One conversation. Every reader gets the version written specifically for them. This page shows what that feels like in practice: in the meeting, between meetings, and across the life of a case.
I.The rhythm
One working day, from the first Record to the last file.
II.The difference
A generic meeting tool produces one summary and expects everyone in the room to share it. CruxChat analyzes the conversation once and generates an independent report for every reader. The difference, side by side:
| Generic meeting tool notes | CruxChat meeting documentation |
|---|---|
| One summary for everyone in the room | A different report for every reader: attorney, paralegal, client |
| A transcript and a recap | Work product: case notes, task lists with deadlines, a client summary in plain English |
| The AI guesses what matters | Your written instructions govern every summary |
| Verify by re-reading the transcript | Every point cites its moment in the recording, and CruxVerify audits any summary on demand |
| Your recordings stay on their servers, on their terms | Deleted once processing completes. You decide what is kept, under signed agreements that prohibit training. |
III.The conversation
The recording is framed around what the client gets.
“I use a tool to record our conversation so I’m not distracted with taking notes. I’ll use that information to send you a detailed summary when we’re done.”
What attorneys tell their clients, in their own words
Clients appreciate the written summary, and are accustomed to having professional conversations recorded for that purpose (e.g., doctor visits).
IV.The setup
There is nothing to install and nothing to configure. CruxChat runs in the browser on the device you already carry, and the built-in legal personas produce useful reports from your first conversation.
During week two, you begin to explain your firm’s expectations to CruxChat using personas (which are simply instructions written in plain English). It’s the same way you’d brief a sharp associate: what to capture, what to flag, how each reader’s report should sound. Add a line whenever you notice something you want handled differently, and every summary after that follows the new rule.
When a new reader appears in a case (a guardian ad litem, co-counsel, the client’s financial planner), you create that persona yourself, in plain English, the day you need it. No feature request, no waiting on a vendor. (The 90-second overview shows how easy it is.)
V.The memory
Most conversations do their job and get deleted. The ones you save become long-term case knowledge: a searchable history CruxIntel can answer questions across, with every answer citing the specific conversation it came from.
A junior attorney joins the matter. Hand them the case: a CruxIntel overview built from every conversation, with the recordings behind it. They’re up to speed in an afternoon, not a week.
Your paralegal flags it: the client is upset, certain she never agreed to move out by month’s end. You ask the case history directly, and resolve it in minutes, from the record.
Ask the case history directly: what has the client said about the house, the schedule, the accounts. No weekend of file review.
CruxIntel works on conversations you choose to save. Your storage options, including zero-knowledge encryption, are covered on the Trust & Security page.
See it live
In a 30-minute walkthrough, we run a real conversation end to end: record, review, and send, with your practice area as the example. Then you try it free for 30 days.