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Free Template

Client meeting notes that survive the case file.

Issues, obligations, deadlines, action items. Structured for matter management. Or record the consultation and let AI structure the notes for you.

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Who uses this template

›Attorneys conducting client intake and consultation calls
›Paralegals organizing matter files
›Solo and small-firm lawyers without enterprise practice management

The template

Copy this structure into Word, Google Docs, Notion, or your favorite notes app. Or skip the manual work and let Note Genie generate the legal consultation notes for you from a recorded meeting.

Matter & Parties

Matter name, client name, opposing party, and any conflict notes.

Facts as Stated

Client's narrative of facts, in chronological order, with any contradictions flagged.

Legal Issues Identified

Causes of action, defenses, and unresolved legal questions that need research.

Client Obligations

Documents to provide, witnesses to identify, payments due.

Deadlines & Statutes

Filing deadlines, limitations periods, and procedural dates.

Recommended Actions

What the attorney advised and any further investigation needed.

Privilege & Scope

Engagement scope confirmed and any limitations on representation noted.

Tip: Copy the plain-text version below into your document, then save as .docx or .pdf. Or download the AI version that fills it in automatically — see the example below.

Plain text — copy & paste

LEGAL CONSULTATION NOTES
========================

Meeting: ___________________________
Date: ___________________________
Attendees: ___________________________

1. MATTER & PARTIES
   (Matter name, client name, opposing party, and any conflict notes.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

2. FACTS AS STATED
   (Client's narrative of facts, in chronological order, with any contradictions flagged.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

3. LEGAL ISSUES IDENTIFIED
   (Causes of action, defenses, and unresolved legal questions that need research.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

4. CLIENT OBLIGATIONS
   (Documents to provide, witnesses to identify, payments due.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

5. DEADLINES & STATUTES
   (Filing deadlines, limitations periods, and procedural dates.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

6. RECOMMENDED ACTIONS
   (What the attorney advised and any further investigation needed.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

7. PRIVILEGE & SCOPE
   (Engagement scope confirmed and any limitations on representation noted.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

AI-generated example

What the AI gives you back

Here's what Note Genie produces when you record a meeting and apply the Legal Consultation Notes template. No manual typing.

Initial Consultation — Smith v. Acme Corp.

Issues: 1) Breach of employment contract (severance clause). 2) Potential retaliation claim under state whistleblower statute. 3) Non-compete enforceability under updated state law.

Deadlines: Statute of limitations on retaliation claim — 11 months remaining. Demand letter response deadline — 21 days from receipt.

Client obligations: Provide signed employment agreement, last 6 months of email correspondence, performance reviews from past 24 months, by next Monday.

Next steps: Attorney to draft demand letter by Friday for client review.

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Tailored for legal

See how teams in legal use Note Genie day to day — workflows, real examples, and what changes when AI handles the notes.

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