After every client meeting, three people walk away needing different things from the same conversation: you, your paralegal, and your client. Every undocumented detail is a potential liability, since 70-80% of malpractice claims stem from communication failures (not technical errors).
Generic tools produce one summary. Forward it to everyone, and your client sees strategy notes meant for you. Edit separate versions, and you've lost the time you were trying to save. Generic summaries are great for generic audiences, but legal conversations have unique needs.
CruxChat captures in-person conversations so you stay fully present. From one conversation, it creates role-specific summaries: strategic insights for you, task lists for your paralegal, plain-English recaps for clients. Every point traces to specific transcript lines for single-click verification.
One conversation. Three summaries. No misunderstandings. That's how you build the kind of trust that generates referrals.
The Daily Struggle
These aren't just inconveniences—they're trust-eroding problems that cost you referrals and peace of mind.
When you're writing, you're not making eye contact. Clients going through divorce or estate disputes need to feel heard—but your notes are pulling you away from the human connection that builds trust.
Clients leave with different memories of what was discussed. Without clear documentation, these misunderstandings erode trust, trigger repeat calls, and sometimes become formal complaints.
Brief notes can't capture full context. When your paralegal follows up, when cases transfer, or when you revisit months later, critical background is missing—forcing redundant conversations and frustrating everyone.
When action items and deadlines aren't clearly captured and communicated to both your team and your client, things fall through the cracks—leading to emergency filings, upset clients, and unnecessary risk.
The CruxChat Solution
CruxChat captures your client meetings and generates tailored summaries for each reader. You control what each person sees, how it's written, and what matters most. Everyone is aligned, avoiding follow-up calls asking "what did we decide?"
Role-Specific Intelligence
Understanding means different things to different people. CruxChat ensures each person receives information tailored to their role and responsibilities.
For Attorneys
See the full picture—case strategy, client dynamics, and opportunities you might have missed while listening.
For Paralegals
No more second-guessing what happened in the meeting. Get clear direction with full context for every task.
For Clients
Clients finally know exactly what was discussed, what they agreed to, and what happens next—eliminating confusion.
Key Capabilities
Complete Traceability
No more wondering "why does this task exist?" or "who agreed to this?" Every item in every summary links directly to the specific transcript lines where it was discussed.
Click any point to see the exact words spoken. Instant verification, complete confidence, zero disputes.
Client agreed to provide last three years of tax returns by November 30th.
View source [lines 127-129]CruxInsights
CruxInsights goes beyond transcription to identify the emotional dynamics that matter. When a client expresses anxiety about custody, you don't just get a note—you get a specific recommendation to send the custody worksheet today.
Turn "client seemed worried" into concrete actions that build trust and prevent issues before they escalate.
Detected Concern
Client expressed significant anxiety when discussing custody arrangements, particularly around holiday scheduling.
Recommended Action
Send custody worksheet and holiday planning template TODAY to address anxiety and demonstrate proactive support.
Precision Without the Wait
Summaries in under 2 minutes—review key points before your client leaves. And unlike generic tools, CruxChat's premium AI catches the nuances that matter: the hesitation, the unspoken concern, the critical detail mid-sentence. Fast and precise.
Full Customization
Not a black-box AI. You decide what each report contains—what gets emphasized, what gets simplified, what gets excluded. Redact financials from client summaries. Translate legal jargon to plain English. Show the paralegal every deadline; show the client only what they need. Your rules, your reports.
Practice Areas
CruxChat excels in practice areas where client emotions run high, stakes are critical, and building trust through every interaction matters most.
Navigate emotionally complex consultations with confidence. Generate empathetic client summaries, detailed paralegal task lists, and comprehensive case documentation—all from a single conversation. Never miss critical custody details, financial disclosures, or filing deadlines.
Capture complex beneficiary wishes and asset distributions accurately. Create clear client confirmations, detailed drafting instructions, and complete file records that prevent future disputes and ensure client intentions are honored exactly as discussed.
Build trust with clients facing the most stressful moments of their lives. Ensure every detail of their story is captured accurately while you focus on providing the counsel and reassurance they need during difficult conversations.
Document client experiences and injury details comprehensively. Capture the full story—physical, emotional, and financial impacts—while maintaining the empathetic presence that helps clients feel supported through their recovery.
Security & Compliance
CruxChat is designed so that even we can't access your client conversations. Data is processed and immediately deleted from our servers. Everything is encrypted. No data is ever stored or used for AI training.
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Gain the insight to serve every stakeholder. Earn the trust that builds your practice.
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