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Meeting Intelligence

Turn every legal conversation into actionable work.

FernLex captures the important information from meetings and turns conversations into structured intelligence your team can use across clients, matters, tasks, and follow-up.

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The Pipeline

From conversation to action

FernLex doesn't just record meetings. It understands them.

Raw Conversation

SarahThank you for joining us today, Elena. We need to discuss the custody position statement for the September 12 hearing.
ElenaOf course. I have the school records and the counselor's release form ready.
DavidWe'll need those documents before Friday. The statement deadline is September 12.
SarahLet's also prepare the counselor declaration. David, can you draft that this week?
ElenaI can also get the tax returns from last year if that helps.

Transcription

Understand every word

FernLex uses Whisper-based transcription to convert meeting audio into speaker-attributed, timestamped transcripts. Every conversation becomes searchable text.

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Whisper Transcription
00:00:12
Sarah Chen

Thank you for joining us today, Elena. We need to discuss the custody position statement for the September 12 hearing.

00:00:28
Elena Rivera

Of course. I have the school records and the counselor's release form ready.

00:00:45
David Park

We'll need those documents before Friday. The statement deadline is September 12.

00:01:02
Sarah Chen

Let's also prepare the counselor declaration. David, can you draft that this week?

00:01:18
Elena Rivera

I can also get the tax returns from last year if that helps.

00:01:32
David Park

That would be helpful. Let's target having everything by end of day Thursday.

Live Session

Record, transcribe, and analyze — in real time

Start a live session and FernLex works as you talk: speaker-attributed transcription appears line by line while Iris extracts facts, commitments, and deadlines from the conversation.

Live audio recording with real-time transcription

Speaker diarization — every line attributed to the right person

Iris extracts facts, commitments, and deadlines as they are spoken

Notes and insights linked to the matter before the meeting ends

Live Session

Live Session — Rivera Custody Strategy

Family Law — Custody Position Statement

Live

Participants

SC

Sarah Chen

Attorney

ER

Elena Rivera

Client

DP

David Park

Paralegal

Agenda

Position statement
School records
Counselor release

Start Recording

Begin a live session for this meeting

Ready

Playback

Listen to every meeting, right from the transcript

Click any transcript line to jump to that moment in the recording. FernLex syncs audio with text so you can verify context instantly.

Click-to-seek — jump to any point in the recording

Speaker diarization — know who said what

Save transcript excerpts directly to case notes

Search across all recordings and transcripts

2:14 / 5:00
Speed:

Synced Transcript

1:45
Sarah Chen

Let's also prepare the counselor declaration.

2:00
David Park

We'll need those documents before Friday.

2:14
Elena Rivera

I can also get the tax returns from last year.

Before the Call

Walk into every meeting prepared

FernLex gathers everything you need — past meeting notes, client history, open tasks, upcoming deadlines — into a pre-call briefing before you join.

Context from past meetings surfaced automatically

Open tasks and commitments visible at a glance

Upcoming deadlines highlighted before you join

AI-generated discussion points for the call

Pre-Call Briefing

Generated from past meetings and client data

Follow-up Call — Kovalenko

Robert Chen
·Family Law
Context from past meetings
•Client confirmed receipt of documents — will respond by Friday
•Filing deadline in two weeks — documents need preparation
Open tasks
Follow up on Monday if no client response
Prepare documents for filing deadline
Upcoming deadlines
Sep 7— Filing deadline
Suggested discussion points
1Confirm client response status
2Discuss document preparation timeline
3Review filing checklist

Intelligence

Extract what matters

FernLex goes beyond transcription. It identifies facts, admissions, agreements, commitments, deadlines, and legal issues — structured and categorized.

Summary

Overview of meeting purpose and key outcomes

Facts

Key factual information identified in the conversation

Admissions

Statements that may constitute admissions

Agreements

Terms or positions agreed upon by parties

Sentiment

Understand the tone of every conversation

FernLex analyzes the overall sentiment of each meeting — positive, neutral, negative, or mixed — so you can track client relationships and spot issues early.

Overall meeting sentiment scored automatically

Track sentiment trends across meetings over time

Flag negative shifts for early intervention

AI-powered analysis considers context, not just keywords

Sentiment Over Time

Jun
Jul
Aug
Sep
Oct
Nov
Latest MeetingPositive

Client Strategy Call — Rivera · Aug 22, 2026

Positive
68%
Neutral
24%
Negative
8%

From Conversation to Work

Turn discussion into action

FernLex identifies commitments made during meetings and creates tasks, assignments, and follow-ups your team can act on.

Meeting Commitment
FernLex Identifies
Task Created
Assigned to Team
OpenRivera — Custody Modification

Prepare custody position statement

David ParkSep 12
OpenRivera — Custody Modification

Send client document request

Sarah ChenSep 6
OpenRivera — Custody Modification

Draft counselor declaration

David ParkSep 8
ScheduledRivera — Custody Modification

Schedule follow-up consultation

ParalegalSep 15

Extracted commitments become tasks with assignments, due dates, and matter context. Calendar events are created for important dates.

Evidence

High-value statements become evidence

When someone makes a critical admission, agreement, or statement of fact, FernLex automatically creates an evidence node in the case evidence graph — linking it to the speaker, the meeting, and the matter.

Critical admissions flagged and extracted automatically

Evidence nodes linked to speakers, meetings, and matters

Full context preserved — who said it, when, and why it matters

Legal relevance scoring — critical, supporting, or supplemental

Extracted Evidence

Admissioncritical

“Client confirms school enrollment and document availability”

Elena Rivera
Factsupporting

“Position statement deadline is September 12”

David Park
Agreementsupporting

“Counselor declaration to be drafted this week”

Sarah Chen

Sources

Meetings come from everywhere

Upload recordings, import from Zoom or Google Meet, record in the browser, or start a live session. FernLex handles every source.

Browser Recording

Record mic + system audio directly in the browser. Capture Zoom, Meet, or any meeting platform.

File Upload

Upload audio or video recordings. Supports common formats.

Zoom Import

Connect your Zoom account via OAuth. Import cloud recordings automatically.

Google Meet Import

Connect your Google account. Search Drive for Meet recordings and import.

Live Session

Start a live recording session. Real-time transcription as the meeting happens.

Calendar

Sync with your calendar, automatically

FernLex connects to Google Calendar and Outlook to sync meetings, send invites with video call links, and create calendar events from extracted deadlines — all automatically.

Two-way sync with Google Calendar and Outlook

Auto-create events from extracted deadlines

Meeting URLs attached to calendar invites

Reminders and follow-ups scheduled automatically

Connected Calendars

Synced

Google Calendar

sarah@hartleylaw.com

Outlook Calendar

sarah.hartley@outlook.com

Upcoming Synced Events

Follow-up Call — Kovalenko

Sep 7, 2:00 PM

Position Statement Deadline

Sep 12

Document Collection Due

Sep 6

Connected Context

Your meetings belong to your clients

Every meeting is linked to the client and matter it concerns. Intelligence, tasks, and decisions live where the work happens — not in a separate notes app.

Associate meetings with clients and matters during upload or recording. FernLex connects the conversation to the work that follows.

Client Strategy Call — Rivera

August 22, 2026 · 45 min

Client

Elena Rivera

Matter

Family Law

Custody Modification

Meeting Type

Client Consultation

Meeting Intelligence

Summary, facts, commitments extracted

Tasks Created

3 tasks assigned to team members

Calendar Events

Follow-up consultation scheduled

History

Every meeting, organized

Search, filter, and revisit past meetings. Every conversation is preserved with its intelligence, transcripts, and extracted work.

AllCompletedIn ProgressFailed

Client Strategy Call — Rivera

3 participants · 45 min · Client Meeting

Completed

Today

Case Strategy Meeting — Rodriguez

4 participants · 60 min · Internal

Completed

Yesterday

Internal Matter Review — Kim IP

2 participants · 30 min · Internal

Completed

Aug 18

Initial Consultation — Park Employment

3 participants · 50 min · Client Meeting

Completed

Aug 15

Participants

Know who was in the room

FernLex tracks every participant — their role, whether they're the host or client, and links them to the case. Participant emails are used to auto-link meetings to the right matters.

Automatic participant detection from recording metadata

Role tracking — host, attorney, client, paralegal

Email-based auto-linking to cases and clients

Multi-language speaker detection

Meeting Participants

SC

Sarah Chen

Host

Attorney · sarah@hartleylaw.com

Attorney
ER

Elena Rivera

Client · elena.rivera@email.com

Client
DP

David Park

Associate Attorney · david@hartleylaw.com

Associate Attorney
Auto-linked to case via email matching

Case Scoring

Meetings power your case health score

Every meeting with intelligence contributes to your overall case health score. FernLex tracks meeting quality, resolution of admissions, and commitment follow-through — giving you a real-time pulse on every matter.

Meeting score contributes 10% to overall case health

Bonus points for processed meetings with intelligence

Deductions for unprocessed meetings and unresolved admissions

Real-time scoring visible in the case intelligence tab

Case Health Score

88%Overall

Score Breakdown

Completeness
92%
Documents
85%
Meetings
80%
Meeting Contribution

4 meetings processed · 2 unresolved admissions · 8 commitments tracked

+10 per meeting with intelligence
-10 per unprocessed meeting
+15 if no unresolved admissions

Review + Control

AI does the first pass. Your team stays in control.

Every piece of intelligence FernLex extracts can be reviewed, edited, confirmed, or rejected by your team. Nothing becomes firm work without approval.

Attorney review before any extracted task enters the firm's workflow.

AI-Generated Task

CommitmentPending Review

Prepare custody position statement

Assigned to: David Park · Due: Sep 15 · Matter: Rivera — Custody Modification

Meeting Intelligence

Every conversation becomes actionable work.

FernLex captures your meetings, extracts what matters, and turns conversations into tasks, deadlines, and client insights — all connected to your matters.

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