File notes for law firms Calls, meetings
and dictation
become file notes
Record a call, a meeting or your own dictation in the PageMax app. PageMax writes a draft file note on the client’s file, and you check and approve it.
Book a demoSwitched on for your firm when you ask.
MEETING
New will for Máire Healy
Present
Máire Healy, Olivia Brennan
Before you record, the app reminds you to get everyone’s agreement.
A dictation records only you.
FILE NOTE
Meeting with Máire Healy
Status
Draft
Note
Máire wants her house left to her two children equally, with her brother Liam as executor.
Written by PageMax’s AI from the recording. Check it before you approve.
The note is written for you
PageMax turns the recording into a draft file note. You read it, change what you need and approve it.
Consent and approval
Asked first
Every call starts unrecorded. You ask the client and tap Record only after they agree. Before a meeting, the app reminds you to get everyone’s agreement first.
CALL
Call with Máire Healy
Recording
Off until you tap Record
Recording starts only when the lawyer taps Record, after asking the client.
You approve every note
The recording’s words go on the client’s file straight away. The file note PageMax writes from them stays a draft until you approve it, and only the lawyer who made it can change or approve it.
FILE NOTE
Approved
Approved by
Olivia Brennan
Client
Máire Healy
Approved by the lawyer who recorded it.
Three ways to make a note
Calls from the app
Call a client through the PageMax app. After the call, PageMax writes a draft file note from what was said once recording started.
AFTER THE CALL
Draft file note
Client
Máire Healy
It waits for your approval.
Meetings and dictation
Record a meeting in the room, or dictate a note after it. Each one becomes a draft file note on the client’s file.
IN THE PAGEMAX APP
Two more ways
Record a meeting
The app reminds you to ask everyone first
Dictate
Your own words, after a call or a meeting
Asked first,
approved by you
Win the client,
know the case
PageMax is opening to a small number of firms. Book a demo.