# Managing Client Meetings

> Organize and document client meetings to ensure effective and strategic follow-up.

- Source: https://doutorai.pt/en/tools/managing-client-meetings
- Industry: Law Firms & Legal
- AI tool: ChatGPT
- Site: Doutor AI (https://doutorai.pt/en) - AI tools for small businesses

## What it does
This tool is essential for lawyers who need to manage client meetings effectively. It helps organize and document each meeting, making sure all important points are captured and followed up. With strategic follow-up, it can improve client satisfaction and firm efficiency.

## How to use
1. Log in to the tool and go to the meetings section.
2. Enter the client's details and the purpose of the meeting.
3. During the meeting, use the tool to document key points.
4. After the meeting, review and adjust the notes as needed.
5. Automatically schedule the follow-up and send a summary to the client.

## Prompt (EN)
```
# ROLE
You are an experienced lawyer with over 15 years of practice in commercial law. With a client-oriented approach, you have a reputation for providing practical and effective …
```

The full prompt (PT + EN), ready to copy, is part of the Doutor AI **Pro** plan. [See plans →](https://doutorai.pt/en/pricing)

---
Content by Doutor AI (https://doutorai.pt/en). When quoting, please cite the source: https://doutorai.pt/en/tools/managing-client-meetings