Where does the letter's closing line come from?

From Verbato: a brief professional close that invites questions and adds no new substance. Everything else in the letter comes from what was said in the meeting.

Does the letter go to the client automatically?

No. It comes to you as a draft. Read it against the transcript, correct what needs correcting, and send it yourself, on your letterhead and through your own channel.

Does it include everything that is in the file note?

No. The file note is your internal record. The letter recaps what was discussed, the advice as given and the next steps, in language for the client. Both are written from the same recording.

What if we set no dates for the next steps?

Then the next steps carry no dates. Who does what is stated as it was agreed, and no deadline is invented for either side.

What you agreed in the meeting, confirmed to your client in writing.

Verbato writes a client follow-up letter from the recording of your meeting. A client follow-up letter confirms in writing what was discussed in a meeting, the advice as it was given and the next steps for each side.

For lawyers who confirm each meeting to the client in writing.

Start with a recording

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Free plan: 2 h of audio a month. Files up to 40 min.
Without an account, your recording is held for 24 hours. It starts when you create your account; if you don't, it is deleted.
Your recordings are never used to train or improve models.

Your recording is saved for 24 hours. It starts when you create your account.

What is said, and the client follow-up letter you get back

Illustrative example

The transcript excerpt and the document are written to show the format. Every name, figure and quote is invented.

What is said · transcript excerpt

33:10
Lawyer
So, to recap. My advice is that a formal letter of demand goes out before we consider any proceedings. We talked about the risk of a counterclaim over the defect they allege. You'll send me copies of the delivery note and the invoice by the sixteenth of May, and then I'll prepare the letter of demand.
33:31
Client
That's clear, thank you.

appears in this excerpt

What comes back · client follow-up letter

Reference

Ms Elena Ruiz — unpaid invoice no. 0412, Harlow Fittings Ltd — our meeting of 14 May.

Summary of our meeting

We discussed the outstanding balance of £13,640.00 on invoice no. 0412 and how best to recover it.

Key points

I advised that a formal letter of demand should be sent before any proceedings are considered. We also discussed the risk of a counterclaim relating to the defect the Debtor has alleged. (appears in this excerpt)

Next steps

You will send me copies of the delivery note and the invoice by 16 May. I will then prepare the letter of demand. (appears in this excerpt)

Closing

Please contact me if you have any questions.

Illustrative example

End of the illustrative example. Neither the excerpt nor the document was produced by Verbato.

How your client follow-up letter is written

The letter recaps the advice you gave. It never adds new advice.
Written in plain professional language your client can follow.
Figures and deadlines appear as stated, never rounded or approximated.

Your format, not ours

The sections of your client follow-up letter and the way it is written are yours to change. To fix a document, say what is wrong in your own words.

1You correct it
“Keep the Summary of our meeting short.”
That client follow-up letter changes. Nothing else does.
2You say it again
Make the same correction on a later client follow-up letter and Verbato asks: “You've changed this before. Always?”
3You decide
Answer “Always” and it is kept as a rule, applied from your next client follow-up letter on. Answer “Just this once” and nothing is kept. Documents already written stay as they are, and nothing becomes a rule unless you confirm it.
4Your rules
I keep “Summary of our meeting” short.Undo
Every rule you have kept is listed, and you can undo any of them. An undone rule stops applying from your next client follow-up letter.

How it works

Upload a file, paste a link, record in your browser, or send a voice note by Telegram or email. Verbato makes a word-for-word transcript, which you can edit and which stays beside the document. Your client follow-up letter is written from it, in minutes.

Recording limits

A recording made in your browser can run up to 30 min on every plan; a longer session goes in as a file you upload. A free account takes recordings of up to 40 min each; for longer ones, see pricing.

Your recording

Deleted after 7 days by default, together with its transcript and documents. You can keep a project longer, up to your plan's limit. Deleting a recording leaves a receipt you can download. Nothing you record is used to train or improve AI models.

Questions about the client follow-up letter

Where does the letter's closing line come from?: From Verbato: a brief professional close that invites questions and adds no new substance. Everything else in the letter comes from what was said in the meeting.
Does the letter go to the client automatically?: No. It comes to you as a draft. Read it against the transcript, correct what needs correcting, and send it yourself, on your letterhead and through your own channel.
Does it include everything that is in the file note?: No. The file note is your internal record. The letter recaps what was discussed, the advice as given and the next steps, in language for the client. Both are written from the same recording.
What if we set no dates for the next steps?: Then the next steps carry no dates. Who does what is stated as it was agreed, and no deadline is invented for either side.

Hold the meeting. Review the letter. Send it under your name.

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