MatterAI: Revolutionising attendance notes and case progression for PI lawyers

For personal injury practitioners, accurate and timely attendance notes underpin compliance, timeliness and strategy in case management.

Traditionally, drafting and preparing an attendance note was a lengthy process, involving drafting the note, dictation, and then checking, as it passed through the hands of fee-earners, secretaries, and paralegals. This process inevitably introduced delay and left room for human error.

It is precisely this kind of friction that, at LEAP, we set out to eliminate for personal injury law firms with the integration of MatterAI.

Legacy case management systems are slow, outdated, and fundamentally unable to keep pace with the demands of modern PI practice. Our next-generation platform places intelligent automation at the heart of case progression, removing the “donkey work” and giving lawyers more time to focus on what matters: strategy, client care, and securing the best possible outcomes.

MatterAI excels at drilling into large volumes of information, cross-referencing it, and surfacing what fee-earners need in seconds. In a nutshell, it allows lawyers to:

• Turn verbal or handwritten notes into detailed attendance notes

• Prepare case chronologies

• Analyse masses of data for incongruences and missing information

Creating attendance notes in seconds, not hours

Historically, secretaries would be responsible for typing up and organising attendance notes, a process that could take hours, often leaving room for human error.

Now, imagine this: you visit a client, take handwritten notes during the meeting, scan them into LEAP using your LEAP phone app, and, within moments, MatterAI reads your notes and then transforms them into a structured, comprehensive attendance note.

As of last week, this is no longer hypothetical, as MatterAI can help PI lawyers attendance notes and extract key elements such as:

• Date, time and attendees at the meeting

• Purpose of meeting

• Client’s Social and economic history

• Accident circumstances

• Breach of duty

• Causation

• Quantum

• Evidence to be obtained

• Prospects based on current evidence

• Advice to the client and next steps

• Duration of the meeting

This is not simply a transcription. We all know how fallible human memory can be. Witness statements often diverge due to emotion, perception, or simple misremembering. MatterAI can analyse the substance of your notes, check them for inconsistencies across the wider file (for instance, client statements, medical records, and witness accounts) and flag discrepancies that could later prove fatal to a claim if left unchecked.

The applications for PI lawyers are endless, and the time savings are extraordinary.

Preparing case chronologies with intelligent automation

Similarly, by scanning all the documents and comparing them, MatterAI can build detailed and precise case chronologies in minutes, replacing a fundamental yet notoriously time-consuming step in the PI case management process.

By scanning and analysing all documents within a matter, MatterAI can produce detailed chronologies in a fraction of the time it would take even the most experienced fee earner. It ensures consistency, accuracy, and completeness, thereby facilitating confidence in progressing a matter and a more effective litigation strategy.

Analysing complex data at the click of a button

For years, paralegals have shouldered the laborious task of collating medical reports, client notes, expert evidence and witness statements into detailed summaries for case evaluation. It is skilled work but undeniably manual and time-intensive.

The advanced machine-learning algorithms powering MatterAI process historical case data, identify patterns, and even provide legal insights that help lawyers manage the progression of their cases. This enhances risk assessment, supports forecasting, and enables practitioners to support their clients throughout the process.

Previously, lawyers would attend meetings, take notes and hand them over to the secretary, who would then type them up. Then, a paralegal would manually take the notes and cross-check hundreds of pages before compiling a report; MatterAI now does that in minutes.

This is not about reducing headcount but rather about elevating the work of the next generation. With less repetitive manual work, paralegals can focus on developing the skills that will make them the agile, technology-savvy lawyers of tomorrow.

About the author

With extensive experience in Personal Injury litigation, William O’Brien previously served as Partner at Express Solicitors, where he led teams managing catastrophic injury/ serious injury/ multi-track and fast-track injury claims. As Head of Personal Injury Law at LEAP Legal Software, William ensures that technology is designed to meet the real needs of PI practitioners, enhancing compliance and client care through innovation.