Some of the most valuable information in a matter arrives by phone — and most of it never reaches the file. MatterPilot turns call recordings into structured, reviewable notes: summaries, key facts, actions, follow-up points and review prompts.
Works with your phone system's recordingsCallers identified where possibleAzure-hosted AI processingReview prompts, never conclusions
Capture
From your phone system to the workspace, automatically
Call recordings from your phone system are picked up automatically, transcribed with the speakers separated, and matched to the fee earner who took the call. Nothing to remember, nothing to upload by hand — the call simply appears in MatterPilot ready for review, with retention handled by policy so recordings are kept exactly as long as your firm decides.
Automatic import
Recordings flow in from the phone system without anyone lifting a finger — duplicates and half-transferred files are handled safely.
Who was on the call
Both sides of the conversation are separated, and callers are identified from the call details where possible.
Retention by policy
Your firm sets how long call audio and notes are kept — MatterPilot applies it consistently, without a manual tidy-up.
The output
A structured note from every call
Each call comes back as a reviewable pack — the substance of the conversation, organised the way a matter file needs it.
Call summary
What the call was about and where it landed, in a few clear sentences.
Attendance note
A structured telephone attendance note ready for the matter file once reviewed — exportable to Word.
Key facts
Names, dates, figures and instructions mentioned on the call, captured with the wording they came from.
Actions & follow-ups
What was promised and what needs chasing — extracted as clear follow-up points for the fee earner to accept or dismiss.
Risk & review prompts
Possible deadlines, unclear instructions or compliance concerns raised as questions for a person to answer — never conclusions.
Suggested next steps
Sensible follow-on suggestions based on what was discussed — support material for the fee earner's own judgement.
Instructions get given, advice gets summarised, dates get agreed — on the phone, between meetings, at speed. Without a system, that information lives in memory and scribbled notes. Call Intelligence captures it, structures it and puts a reviewable note on the file — so the record reflects the matter, not just the correspondence.
Nothing invented — key facts and actions carry the source wording they came from.
Human review before use — the note is a draft until the fee earner has been through it.
Own-workflow scoped — calls route to the fee earner who took them, inside the firm's permission model.
Get started
Hear it work on a real call
Tell us which phone system your firm uses and we'll walk through the whole flow.