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futureagent

Legal and complianceAutomation

Client meeting notes

After a first meeting, you dictate your notes: the agent writes the summary memo (facts, legal questions, options), the list of documents to request from the client and a draft fee agreement based on your template.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

After every first meeting

  1. 1Write. Structured summary memo.
  2. 2List. Documents to request.
  3. 3Prepare. Fee agreement from your template.
  4. 4Send. As a draft, for review.

Sample deliverable

Mr. Morel, October 22: challenging a dismissal

  • Questions: genuine and serious cause, procedure followed, severance.
  • 9 documents to request (contract, payslips, dismissal letter…).
  • Agreement: €2,400 excl. VAT flat fee and a 10% success fee.
  • Word: Summary memo and draft agreement

Connectors

  • Google DocsGoogle Docs: read your agreement template
  • GmailGmail: prepare the email to the client

Already set up for you

Sending
Draft for review

What you'll be asked

  • Which Google Docs document is your agreement template?

Who it's for

About 12 runs a month, standard business logic and 6 actions per run (generated files, emails sent): Essential tier.

Learn more

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