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Writing while the client talksImportant details get missedRebuilding notes across toolsRivera Matter: Client Consultation and Case Follow-Up
Oct 12, 10:24 AMTranscriptNotes
During your consultation about the Rivera matter, you discussed the revised agreement, witness statements, and upcoming case deadlines. You reviewed the sequence of events and identified follow-up actions for case preparation.
Key Facts Discussed
- The witness told you the revised agreement was signed after the inspection, not before it.
- You discussed Exhibit 12 in connection with the agreement and case chronology.
- The client confirmed that the revised deadline had been discussed during Friday's meeting.
Case Discussion
- You reviewed the witness's account of when the agreement was signed.
- You identified the need to check that sequence against your existing case timeline.
Follow-Up Actions
- You agreed to update the case chronology using the witness's statement.
- You planned to review Exhibit 12 against the revised agreement.
- You agreed to follow up on the revised deadline.
CLIENT MATTERToday · 10:18
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DEPOSITION · LIVE 24:10
COUNSEL23:58
WITNESS24:10
sourceCOUNSEL23:58
WITNESS24:42
What did the witness say after the inspection?
The witness stated that after the inspection, they notified the property manager about the water damage and recommended immediate repairs.
WITNESS · 24:10 – 24:32Review depositions and witness interviews
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MATTER NOTE READYRivera matter
Client consultation summary
Key facts6 captured
Decisions2 recorded
Next steps3 assigned
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Send revised termsDone
Call client before FridayBefore Friday
Prepare hearing chronologyOct 21
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Rivera Matter: Client Consultation and Case Follow-Up
SummaryTranscriptNotes
During your consultation about the Rivera matter, you discussed the revised agreement, witness statements, and upcoming case deadlines. You reviewed the sequence of events and identified follow-up actions for case preparation.
Key points- The revised agreement was signed after the inspection.
- Client will share a copy of the signed agreement.
- Filing deadline confirmed for Friday.
- Follow up required to review documents and update case timeline.
5:40
Brief Note
▦ Oct 8, 6:51 AM♫ Transcript▧ Notes
Overview- The client reviewed the revised engagement terms and requested a few changes to the fee structure.
- They confirmed they will share the updated draft agreement by Wednesday.
- Review the changes and prepare the final draft for signature.
- Client asked about the filing deadline and confirmed documents will be shared this week.
- Follow up if updated documents are not received by Wednesday.
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