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Insight LegalAI-POWERED FOR LAW FIRMS ✦ AI-powered

Every client call, captured, understood and filed, automatically.

Insight Legal turns your firm's phone calls and dictations into searchable client files: a written summary of every call, the to-dos and deadlines, and the time to bill. Built into your Uvoice phone system, with nothing new to carry or learn.

See it and hear a callTalk to us about your firm
✦ AI call noteJane Smith · Elm St closing
9/10
Call in · 2:14 PMPositive

Summary: Closing moved to Nov 20. Lender needs the signed disclosure by Friday; title is clear.

To-dos: Send the disclosure to Jane today · Deliver to the lender's attorney by Friday

Deadline: FriBillable: 0.1 hrFiled: Elm St closing

Captured

Calls in and out are recorded with a short announcement, on your desk phone, ConnectUC on your computer and your iPhone. Tap Dictate for your own notes.

Understood ✦

AI writes the note after every call: what was said, the to-dos, the deadlines and how the client felt, with the full transcript.

Filed

Each call lands in the right client and matter, with the billable time logged. Search what was said and find it in seconds.

Inside Insight Legal

Your clients, your calls, one place

Click a matter, press play on Jane's call and watch the transcript follow along. An example firm with made-up clients.

my.uvoice.com · Insight Legal · Client files
Insight LegalAI-POWERED FOR LAW FIRMS
Client files

Every call, filed by client

Search what was said
JS
Jane SmithDue Fri2 matters · last call Oct 29
RP
Raj PatelCall back today1 matter · last call Oct 29
OB
Oakridge BuildersNov 52 matters · last call Oct 28
LE
Lopez EstateDec 281 matter · no calls yet
AC
Amy Chen1 matter · no calls yet
Not filed yet3 new
(860) 555-0199✦ Mentioned “estate planning”
(203) 555-0164✦ Mentioned “car accident”

Jane Smith

Client since 2024 · (860) 555-0142 cell · (860) 555-0177 home

Also on these matters: lender's attorney, title company

Calls6In, out, missed, dictations
Talk time20 minAll matters
Billable0.5 hrLogged from calls
Average score8.3/10Recorded calls
✦ Catch me upElm St closing moved to Nov 20; title is clear; the signed disclosure is due Friday and the lender's attorney is waiting on it. Estate plan: she wants her daughter added as executor.
Call inOct 29, 2:14 PM1 min · Atty. WhitmanElm St closingPositive9/10

Closing moved to Nov 20. Lender needs the signed disclosure by Friday; title is clear. Disclosure goes to Jane this afternoon to sign.

0:00
Transcript: click any line to jump thereSample recording · a made-up call
  1. 0:00AttorneyWhitman and Grant, this is Attorney Whitman.
  2. 0:03JaneHi, it's Jane Smith. The lender just called. They moved the closing on Elm Street to November 20th.
  3. 0:11AttorneyThanks for letting me know, Jane. Did they say what they still need from us?
  4. 0:16JaneJust the signed disclosure. They want it by Friday.
  5. 0:20AttorneyOkay. I'll send it to you this afternoon to sign, and we'll get it to the lender's attorney before Friday.
  6. 0:26JanePerfect. And the title search came back okay?
  7. 0:30AttorneyIt did, the title is clear. So once the disclosure is signed, we're all set for the 20th.
  8. 0:36JaneThat's a relief. Thank you so much.
  9. 0:40AttorneyYou're welcome, Jane. Watch your email this afternoon.
Billable: 0.1 hr to Elm St closing · ready for billing
DictationOct 27, 9:40 AM1 min · Atty. WhitmanElm St closing

Title search came back clear. Schedule the final walkthrough.

Call outOct 22, 11:05 AM11 min · Atty. WhitmanEstate planPositive8/10

Wants to add her daughter as executor. Update the will draft and send it for review.

Billable: 0.2 hr to Estate plan
MissedOct 18, 10:12 AMcalled back in 22 min by KarenElm St closing

Voicemail: asked about the closing costs.

Plans

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Available today

Call Notes & Dictation

$8 per user / month · $49 one-time setup
  • Call recording, in and out, with announcement
  • AI transcript and summary of each call in ConnectUC and your phone system portal
  • One-touch dictation line, emailed with a transcript to you and your staff
✦ Insight Legal · AI-powered

Everything in Call Notes, plus your firm's call intelligence

$99 per month for your firm · 2 users included
  • Client files: every call, voicemail and dictation filed by client and matter
  • Search what was said and jump to that moment in the recording
  • Catch me up: an AI brief of any client or matter in one click
  • Billable time logged from every call, ready for billing
  • Deadlines and to-dos pulled from your calls and dictations
  • All Insight reports: missed calls, busy times, team, live wallboard, Monday email
  • Set up for your firm: your practice areas, matters and call checklist

Questions

Is it legal to record our calls?

Recording laws vary by state, and Connecticut generally requires everyone on a call to agree. A short “this call may be recorded” announcement plays on your recorded calls; your firm sets its own policy.

Is our clients' information private?

Yes. Your calls stay in your own account, only the people you choose can see them, and they are never used to train AI.

Does the AI send anything to clients?

No. Insight Legal writes notes for you and your staff. You read, decide and act.

Do we need new phones?

No. It works with your Uvoice phones, ConnectUC on your computer and ConnectUC on your iPhone.

Can we use our own AI account?

Yes, if your firm prefers its own agreement with the AI provider. Ask us and we'll set it up that way.

What does it cost?

Call Notes & Dictation is $8 per user per month plus a $49 setup. Insight Legal is $99 per month for your firm with 2 users included.

See Insight Legal on your own calls

We'll set it up for your firm and walk your team through it in 15 minutes.

Talk to us →Call (860) 656-1000