HeyCounsel Newsletter

AI Notetaking For Lawyers

Author

Brian Scherer
January 24, 2026 • Estimated Reading Time: 4 minutes

Happy Saturday HeyCounsel members! We aim to get these newsletters out during the week, but sometimes the week is so crazy that it bleeds into the weekend. So tell us, is a weekend newsletter a terrible idea? Or do you not mind it?

In this edition. A CPG company is looking for help managing their Trademark portfolio; A quick breakdown on using Notion from a privacy and ethics standpoint; and how to delegate content creation with LinkedIn Ghostwriting That Works.

AI Notetaking For Lawyers

Out of the gate, it is important to understand that AI notetaking is not “new”.  General AI note-taking apps like Otter.ai and Fireflies.ai have been around for years.  They can be very useful tools.

These platforms offer real-time transcription and help pull out action items from meetings.  They also seamlessly integrate with platforms like Zoom and Microsoft Teams.  Other benefits like searchable transcripts and highlighting key phrases make them useful for reviewing details from client consultations or searching through a recorded deposition for important details.

The challenge with utilizing AI for automated notes is may ignore confidentiality requirements, and trigger compliance violations with regulations like the Health Insurance Portability and Accountability Act (“HIPAA”).  You do not want to increase the risk profile for your firm just for more convenient transcription.

Our members recently went deep on AI Notetaker due diligence following a question from James Warren (big thanks to William Love and Christian Brown for their thoughts). As always, do your own research and make your own risk-reward decisions when building your practice tech stack. We all have different use cases, clients, and needs. But hopefully these community conversations make you 10% smarter on any given subject.

📆 Upcoming Events

  1. Spellbook <> HC Fireside Chat (1/27/26) - Registration Link

  2. Billing Beyond The Billable Hour (1/29/26) - Registration Link - Explore practical approaches to billing beyond the hour — subscriptions, retainers (including evergreen retainers), fixed/project pricing, and hybrid models.

  3. GC AI Product Demo and Q&A (2/3/26) - Registration Link

  4. Put LinkedIn on Autopilot! (2/5/26) - Registration Link - See what’s possible in a very short time frame when you turn your content marketing over to the experts.

  5. Legal transaction checklists (with AI) (2/10/26) - Registration Link 

🌟 /Threads

  1. A quick breakdown on using Notion from a privacy and ethics standpoint.

  2. Who do you use for trust accounts? Come weigh in….

  3. Another great discussion on AI platforms with a focus on Claude.

  4. Members weigh in on credit card payments/processors here and here.

🚀 New client opportunities this week

Here are a few of our favorite opportunities that have popped up this week. Want the full list? Head to our #03-opportunities channel!

  1. Seeking new management for a Trademark Portfolio for a CPG company.

  2. Need someone to help with a Delaware Contract Dispute (500k).

  3. Attorney needed for Blue-Sky Filings in New York.

  4. Looking for Delaware co-counsel for a new entrepreneurial project.

  5. Searching for California co-counsel familiar with seller of travel laws to help client respond to CA Secretary of State and get compliant.

Have a great weekend!

If you enjoyed today's newsletter please forward it to someone who you think would be a great fit for our community.  We can accomplish more together than we can apart!

Till next time,

Brian

HeyCounsel Weekly Pulse