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Client interview notes for legal professionals

Keep the facts close to the client’s words.

Keep the client’s account, dates, and information gaps in an editable note, alongside the original recording.

See how to start

Your working note.

Illustrative working-note outline · Not an app-generated result

Client’s account
The client says delivery was delayed and describes a later request to change the schedule.
Documents to request
The signed agreement, original schedule, and correspondence about the change.
Not yet established
Whether the revised schedule was accepted. Do not infer agreement from the interview alone.
Follow-up
Confirm the chronology and compare the account with the documents.

Ask one useful question.

List the facts reported by the client and the documents I still need to check.

Ask in Note Chat. Check the sources before using the answer.

Put it to work.

Choose one factual claim and replay the relevant source. Keep your legal interpretation distinct from the client’s account.

Aplomo does not provide legal advice or guarantee privilege, compliance, or evidentiary admissibility. Check your professional obligations and the privacy policy before recording client information.

First-note guide →

Common questions

What belongs in a legal client interview note?

Keep the client’s account, dates, documents mentioned, information gaps, and agreed follow-up. Clearly distinguish reported facts from verified evidence and professional interpretation.

Does Aplomo replace legal judgment?

No. It records, transcribes, and organizes information. A qualified professional must review the output, verify the sources, and decide how to use it.

Other professional conversations