calls, meetings and dictation become file notes
Lawyers can call a client from the PageMax app. After the call, PageMax writes a draft file note from what was said once recording started. In a meeting, the app reminds you to ask everyone first; afterwards the recording becomes a draft file note too. You can also dictate a note in your own words after a call or a meeting. Every note stays a draft until you approve it.
Documents, when your firm switches them on
Lawyers can add documents to a client's file, such as a contract, a letter or a report. PageMax reads each one page by page, so the file holds what the documents say as well as what was said on the phone.
Ask PageMax about the file
Instead of reading back through everything, a lawyer can ask PageMax a question about the client: when did we last speak to her, what did she say about the dates, what is still outstanding. PageMax answers from that client's file only, and shows where each answer came from: the call, the meeting or the page of the document. Every answer is marked as AI, and the lawyer decides what to rely on.
Your firm controls who sees what
A file can be read in full only by the people your firm allows: the firm's administrator and the lawyer the client is assigned to. Recordings are deleted once their text is stored unless your firm chooses to keep them, for a limited time.
Why it matters
The best preparation for a client meeting is knowing the file. When every call, meeting and note is in one place, and you can ask a question and see the source, you walk into the meeting knowing the case.
PageMax is opening to a small number of firms. Book a demo.
