AI Meeting Prep Brief Agent
60 minutes before every external meeting, the briefing lands in your Slack: who you're meeting, what they care about, the matter context, the recent activity, and the questions worth opening with.
- Attendee research (firm, role, recent matters, public statements)
- Matter file context with the recent activity surfaced
- Suggested opening questions and items to confirm
- Delivered 60 minutes before the meeting starts
Blueprint refunded if we don't leave you with a clear path forward.
The meeting you would have walked into cold
You have a 10am call with the claims adjuster on a matter you haven't touched in 3 weeks. In the old workflow, you spend the 8 minutes before the call skimming your notes and hoping you remember the open questions. The Meeting Prep Brief landed at 9: the claims adjuster's name, her authority limits, the offer history on this matter, the medical records that arrived last week, and 3 questions worth asking. You walk in informed, the call moves faster, and the offer that lands is one you can actually evaluate.
What the Meeting Prep Brief does
- Watches your calendar for upcoming external meetings
- Researches each external attendee from public sources (firm site, bar profile, recent published work)
- Pulls the matter file and surfaces the most recent activity, last contact, and open items
- Drafts 3 to 5 suggested opening questions or items to confirm
- Delivers the briefing in Slack 60 minutes before the meeting starts
Integrations
- Google Calendar or Outlook Calendar
- Practice management system for matter context
- Document management system for recent filings and correspondence
- Slack or Microsoft Teams for delivery
Built from these legal skills
Each skill is a battle-tested template that codifies how your team already handles this kind of work. The agent orchestrates them into an end-to-end output.
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case-summary-report.md
Practice-area fit
Every engagement tunes the agent to your firm's specific matter mix. The areas below are where we've seen this agent fit most naturally.
Function
Safety posture
The briefing is informational and internal-only. The agent doesn't reach out to attendees, doesn't share data externally, and doesn't act on the matter. The research is from public sources; the matter context comes from your file.
Frequently Asked Questions
For days with packed external schedules, the agent can deliver a morning summary covering all the day's meetings at once, then individual reminders 15 minutes before each one. The cadence is configurable per attorney.
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