AI intake summaries for legal and paralegal teams

INSIGHT helps legal teams turn intake calls, client interviews, and recorded conversations into organized summaries and case notes, with client identifiers shielded before any text reaches a cloud AI model.

Who it is for

Paralegals and legal assistants
Solo attorneys and small firms handling their own intake
Legal operations and compliance teams
Investigators supporting counsel

What you can create

Client intake reports with matter summaries and timelines
Interview summaries with attributed statements and quotes
Case-note drafts from recorded conversations
Document and conflicts checklists pulled from what was said

The workflow

Upload your recording

Audio or video up to 50 MB, in formats like MP3, WAV, M4A, and MP4. English, Spanish, and German are supported.

Review the transcript

Speaker labels and timestamps on every segment. Rename speakers before generating so the report reads correctly.

Choose a report template

The Client Intake template structures matter summaries, timelines, and document lists. Interview and Investigative Summary templates cover witness conversations and multi-session matters.

Export the draft

Download as PDF, Word, or plain text. Transcripts also export as TXT, SRT, or VTT.

Review and finalize

Verify names, facts, quotes, and conclusions against the recording. The draft saves you formatting time; the judgment stays with you.

Why legal teams use it

Intake conversations are full of dates, names, and documents that need to end up in a structured note. INSIGHT drafts that note from the recording, so nothing said on the call gets lost between the conversation and the file. Reports are stored encrypted with per-user keys, and your content is never used to train AI models. INSIGHT is drafting software: it does not provide legal advice, and generated summaries are not a substitute for attorney review.

What INSIGHT does not do

It does not replace professional judgment or make decisions for you.
It does not make legal, HR, insurance, law enforcement, or compliance determinations.
It does not verify facts, identities, or statements automatically.
It does not replace evidence-management or case-management systems.

Human review required. INSIGHT generates drafts to support documentation and review. It does not make legal, HR, insurance, law enforcement, or compliance decisions, it does not verify facts automatically, and it is not a substitute for professional judgment or evidence-management systems. Always review transcripts and reports before official use.

Try a free report on your next recording.

3 complete reports free with an account, and one trial transcription with no account at all.

Try a free report