Do you guys use AI note taking during internal meeting or external meeting with counsel or client? Or do you use regular recording? I saw Zoom has a transcribing feature now but I don’t think we are allowed to use it at any time.

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Absolutely not. This can be a privilege waiver.

likesmarthelpful

You should tell them it’s a privilege waiver and should be turned off

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Nope. Wouldn’t want our outside counsel to either and pretty sure our guidelines prohibit it.

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Outside counsel guidelines

dont let the convenience of AI seduce you into waiving your rights

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Never and I tell clients on phone calls the risks of using an AI note taker. A lot of people use these tools for listening in on phone calls now too.

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Best of luck to your firms general counsel

likefunny

I believe if you are using a paid pro version , or using this feature through a legal software like Clio, it may be protected...

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Absolutely not.

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Agreed with absolutely not. I never permit it on calls I’m on with my internal teams and definitely would not with an external party. Not looking to waive privilege or create bad documents.

likesmart

You can certainly disagree, but I personally think the issue is more nuanced than “absolutely no AI note-taking.”

If we’re only talking about AI, legal profession has adapted to every major technological shift before, and I think AI is simply the next one, it’s already happening.

Law firms have already started to use AI for legal research, document review, and drafting. My old firm (plaintiff side) prohibited any type of AI involvement while some BigLaws were already starting to use Harvey at the time.
(My current firm uses Westlaw CoCounsel)
And I personally think lawyers who don’t know how to work with AI will eventually have a problem because AI is an unavoidable trend.

For note taking in general, I’d much rather see firms adopt secure, enterprise-contracted services with encryption, contractual protections, and clear internal policies. That seems like a better long-term approach for firm governance and risk management. Because I think people out there can use regular transcription or AI note-taking without disclosure, to be honest…(and I’ve seen clients using AI note service during meeting too, occasionally. That was when it was explicitly showing on Zoom. People can use it without me seeing anything on Zoom esp with remote working nowadays)

I also don’t think this is just about convenience. It’s about improving the efficiency of legal practice in 2026 while continuing to meet our ethical obligations.

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Yeah of course, that’s what I think too :) Sorry for confusion but i actually wanted to ask people whether any firm is using secured and encrypted note taking service.

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I see a lot of lawyers using AI note takers and none using the recording option.

Using an enterprise account on any platform hasn’t been challenged on privilege grounds yet, so we don’t know what could happen.

I wouldn’t want to be the test case.

likefunny

So what do you guys use???

We manually take notes lol

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My firm uses it whether we want it or not. It is automatic on every meeting with our attorneys, any sessions with our team or any training sessions. I don't know if it is used for outside meetings as I do not participate in any.

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