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The engagement workflow

Assistant

From call notes to a useful first draft.

For Enterprise teams

Turn your notes into a meeting memo, follow-up email or editable document. When a question needs legal sources, continue it in Research.

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azta · Assistant
Turn my kickoff-call notes into a client meeting memo
Assistant

Meeting memo — Acme Ltd, engagement kickoff

Scope: cross-border VAT review and activity-code registration.

Client to send Q2 ledgers and the supply agreement.

Illustrative product workflow

What you start with

Your notes, brief or attached document

What you take forward

A meeting memo, summary or editable Word document

  1. 01

    Start with what you already have

    Paste the kickoff notes or attach a document. Ask for a concise summary, the decisions taken, or the next actions for your team.

  2. 02

    Shape the deliverable

    Ask for a downloadable memo or letter. Assistant can create a document in the editable canvas, ready to refine and download as Word.

  3. 03

    Take legal questions to Research

    When the answer depends on interpreting legislation, official guidance or case law, Assistant helps you take a clearly phrased question into Research.

Assistant is available in Enterprise. Meeting memos start from notes or documents you provide; this workflow does not record your call.

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Files

Put the client’s documents to work.

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