Smartnote

Overview

Smartnote is an Australian-built AI tool for lawyers that automatically captures meetings — whether by phone, video, or in-person — and generates structured, accurate file notes without the lawyer needing to type during the conversation. Built by Melbourne-based practitioners who experienced the burden of incomplete notes and late-night admin, Smartnote is designed for small to mid-size firms that want consistent, high-quality file notes across every matter. Beyond note capture, the platform automatically generates tasks, deadlines, and follow-up actions from each meeting, drafts letters and client updates, and automates time entry with detailed narrations. It works alongside existing practice management systems without requiring firms to change their core workflows.

Key Capabilities & Differentiators

Smartnote addresses one of the most common pain points in legal practice: the gap between what happens in a client meeting and what ends up in the file. By capturing every call and meeting automatically, it ensures file notes are complete, consistent, and immediately available after each interaction — protecting firms from complaints and disputes while freeing lawyers to focus on the conversation rather than the keyboard. The automatic generation of tasks, deadlines, and follow-up drafts from each meeting reduces the administrative tail that typically follows client interactions. Automated time entry with high-quality narrations helps firms capture billable time that would otherwise be lost or reconstructed inaccurately at the end of the day. Note: General-purpose AI meeting tools such as Fireflies.ai and Otter.ai also offer transcription and summarisation at lower price points, though they lack Smartnote's legal-specific file note formatting, PMS integration, and automated time entry features.

Core Features

Integrations