A client strategy document in 5 minutes, not a week
Every client document used to take a week. Now AI listens to the consultation recordings, checks them against the questionnaire and assembles a 15–26-page strategy in minutes, following the firm's own method.
ClientA law firm (immigration law), repeat client, 4th project
- Built in 5 days
- The firm's own method
- Repeat client
01Cover of an EB-2 NIW strategy: ready for the lawyer's review and for the client
01Before
After the consultations, every client of the firm expects a serious document: what's already in place, what's missing, the risks, the plan and the alternatives. This stage depended on an outside partner, with a week per document and uneven quality every time. Without a reliable second stage, the firm couldn't launch sales.
02What changed
- A document in minutes
15–26 pages in Google Docs 3–5.5 minutes after the lawyer uploads the consultation recordings, with the link delivered to Telegram.
- Mismatches in plain sight
the AI checks the questionnaire against the consultation recordings and highlights in the dossier where the client's answers don't match.
- Only real numbers
official figures come from a reference table, and missing data is marked “to clarify”.
- The firm's own method
the document follows its templates and criteria; prices and the final say stay with the lawyer.
03How it works
- 01
The client fills in a questionnaire, by voice from a phone if they like
- 02
The lawyer uploads the consultation recordings; the AI builds a dossier
- 03
The system writes the strategy using the firm's method
- 04
The lawyer gets the finished document in Telegram
The team said it was more than they had expected. The head of the firm singled out the client dossier. The collaboration continues, and the system is being extended to new case types.
Sample data: fictional personas; the firm's name and personal data are redacted.
The same approach, built for your task
Here it's immigration strategies. The same pattern (conversation recordings + questionnaire → fact-checked dossier → a document built on your methodology) fits any expert service where a consultation should end in a serious document.
- 01Lawyers and attorneys
a case position, an evidence plan and the risks, right after the first meeting.
- 02Consulting and audit
a report from interviews with the client's team, with figures from your own references.
- 03Financial and insurance advisers
a personal plan from the questionnaire and the call, with calculations from your spreadsheets.
- 04Recruiting and HR
a candidate profile after the interview: what was said, what contradicts the CV, what to clarify.
Your method and templates stay yours: the system follows them, and the specialist has the final say. I'll build one around your process.
Under the hoodTechnical details for specialists
- Dual transcription for mixed speech
mixed Ukrainian-Russian speech goes through two recognition models, and the AI sees both versions as one conversation.
- Numbers from a reference, not the model
official data is loaded into n8n tables; the model only picks the occupation code.
- An honest method
the system says when a route is premature and suggests a more realistic one.
- An error watchdog
any failure goes straight to Telegram with a link; if an optional part fails, the document still goes out, flagged.
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