Easy-to-Use IR Reports with Voice, Transcription, and AI Summaries

Every client interaction matters. Whether it's a quick phone call, a closing discussion, or an intro call with a new prospect, documenting what was said—and what needs to happen next—is essential for effective case management. But who has time to type up detailed notes after every conversation?

MyLawyerLink's Interaction Reports (IR Reports) make it easy to capture and organize client interactions without the hassle. Record by voice, type your notes, or do both. We handle the rest.

Two Ways to Create an IR Report

Type Your Notes

Sometimes the fastest approach is to type. Open the IR Report modal from any case or client page, select the report type, and type your notes directly. Hit save and you're done. Your report is stored as a case document and linked to the right matter.

Record by Voice

Prefer to speak? Click Record voice and capture the conversation—or your recap—right in your browser. No separate recording app, no uploading files from your phone. Record, review with the built-in playback controls, and save. You can re-record if needed or add optional text notes alongside the audio.

Voice recordings are automatically transcribed using industry-leading speech-to-text, so you get a searchable transcript without lifting a finger.

Automatic Transcription and AI Summaries

When you save a voice IR report, MyLawyerLink processes it in the background:

• Full transcription – A complete, searchable text version of your recording
• AI-generated summary – A concise overview of what was discussed
• Key points – The main topics or takeaways extracted from the conversation
• Action items – Follow-up tasks and commitments explicitly mentioned

This means you can skim the summary instead of re-reading the whole transcript, and you'll never lose track of what you promised to do.

Report Types for Every Interaction

IR reports support multiple interaction types so you can categorize calls at a glance:

• Client phone call – Direct client conversations
• Prosecutor phone call – Communications with opposing counsel or prosecutors
• Other phone call – Third-party or general calls
• Closing call – Closing-related discussions
• Intro call – New client or prospect introductions
• Info only – Informational calls with no follow-up needed

Choose the type that fits, and your reports stay organized and easy to filter.

Where IR Reports Live

IR reports are stored as case documents. They appear in the Documents section of the case with a clear label (e.g., "IR report Dec 14, 2025") and are linked to the client and case. Your team can view, download, and reference them from the case page or client profile.

Create IR Reports from the Right Context

You can create IR reports from:

• Case page – When you're already working on a case
• Client page – When you have multiple cases for a client, you can choose which case to attach the report to
• Event completion – After completing an event, you can optionally fill out an IR report right away

Why Document Interactions Matter

Documenting client interactions:

• Protects your practice – A clear record of what was said and agreed to
• Improves follow-through – Action items are captured and visible
• Supports case management – Easy to review past conversations when preparing for court or meetings
• Enables team collaboration – Everyone on the case can see the same context

Get Started

IR reports are built into MyLawyerLink's case and document workflows. No extra setup required—just open a case, click Create IR Report, and choose whether to type or record. Your interactions stay documented, searchable, and summarized.

Ready to streamline how you document client interactions? Start your free trial and see how easy IR reports can be.