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03Legalafter client calls

One capture, 3 finished pieces

AG260812.CAPCaptured1:04Filed automatically

Just off the phone with the client on the contract matter. They want to proceed but not on the current indemnity clause. Their commercial deadline is the end of the month. Reviewed the counterparty's amendments this morning - clauses nine and fourteen are the live issues. Draft a letter setting out our position on both, note the deadline on the file, and diarise a review for Thursday.

Letter · draft

Our position on the proposed amendments

Further to our conversation today, we confirm your instructions to proceed subject to amendment of the indemnity provision.

Having reviewed the counterparty's mark-up, clauses nine and fourteen remain the substantive issues. We set out our position on each below, together with the amendment we propose.

We note your commercial deadline at the end of this month and have diarised the matter accordingly.

Filed · Matter file, drafts

File note · draft

Telephone attendance on the client. Instructions to proceed, subject to the indemnity provision.

Clauses nine and fourteen identified as live issues on review of the counterparty mark-up.

Client deadline: end of month.

Filed · Matter file, attendance recorded

Tasks · 2 created

Diarise the file review for Thursday.

Settle the letter on clauses nine and fourteen.

Filed · Your task list, dated

What it knows about your work

Every capture is filed against a matter, so file notes, attendance records and call summaries build up in one place rather than scattered across a notebook and an inbox.

Agentsy drafts the client letter, the file note and the next-step list, and records the time the attendance took. You review and settle everything before it leaves the office.

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