Important Conversations Move Quickly
During an active call, attorneys and staff often need to listen carefully, respond clearly, and recall details from a case that may contain years of records, communications, notes, appointments, and other information.
A caller may raise a treatment issue, reference an earlier conversation, question an upcoming deadline, or make a statement that does not match the information in the case file. The person handling the call can search SmartAdvocate for the answer, but doing so may interrupt the discussion or require the caller to wait.
SmartIntelligence Conversation Assistant provides relevant context while the conversation is still happening.
How Conversation Assistant Works
Conversation Assistant is an AI-powered feature built into SmartAdvocate. It listens to an active call, creates a live transcript, and analyzes the discussion as it unfolds.
Conversation Assistant can help users:
- Follow the conversation through a live transcript
- Identify potentially relevant facts in the case file
- Surface information related to questions raised during the call
- Highlight statements that may conflict with existing case information
- Suggest questions or topics that may require follow-up
- Retrieve scheduling and appointment information when discussed
- Provide additional context without requiring the user to leave the conversation
Bring Case Information Into the Conversation
Even someone familiar with a case may not remember every date, record, statement, or communication when a question arises unexpectedly.
Conversation Assistant can compare the discussion with information already available in SmartAdvocate and bring relevant details to the user’s attention.
For example, someone on the call may state that a particular appointment never occurred. Conversation Assistant may locate records showing several visits during the relevant period. A caller may refer to a prior statement that conflicts with information already documented in the case. The feature can flag that inconsistency so the user can examine it while the subject remains under discussion.
The feature can also assist with more routine questions. If a caller asks when the next meeting is scheduled, Conversation Assistant may retrieve that information from the case rather than requiring the user to stop the discussion and search the calendar manually.
Because Conversation Assistant operates within SmartAdvocate’s law firm software, it can connect the active discussion with the case information the firm already maintains.
Support for Different Types of Calls
Conversation Assistant is not limited to one narrowly defined process. Firms may use different assistance modes based on the purpose of the conversation.
Depending on the configuration and call type, the feature may support:
- Client conversations
- Case-related calls with outside parties
- Internal discussions involving case information
Identify Inconsistencies While They Can Still Be Addressed
Inconsistent statements can become important, but they are not always easy to recognize during a fast-moving call.
An attorney or staff member may remember the general history of a matter without recalling the exact language used in an earlier conversation or the complete sequence of documented events. Conversation Assistant can review what is being said against available case information and highlight potential conflicts.
The user can then decide whether to ask a follow-up question, clarify the statement, review the supporting record, or address the issue later.
The feature does not decide whether a statement is accurate or legally significant. It draws attention to information that may warrant closer review so the legal professional can apply judgment in context.
Keep Attorneys and Staff in Control
Conversation Assistant is designed to assist legal professionals, not replace their communication skills or decision-making.
This combination of AI-powered analysis and professional oversight allows firms to use their legal software as an active source of information during calls rather than only as a place to search after the conversation ends.
Make Case Conversations More Informed
Important information can surface at any point during a call. Conversation Assistant helps attorneys and staff connect those discussions with the facts, records, and scheduling information already stored in SmartAdvocate.
When you partner with SmartAdvocate, SmartIntelligence provides built-in, AI-driven features designed around the practical demands of legal operations. Request a Demo to see how Conversation Assistant can support more informed case conversations.
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