Bankers spend 45–90 minutes after every client meeting writing notes, updating CRM, sending follow-up emails, and creating action logs — time that is rarely billable and leaves institutional knowledge fragmented.
Matter management systems are not integrated with communication channels. Every update requires parallel entry into multiple systems, and when a team member leaves, deal context leaves with them. Eight to ten hours per week per fee earner is lost to post-meeting administration — and the problem compounds as deal complexity grows.
When a colleague left we lost six months of deal context because it lived in his inbox. Now everything is captured, structured, and searchable. I can brief a new team member on a deal in minutes. It's transformed how we retain knowledge.
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