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SummrexCapture

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Email Password

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Email

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Code from the app Remember this device for 30 days

Local preview: a stand-in sign-in with synthetic users. Nothing here is a real account.

Today

Ask for a retainer in a sentence

What was understood opens in the form for review; only what is missing is asked.

Consults and meetings

Queue

What are you recording?

Type Pick from today

Name Email (consults)

Filled from the booked record. Editing changes the name on this capture; the booking keeps its own details.

Recording notice

This wording is pending the firm's approval.

This server transcribes with a test double: the summary will come from a synthetic transcript, not from what is said here.

Sound check

Record from Microphone only Microphone + computer audio

Microphone

not heard yet

Computer audio

not shared

Use headphones while both are recorded, so the call's sound does not reach the microphone as well and echo in the recording.

Read the notice aloud, then ask "Does everyone agree?" Wait for a spoken yes from each person, including interpreters and family members, then tap.

Recording

0:00

Notes

Recording was declined. Type or dictate your notes; the summary runs on them.

Captures

Back

Summary PDF Download folder

Or ask for the retainer in a sentence (the consult's facts are used)

Speakers and filing

Change type Reassign to a booked consult

Back

Retainer

Legal fee (dollars)

Consultation fee Paid (dollars, blank if unknown) Credited toward the legal fee

Instructions (optional) Just this once (do not learn from these instructions)

Another consult

Back

New retainer

Ask in a sentence

Case type Or describe a new matter type in one sentence Party structure

Legal fee (dollars) Consultation fee paid (dollars, blank if none) Credited Discount (dollars) Payment plan parts Language Instructions Just this once

Retainers

Back

Download .docx

Change list

Unfiled meetings

Rules

Learned preferences

Don't suggest recording for

Title keywords (one per line) Attendee emails (one per line) Attendee domains (one per line)

Remembered devices

Password

Use for future retainers

What to remember

For This case type (my retainers) All my retainers The firm's format (owner approval; the format check follows it)

A wording change inside the approved scope still waits for approval. A format change becomes a firm format change.

Also use this in the firm's template for future retainers?

The letterhead is the firm's fixed text. The change stays on this retainer either way; a yes makes every future retainer carry it. Only an owner or an attorney can say yes.

Two-factor check

Code from your authenticator app

Change password

Code from your authenticator app New password Confirm password Code from the email we just sent

Command menu

Up and down to choose, Enter to run, Escape to close. Pages also answer G then T, C, U, R or L.