Turning months of case conversations into clear, durable case knowledge.
Hartley & Finch is a family law firm handling divorce, custody, and support cases that unfold over months or years. With Sonix, their attorneys, paralegals, and legal assistants capture every client consultation and internal meeting, auto-generate summaries and action items, and maintain one clear, searchable record across the full life of a case.
Hartley & Finch is a family law firm handling divorce, custody, and support cases. Their work is driven by ongoing conversations — with clients and internally across the team. Family law cases often unfold over months or even years, making a clear, consistent record of what was said, decided, and agreed upon critical.
On a typical matter, the team manages client consultations and intake calls, ongoing client communication, internal case strategy meetings, and documentation, summaries, and follow-ups. As caseload increased, the challenge wasn't just capturing conversations — it was keeping everything organized and actionable over the full life of a case, where details are revisited months or years later and context has to survive between meetings and team members.
Before Sonix, I was half-listening while taking notes. Now I can focus completely on the conversation — and everything is captured, summarized, and actionable right away.
Too much information over time — not enough structure.
Every case generates a high volume of conversations, decisions, and follow-ups, often spread across long timelines. Before Sonix, attorneys split attention between listening and note-taking, internal meetings relied on partial notes or memory, and important decisions and context were harder to track over time. Summaries had to be written manually and action items were inconsistently captured. As cases extended over months or years, details were revisited but not always easy to find, context could be lost between meetings or team members, and staff spent hours reconstructing what had already been discussed. The real challenge wasn't capturing conversations — it was retaining clarity across time.
A complete workflow layer — from conversation to case intelligence.
Sonix gave Hartley & Finch accurate transcription of every conversation, automatic summaries for quick understanding, action-item extraction to track next steps, and searchable, structured transcripts shared across the team. It let the firm move from simply capturing conversations to managing entire cases more effectively over time. Built for sensitive personal and legal matters, Sonix supports SOC 2 compliance, HIPAA-ready workflows for cases involving sensitive personal or health-related information, encrypted storage, role-based access, and audit trails. And with AI Workspace, disconnected conversations become a continuous, searchable record of the case.
Full attention in the room, and clarity that lasts across the whole case.
With Sonix, attorneys give clients their full attention instead of splitting focus with note-taking, and conversations are more thoughtful as a result. Teams can easily revisit and understand what happened months earlier, action items are clearly captured and easier to execute, and everyone works from the same information even over long timelines. With far less time spent writing summaries and reconstructing context, the firm stays organized and aligned from first consultation to final resolution.
I can pull up exactly what a client said eight months ago in seconds. Nothing gets lost between meetings anymore.
How the firm turns case conversations into durable knowledge.
How does Sonix help Hartley & Finch attorneys stay present in client conversations?
Attorneys record both client calls and internal meetings without taking notes, so they can focus completely on listening, advising, and making decisions. Instead of half-listening while writing things down, they stay fully present — and everything is still captured accurately for later.
How does Sonix turn each conversation into something usable right away?
After each conversation, Sonix generates a clear summary so attorneys and staff can quickly understand what was discussed, and it surfaces key follow-ups and responsibilities automatically. Action items and next steps are tracked without manual effort, so nothing important slips through after a call.
How does the firm keep internal decisions and strategy from getting lost?
Internal case-strategy meetings are documented automatically, so decisions and the context behind them are preserved across the life of a case. Everyone on the team works from the same record, which keeps attorneys, paralegals, and legal assistants aligned even on matters that run for months or years.
How does Sonix help with cases that unfold over months or years?
The team can search across an entire case to quickly find key details — whether from last week or a year ago — without digging through notes or recordings. With AI Workspace, they can ask questions across multiple transcripts, track how a client's situation evolves over time, and pull insights from both client calls and internal meetings.
How does AI Workspace turn conversations into long-term case intelligence?
Instead of disconnected conversations, Hartley & Finch builds a continuous, searchable record of the case. AI Workspace lets the team surface past discussions without re-reviewing everything, connect client calls and internal meetings, and understand how a matter has developed — turning months of dialogue into structured, durable case knowledge.
How does Sonix keep sensitive family law information secure?
Handling sensitive personal and legal matters requires strong safeguards. Sonix supports SOC 2 compliance, HIPAA-ready workflows for cases involving sensitive personal or health-related information, encrypted storage and secure infrastructure, role-based access controlling who can view and edit transcripts, and audit trails that track activity and changes — so all conversations and case data are handled securely and responsibly.
What changed for the attorneys, paralegals, and legal assistants.
Full attention in every conversation
Attorneys record client calls and internal meetings without note-taking, so they can focus completely on listening, advising, and deciding — with nothing missed.
Instant summaries and action items
Sonix generates a clear summary after every conversation and surfaces follow-ups and next steps automatically — no manual write-ups.
Clarity across long-running cases
Search across months or years of client calls and internal meetings to find any detail in seconds, and keep the whole team aligned on the same record.
Secure and confidential by design
SOC 2, HIPAA-ready workflows, encrypted storage, role-based access, and audit trails keep sensitive personal and case data controlled and protected.
Stay present, stay organized, and manage cases with clarity over time.
From first consultation to final resolution, Sonix helps family law teams capture every conversation, understand it instantly, and stay aligned across long-running cases. Capture everything. Understand instantly. Stay aligned over time.
