MANUAL
time required
AI
time required
AI workflow: Record initial client meeting → File note + to-dos + draft offer in one go
Introduction
The initial consultation is valuable—but the follow-up work is time-consuming: organizing notes, structuring facts, identifying open issues, defining next steps, and formulating a reliable offer (engagement letter/fee). With IURIO as your private AI—secure for the use of client data— the initial consultation becomes a client-ready result, directly in the file.
use case
The lawyer records the initial consultation in IURIO. IURIO uses this to create:
-
a structured summary (facts, objectives, risks, open issues)
-
A to-do list (request documents, deadlines, upcoming appointments)
-
A draft offer/fee proposal (scope of services, assumptions, next steps)
Why it works better with IURIO DMS
-
No media discontinuity: recording, summarizing, quoting, and filing are done on a client-specific basis in the DMS—not spread across tools, email, and note-taking apps.
-
Client data is already there: name, contact details, company register data, parties, and framework parameters flow into the result without copy/paste.
-
Private AI in Austria: the most sensitive moment (initial consultation) remains data secure—a key lever for acceptance in law firms.
Procedure (understandable, without details)
-
Record conversation (mandate-related)
-
IURIO generates file notes + to-do lists + draft offers
-
Lawyer reviews, supplements, sets priorities (risk, strategy, scope)
-
Shipping + filing in the file
time saving
-
Manual: Follow-up 30–60 min + draft offer 30–45 min + filing 5–10 min ⇒ 65–115 min
-
With IURIO: Review summary 10–15 min + finalize offer 10–20 min ⇒ 20–35 min
Savings: 45–95 min per initial consultation