Dictate the matter. Get the summary.Send the video. Move on.
Attorneys dictate between hearings — AI returns clean, billable-ready notes. Paralegals and staff send embedded video updates instead of another email chain. Every client interaction, dramatically faster, for the whole legal team.
Voice → AI Summary → Video Reply
One client touch, three minutes total
Core Capabilities for Law Firms
All the features you need for efficient law firms client management.
Voice intake & AI extraction
Dictate a new client; AI fills name, contact, birthday, and key details.
AI call summaries
Record a meeting; ClientPulse turns it into clean bullet-point notes.
“Skip to Notes” voice interrupt
Say “skip to notes” anytime during voice intake or onboarding to jump straight into free-form notes — perfect when a client dials in unexpectedly and you just need to capture what they said, fast.
Personalized video email New · Platinum
Record a quick personal video right from the client’s profile and embed a tappable thumbnail inside the outbound email — no attachments, no upload links.
One-click calling
The bridge rings you, then the client. Notes captured on the record.
Branded email & SMS
Send from your verified domain with your signature, photo, and credentials.
Google Calendar sync
Two-way sync, automated meeting reminders, and birthday touches.
Per-client documents
A secure cloud vault for every form, invoice, photo, or signed contract.
Full client timeline
Every email, text, call note, and document — one searchable history per client.
Automated reminders
Meeting reminder emails and birthday touches go out on their own.
Secure by design
Magic-link & Google sign-in, row-level isolation, and CAN-SPAM-compliant email.
Specialized fields and panels
Beyond the basics, these dedicated data points are captured on every client profile.
Dictate Anywhere
- Voice intake of new clients & matters
- Say "skip to notes" for surprise calls
- AI extracts parties, dates, jurisdiction
- Hands-free time entries between hearings
- Works on any phone — no special hardware
- Same intake for attorneys and staff
AI-Summarized Notes
- Clean bullet summaries from every call
- Auto-drafted billable narratives
- Key facts, deadlines & action items surfaced
- Searchable across every matter
- Staff review summaries, not transcripts
- Dropped straight into the matter timeline
Embedded Video Email
- Record a personal video from the client profile
- Tappable thumbnail right inside the email
- No attachments, links, or client portals
- Attorneys explain settlement offers face-to-face
- Staff send case-status updates without phone tag
- Sent from your verified firm domain
Matters & Conflicts
- Matter / file # with practice area
- Conflict check before engagement
- Responsible attorney & staff assignments
- Opposing party, counsel & jurisdiction
- Engagement letter on file
- Open / active / stayed / closed status
Deadlines & Hearings
- Statute-of-limitations tracking per matter
- Hearings, depositions & mediations
- Filing & discovery cutoff calendar
- 2-way Google Calendar sync
- Multi-touch reminders (30/14/7/1 day)
- Auto-summary of every appearance
Time, Billing & Trust
- Voice-dictated time entries on the go
- AI-generated billable narratives
- Trust / retainer ledger per matter
- Low-retainer alerts
- Hourly, flat, or contingency tracking
- Export-ready timekeeper reports
Record a personal video.Embed it right in your email.
Stop sounding like everyone else. Hit record from any client's profile, capture a 30‑second message in your own face and voice, and ClientPulse drops a tappable video thumbnail right inside the outbound email — no attachments, no upload links, no friction.
- Record on phone, tablet, or laptop
- Auto‑generated poster thumbnail
- Plays full‑screen on any device
- Higher open & reply rates, instantly
Ready to put your client work on autopilot?
Dictate, call, email, schedule, and store — every client touch in one place.