Keep inquiry context available
Save contact background notes to carry the details of an inquiry into a later consultation.
Tamloot · Law firms
Carry consultation context into every follow-up.
For legal professionals handling inquiries and ongoing conversations: organize contact background, review consultation notes, and keep agreed next steps close at hand.
Create an accountKeep the relationship in view
Review consultations in one place
Link recorded sessions to a contact and review editable summaries, themes, and action items.
Prepare for returning contacts
Use prior conversation history and meeting prep to revisit commitments before a scheduled session.
Keep follow-up work moving
Review extracted tasks and ask the assistant to help draft a follow-up from the consultation context.
Put conversation context to work
Prepare an initial consultation
Add background notes to a contact after an inquiry, then ask the assistant to summarize the context you’ve saved.
Revisit an ongoing matter’s conversations
Open a contact’s earlier sessions and ask the assistant what was discussed or promised. Check answers against your records.
Draft a consultation follow-up
Use the assistant to draft a note with the next steps discussed. Review it before sharing.
How it works
- 1
Create your account
Add a contact and record or upload a conversation using a supported recording method. Obtain the necessary consent before recording.
- 2
Review the notes
After transcription, review and edit the AI notes, action items, and extracted tasks. Link the session to the right contact.
- 3
Ask, prepare, and follow up
Ask the assistant about your history, draft a follow-up, or save a note. Review AI output before using it. Connected tools require setup in Connectors.
Questions before you start
Does Tamloot manage legal intake forms or case files?
These workflows cover contact notes, consultation history, and tasks. Legal intake forms, case management, docketing, and deadline automation are not promised.
Can I rely on the assistant for legal advice?
Use it to find conversation context and draft notes. Review its output yourself; the workflows described here do not provide legal advice.
What about sensitive consultation information?
Review Tamloot’s privacy and trust information against your professional obligations before adding sensitive information. Obtain necessary consent before recording; this page makes no privilege or compliance guarantees.