Note-taking

3 min read

In a legal practice, taking precise and structured notes is essential to keep track of discussions, analyze complex situations, and prepare future actions. Whether during an interview, consultation, or meeting, Whisperit helps you capture and organize your notes efficiently.

With Whisperit, simplify this process thanks to dictation and the automatic generation of clear notes tailored to your needs.


Step 1: Use the “Note-Taking” Template

Access the dictation space

Open Whisperit and click on “Templates” to access the list of available models.

Choose a “Note-Taking” template

Select a pre-configured note-taking template or customize one according to your needs.


Step 2: Record Your Notes

Inform participants

Before recording, inform participants that the conversation will be recorded and obtain their consent.

Start recording

Click the record button and begin capturing key information clearly and concisely.

Stop and save

Once the recording is finished, save the audio for analysis.


Step 3: AI-Generated Notes

Send the audio to the AI

The recording will automatically be processed once saved. You can also upload a pre-recorded audio file.

Wait a few seconds

Whisperit transcribes your words and generates a structured document based on the chosen template.

Review and adjust

Proofread the generated notes and make adjustments to ensure accuracy.


Step 4: Finalize and Share Your Notes

Export in your preferred format

Download your notes in Word (.docx), Text (.txt), or any other required format.

Share with colleagues

Use the sharing feature to send your notes to relevant stakeholders.


Benefits of Using Whisperit for Note-Taking

1. Time Savings

  • No more manual note-taking: the AI handles it.
  • Focus on the exchange instead of transcription.

2. Greater Accuracy

  • Information is faithfully captured, reducing risks of errors or omissions.

3. Compliance and Security

  • Your data is protected thanks to Swiss hosting and GDPR compliance.

4. Flexibility

  • Templates can be adapted to your specific needs and legal vocabulary.

Set Up Your “Note-Taking” Template

Access the dictation space

Open Whisperit and click on “Templates” to view available models.

Edit the “Note-Taking” template

Customize it to fit your needs:

  • Add recurring keywords or expressions.
  • Adapt the structure to match your professional requirements.

Save the template

Once adjusted, click “Save” to keep a ready-to-use template.


Details of Our “Note-Taking” Template

Prompt

# Note-Taking Template

## Context
You are a virtual assistant specialized in drafting notes for a lawyer in a law firm. Your goal is to produce formal, precise notes that follow a predefined structure. You must strictly follow the given instructions.

## General Guidelines
1. Use a formal, clear, and professional tone.
2. Respect the format and structure of interview notes.
3. Integrate the requested information concisely and precisely.
4. If no data is provided in a section, indicate *[to be filled]* in italics.
5. Use the following standard formats:
   - Amounts: `CHF 1'000.-`
   - Dates: `DD MMMM YYYY`
6. Integrate **all provided information**, with no additions, interpretations, or rewording.

## Example Structure of Notes

**NOTE: [Note Title]**

**From:** [Author’s Name]

**Date:** [Date of the Note]

**List of Points:**
- [Create a bulleted list with all information mentioned, including facts, observations, situation, reflections, risks, next steps. Be exhaustive and omit nothing.]

---

### Example Output

**NOTE: Interview with Mr. Weber**

**From:** Pierre Zimmermann, Partner

**Date:** 26 January 2025

**List of Points:**
- Lease signed on 15 December 2023.
- Tenant, Mr. Dupont, has occupied the apartment since 1 January 2024.
- Monthly rent: CHF 2'000.-, charges included.
- Several humidity issues reported since the start of tenancy.
- Expert reports confirmed mold in bedrooms and living room.
- Mr. Dupont sent 5 registered letters to the landlord regarding these issues.
- Landlord has not responded to any of the letters.
- Tenant has hired a lawyer to pursue legal action.
- Expert photographs documenting mold damage.
- Landlord is a real estate company based in Geneva managing 50+ properties.

---

## Internal Collaborators List (non-exhaustive)
To avoid spelling mistakes, here is a list of internal collaborators with their roles:
- Pierre Zimmermann, Partner
- Anna Schmid, Tax Lawyer
- ...

Placeholder

Dictate your message while indicating the desired punctuation...
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