Generate and export
Create, review, share, and export a note, document, or matter form.
Generation is available when the transcript matches the current Finalised audio. Correct the transcript first so the source for the draft is as complete as possible.
A generated note or document is a private draft belonging to you. Sharing it to the linked matter is a separate step.
Choose an output
| Output | Typical legal use |
|---|---|
| Note | File note, attendance note, matter summary, or internal working note |
| Document | Letter, report, or another template-backed draft |
| Form | Prepare a form in the linked matter's Forms area |
Available outputs and templates depend on the Workspace plan, permissions, matter link, and active template catalogue.
Generate a draft
- Open a recording with a current transcript.
- Select Generate.
- Choose Note, Document, or Form when available.
- Select an accessible template.
- Complete any requested template fields.
- Start generation.
Notes and documents open as editable drafts. Form preparation moves to the linked matter's Forms area.
Edit generated content
For a generated note or document:
- edit directly;
- select text for a proposed formatting, grammar, expansion, or custom change;
- use Clara split view for a larger rewrite;
- review and accept or reject each Clara proposal.
Share to matter
When the team should see the draft:
- Confirm the recording is linked to the correct matter.
- Select Share to matter.
- Confirm the audience if asked.
The document keeps its identity and appears in the matter's Shared work. Earlier private revisions stay private. Completing the recording can also prompt you to share unshared documents or keep them private.
Sharing does not approve the contents. Completing a recording does not automatically share generated documents.
Check against the source
Replay the source audio and inspect the corrected transcript before relying on a generated draft. Check at least:
- names and roles;
- dates, amounts, deadlines, and undertakings;
- legal advice, instructions, and decisions;
- missing facts or template fields;
- the correct client, matter, and document purpose.
Export options
Reviewed notes and documents can be:
| Format | Description |
|---|---|
| Export a fixed-layout copy | |
| DOCX | Download an editable Word document |
| Copy | Copy to clipboard |
Where configured, Workspace branding can be included in PDF or DOCX export. The structured meeting-transcript view supports text copy rather than a dedicated meeting-transcript PDF or DOCX export; a separate generated note or document can use the export options above.
Generated content is a draft, not legal approval. The supervising fee-earner remains responsible for checking, amending, approving, and filing the final work.
Complete or send to the Queue
When review is finished, use the available completion action. If your firm's workflow uses human transcription, send eligible work to the Queue instead. Queue and approval behaviour depends on permissions and group routing.
Generation uses the Workspace's current allowance. If it is unavailable, confirm that the transcript is current, then check Billing and plans or ask an administrator.