Client files for law firms Each client
you take on
gets a file
When your team chooses Make this a client, the enquiry moves into Clients with everything on it: the website conversation, the Solicitor brief and your notes.
Book a demo
ENQUIRY
Aoife Byrne
Buying a house in Ennis
Solicitor brief
Aoife is buying her first home and needs a solicitor for the purchase. Her mortgage approval is in place.
CLIENT FILE
Aoife Byrne
Made a client
Website conversation
Solicitor brief
Note
Only a person makes someone a client
Your firm admin, reception or the lawyer the enquiry is assigned to chooses Make this a client. PageMax never decides who becomes a client.
What the file holds
Notes with your name and the time
Add notes to the client’s diary. A correction never overwrites a note: it sits beside the note it corrects.
DIARY
Aoife Byrne
Olivia Brennan, 27 October
Survey booked for Friday
Correction, 28 October
Survey moved to Monday
The first note stays, marked Corrected.
A summary of the file
When you open a client on the dashboard, PageMax’s AI writes a summary from the brief and the diary. Each paragraph shows its sources, so you can check it.
SUMMARY
Aoife Byrne
Aoife is buying her first home in Ennis. The survey is now on Monday.
Written by PageMax’s AI. Sources: Solicitor brief, Correction of 28 October.
Ask about the client, at your desk or on your phone
Ask about the client
Ask PageMax answers questions about the client from their file and shows the source of each answer. It never states the law from memory.
ASK PAGEMAX
About Aoife Byrne
Ask PageMax
The survey is on Monday.
Source: Correction by Olivia Brennan, 28 October
On your phone
The file is in the PageMax app on Android, with your notes and Ask PageMax. iPhone soon.
THE PAGEMAX APP
Client files on your phone
Android
On Google Play
iPhone
Soon
For lawyers and staff at firms that use PageMax.
Switched on for your firm when you ask
File notes from calls, meetings and dictation
Calls you make through the PageMax app, recorded meetings and your dictation become draft file notes on the client’s file. You check and approve each one.
FILE NOTE
Call with Aoife Byrne
Status
Draft
Only the lawyer who made it can approve it.
Documents on the client’s file
Upload documents to a client’s file on the dashboard. Each one is checked for malware before PageMax reads it.
DOCUMENTS
Aoife Byrne
Mortgage approval
Contract for sale
Uploaded on the dashboard.
The enquiry,
the brief
and your notes
in one file
Win the client,
know the case
PageMax is opening to a small number of firms. Book a demo.