Built for client-facing legal work

Turn messy legal notes into polished client follow-ups in minutes.

Bring the notes. Leave with a clear, editable draft that keeps clients informed and your next steps easy to see.

You review every draft before it goes anywhere.

Matter follow-up
Draft ready

Raw notes

• Called client after opposing counsel's message

• Need documents by Friday

• Explain the next filing and timing

Notes added

Client follow-up

Subject: Next steps following our call

Thank you for speaking with me today. Here is a clear summary of where things stand.

We will need the requested documents by Friday to keep the next filing on schedule.

I'll be in touch as soon as there is an update from opposing counsel.

Required fields complete

Clearer work, sooner

Make every follow-up feel deliberate—even when the notes were not.

Save the first-draft time

Start with the facts you already captured instead of a blank page.

Keep communication consistent

Use the same reliable structure across matters, attorneys, and follow-ups.

Focus · transform · deliver

A disciplined path from note to next step.

My Business gives you a focused starting point, not an autopilot. You stay in control of the facts, the tone, and the final send.

  1. 01

    Paste or upload your notes

    Start with rough call notes, shorthand, a transcript, or a file from your matter workspace.

  2. 02

    Review a structured follow-up

    My Business organizes the details into a clear client-ready draft for your judgment and edits.

  3. 03

    Send or export with confidence

    Finalize the language, then copy, download, or move the approved follow-up into your existing workflow.

Designed for the details

The structure behind a more consistent client experience.

Your language, reusable

Editable templates that still sound like your firm.

Build templates for the follow-ups you send most often, then adjust the draft for the matter in front of you.

Case-specific language stays editable

Shared starting points for repeat work

Review first

Required fields keep important details visible.

Flag the information that belongs in every follow-up, then check the draft before it moves forward.

Workspace history

Revisit previous drafts in one place instead of hunting through scattered files and threads.

Send or export your way

Bring a reviewed follow-up into the tools and communication habits your practice already uses.

Usage-based tiers

Start with the volume you need now.

Choose a tier that suits your current draft volume, then move up when your workflow calls for it.

View pricing

Solo

For a consistent follow-up habit

A practical monthly draft allowance

Practice

For firms that share repeatable standards

More drafts and shared template workflows

Team

For tailored matter and team workflows

Flexible usage for growing operations

The next follow-up starts here

Give your notes a clearer way forward.

Turn a fresh set of legal notes into a client-ready draft, then make it your own before you send.

Create your first follow-up

No automated send. Your review remains part of the process.