NexoPad

Client meeting summary email template for law firms

To put in writing what was discussed with the client and the agreed tasks.

LegalTone: Professional53 words
Dear customer name, Thank you for meeting with us on Meeting date. Here is a summary of what we discussed: Topics discussed Agreed tasks: Tasks and who is responsible If any point does not reflect our conversation, please let us know by date + 3 days so we can correct it. Kind regards,

The parts in blue fill in on their own, or NexoPad asks you for them when you type the shortcut.

How to use it in NexoPad

  1. 1Add it or copy it

    Click “Add to NexoPad” if you have the extension, or “Copy for NexoPad”: it’s copied with its variables.

  2. 2Create the snippet

    In NexoPad, create a new snippet, paste the text and give it the shortcut /legalrecap.

  3. 3Type it anywhere

    In Gmail, Zendesk or any website, type /legalrecap and fill in the blanks.