An executive briefing for legal leaders

Your firm runs on client conversations. How many can you account for?

Not the attendance note typed up two days later. The conversation itself. What was asked. What was promised. How long it took. And whether anyone can find it. On 8 October twenty legal leaders watch an AI agent take a law firm's client conversations and write that record itself.

What an unrecorded conversation costs a law firm

Revenue in

The enquiry that came in at ten past seven and instructed somebody else.

Revenue out

The hour on a call or a video meeting that never reached a timesheet.

Governance

The conversation that ended with nothing in the matter file.

Three costs and one cause. Nobody owns the conversation.

DateThursday 8 October 2026
Time2:00pm to 6:00pm
VenueZoom EBC, 71 High Holborn, London
Room20 leaders from UK firms of 200 to 800

Already live in UK firms and chambers.

Ashtons Legal Harrison Drury Garden Court Chambers
Where the money goes

Revenue in

£1,200 of new matter revenue leaves with every enquiry that instructs elsewhere1

After six your firm sounds like a stranger. The caller decides what that means.

Revenue out

4.16 hrs of chargeable time per fee earner goes unrecorded every week2

Just under £2m a year across 50 fee earners at £194 an hour before realisation and collection take their cut.

Governance

1 in 4 complaints never reach a final response letter3

First tier handling fails on the conversation nobody recorded.

Your firm prices every billable minute it records. Nobody counts the rest.

Every other channel in the firm has an owner.

MattersA supervising partner
BillsThe finance team
The websiteMarketing
Client conversationsNobody

So nothing reports on them. A missed enquiry throws no error. Time recorded on Friday for a call taken on Tuesday appears on no dashboard.

None of this is a failure of legal advice. It is a failure to record what was said and answer for it.

And 93% of what a fee earner bills goes on covering their own cost.4 Which makes recovered time almost entirely profit.

Two firms already doing it

What changed when they fixed it.

Both of these are revenue the firms had already earned and were not capturing.

"Requests to produce typed attendance notes dropped by 80% over the first four months."

A 400 person firm across East Anglia four months after go live. Not a proof of concept and not a pilot waiting on a business case.

Luke Hurst
Chief Information Officer at Ashtons Legal

What it protected

Fee earner hours that were going on writing up rather than on chargeable work. The firm did not cut its fees. It stopped paying qualified people to type.

62% fewer people needed on the secretarial team.

  • Every client conversation recorded rather than a sample of them
  • Attendance notes and chargeable time captured automatically
  • Three systems consolidated into one
Harrison Drury
Seven offices across Lancashire and Cumbria

What it protected

Capacity and the record. Time now reaches the matter file whether or not anyone remembers to put it there. That is where recovery and lock up both start.

The live demo

A live AI agent and the revenue it protects.

One agent across the whole client conversation and what it protects at each of the three.

Revenue in

The front door

A new enquiry answered around the clock and routed to the right person instead of sitting in a shared inbox until Monday.

  • Qualified against your own intake criteria and answered in your firm's voice
  • Never gives legal advice and hands over with the conversation attached

Revenue out

Every billable minute of client engagement

Every channel a client uses to reach you. Each one recorded and written into the file in the format your firm uses.

  • Captured as the conversation happens rather than reconstructed on a Friday
  • Written into the case management system you already run

Governance

Fully auditable

Every interaction logged with its intent and its outcome. Defensible when the SRA or the Ombudsman asks.

  • Theta Lake powers Zoom Compliance Manager so everything is retained and audit ready
  • UK jurisdiction so client data never crosses the border

Three costs closed by one agent in a firm that still has to answer to the SRA.

The afternoon

2:00pm to 6:00pm on Thursday 8 October.

You leave with your own three costs sized for your firm. A governance and deployment framework you can put in front of a board. And straight answers from a firm that has already done it.

  • 2:00 Arrival and coffee. Twenty legal leaders and nobody presenting at you yet.
  • 2:30 Mark Taylor · CEO · Fortay Connect What is it costing you now and what becomes possible when it stops? Your three costs sized on your own charge out rate. Then where this is genuinely heading for UK firms.
  • 2:45 Luke Hurst · CIO · Ashtons Legal What changed when 400 fee earners stopped typing? Four months of live results and the awkward questions answered.
  • 3:10 ZoomLive What happens to an enquiry that arrives at ten past seven? Answered and qualified and routed. Then the attendance note and the billable minutes land in the file while you watch.
  • 4:10 The room Would it survive your firm? Bring the enquiries your front of house handles worst and put them to the people who built it.
  • 4:35 Fortay Connect and Zoom What do you tell your board? Where the data sits and how long it takes. An answer for your COLP. You leave with the framework.
  • 5:00 Drinks and networking. Usually the useful part.

Zoom Executive Briefing Centre, 71 High Holborn, WC1V 6EA. Four minutes from Holborn and six from Chancery Lane. Directions in Google Maps or Apple Maps.

Reserve your seat

Five fields. We will confirm your place within one working day.

If 8 October does not work

Put your own numbers on it in about a minute.

The cost analysis sizes all three costs for your firm using your own charge out rate and fee earner count.

Reserve a seat · 8 October