Every call and meeting captured — spoken words become notes, tasks, and billables.
What it does
Four things CaseNotes takes off the desk.
Automatic Call Transcription
Every Zoom, Teams, or phone call captured with instant transcription — searchable and billable.
Smart Meeting Summaries
Concise summaries of every discussion, so no insight is lost.
Actionable Task Creation
Tasks created and assigned automatically — nothing slips.
Insightful Client Analysis
Sentiment analysis helps firms measure client satisfaction.
In depth
Never Miss Another Billable Detail
Capture every conversation, call, and meeting automatically—turning spoken words into action items, case notes, and billable records.
Automatic Call Transcription
Client calls and meetings often go undocumented, leading to missed details. CaseNotes captures every Zoom, Teams, or phone call with instant auto-transcription—accurate, searchable, and billable.
Smart Meeting Summaries
Strategy sessions lose key points when notes aren’t captured. CaseNotes generates concise summaries of every discussion so no insights are lost.
Actionable Task Creation
Team meetings frequently lack follow-up, leaving action items forgotten. CaseNotes automatically creates and assigns tasks, ensuring nothing slips through the cracks.
Insightful Client Analysis
Important client cues often stay in memory and never reach the file. CaseNotes adds emotion and sentiment analysis, helping firms measure client satisfaction and strengthen relationships.
CaseNotes, by the numbers
- 100%
- captured
- 87%
- less manual notes
- 3x
- faster tasks
- 50%
- satisfaction lift
Works with
Sharper beside the rest of the system.
CaseNotes shares one record with every other Omnis product. These are its nearest neighbours in the Connection center and beyond.
Next step
Put CaseNotes to work at your firm.
CaseNotes is in early access. Add your firm to the list and we will be in touch — or talk to us now.