Intake call summaries the partner can actually read — small law firm
Client: 3-attorney personal injury firm (anonymized)
Managing partner was spending 90+ minutes a day reading intake notes from the paralegal. Plan tier laid out the exact tool stack (existing call recording → Whisper → Claude → email summary) and the prompts to use. Firm implemented it themselves with the plan. Partner now skims a 4-bullet summary in 90 seconds.
- plan delivered
- 8 days
- firm built it themselves from the plan
- $0 setup
- ongoing cost (Whisper + Claude API)
- ~$22/mo
Challenge
Firm had been told by a vendor they needed a $1,400/mo "legal AI" platform. The actual problem was simple: turn a 30-minute intake recording into a 4-bullet summary the partner can read in under 2 minutes.
Approach
Plan tier. We wrote a step-by-step blueprint: where to drop the recording, the Whisper transcription step, the exact Claude prompt for the 4-bullet summary, and how to email it to the partner. Two follow-up calls during the next 30 days while their assistant set it up.
Outcome
Partner reclaimed roughly 7 hours a week. Firm spent $999 once and runs at ~$22/mo in API cost. They've since asked for a Build engagement to do the same thing for medical record summaries.
Stack
- OpenAI Whisper (transcription)
- Claude (summarization)
- Existing call recording (already in place)
- Gmail
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