No more note-taking.

Once a lawyer connects Google Calendar or Outlook, meetings that qualify under the firm's rules are recorded without anyone starting anything. The recorder joins visibly, under the firm's name, and plays a spoken notice when the first person from outside the firm arrives. It works with Google Meet, Microsoft Teams and Zoom. Firm rules decide which meetings qualify — not a bot that joins everything.

A desktop recorder on Windows and macOS covers in-person meetings: the first consultation in the conference room, the conference with counsel, the call that was never in the diary as a video meeting. Nothing joins and nothing is announced, so telling the client stays the lawyer's job, every time. A room recording cannot tell voices apart, so per-speaker figures exist only for the online ones. The desktop app can also file the time, edit the note, accept a fee estimate, add key dates and reminders, record who was in the room, and delete a recording — without opening a browser.

A Teams export, a counsel call note, a client-provided recording — uploaded into the same queue and put through the same write-up, review and filing as a call Ezra recorded itself.

AI drafts a third-person, past-tense attendance note using real names from the firm's records rather than whatever the meeting software called people. A label that could belong to more than one person is left exactly as recorded. Where a name has been corrected, the review card notes it. Flags in seven categories — fee risk, complaint risk, deadline, conflict, vulnerable client, AML, promise made — each quoting the line of transcript that triggered it. No quote, no flag. Open high or medium flags have to be decided before the note can file; low severity stays advisory. Flags never reach the filed note, Clio, or a client's copy of the file.

The note is written at the firm's default length, Standard or Fuller, and a reviewer can rewrite it at the other length in one click. It changes length and depth only, never the voice or what actually gets recorded, and it is refused on a note you have already hand-edited, since those words are yours.

Alongside the note comes a drafted time entry, rounded to the firm's billing increment, with the raw call length shown beside the rounded figure. The billed narrative is composed from the note's own summary — first sentences, up to around 180 characters, ending on a full sentence — and run through a wording filter that keeps AML-sensitive phrasing like "source of funds" off a client's bill. It falls back to the meeting title only if the summary is empty or entirely filtered out. Once you have hand-edited the narrative, it survives every later flip of the billable toggle. Untick Log and no time entry is filed at all, distinct from marking the call non-billable (which still records the time against the matter, just without charging).

Where the firm turns it on, a third time record covers the write-up itself, billed separately from the meeting and linked to the note rather than the call. It only ever applies to a billable entry, at the moment you confirm it at Assign & file — never automatically, never in the background, never to manually typed time, and never twice on the same entry. The pre-fill follows the firm's model (proportional to transcript words, or a fixed number of minutes) and is a starting point you can edit or take to zero. The first time you open a card, Ezra also times the review quietly; a measured time between one and thirty minutes can pre-fill instead of the estimate.

Filing is not only "put the note on the file". The review card offers the follow-ups the call actually agreed: key dates that are not already on the diary, reminders from spoken commitments ("I'll chase them in a fortnight"), a one-click KYC check, a questionnaire, a money-on-account estimate, a classification from the firm's own list, and a follow-up chip for the next meeting. Ezra never creates a task, books a meeting, starts a KYC check, sends a form, or asks a client for money on its own — it offers, you tick, filing carries it out. A date mentioned with no day attached is never offered, because guessing one is how a client misses a hearing.

Once the recording is posted, Draft client email composes a client-facing follow-up from the filed note and opens it in Compose, pre-addressed, for you to review and send. Ezra hands off to Compose and does not itself witness the send, so the card says Drafted, never that it was sent. Once a message citing that note has actually gone out, the card reads Sent. Drafting again is still allowed.

Heads of department file from it with real clients. A family first meeting is a typical review: an attendance note, a Form E deadline and an FDR date offered as key dates, "I'll send the draft letter in a week" offered as a reminder, a quoted three hours at the hourly rate offered as a money-on-account estimate, and a draft email to the client once the note is on the file. That is the working day, not a demo.

The note stays a draft until a fee earner reviews it. Assign & file posts the note, files the time if Log is ticked, adds the meeting itself to the matter's calendar (never billed), and carries every ticked action. It refuses while an open high or medium flag still needs a decision. Retention of recordings and transcripts follows the firm's rules. Optional auto-file of time when exactly one open matter exists is off by default.