LOIS for Meetings

This article explores how to navigate and use the LOIS for Meetings mobile app.

The LOIS for Meetings app allows you to record meetings on the go, obtain an AI-generated summary and transcript, and review suggested follow-up actions. Suggested actions can be sent to Filevine as tasks.

• Overview
• Setup
• Meetings
• Notifications

Overview

LOIS for Meetings works by recording audio from your device’s microphone during a meeting. Once you stop the recording, LOIS processes the recorded audio to generate a transcript, along with a summary of key topics and action items.

Recordings and transcripts are stored within the mobile app and can be linked to an existing Filevine project at any time. Linking a project makes the transcript accessible to anyone with access to that project.

Setup

Before using LOIS for Meetings, make sure you meet following requirements:

• You have an up-to-date iOS device. Currently, only iOS mobile devices are supported. Ensure the device is running iOS 16 or later.
• You have FVID login credentials. You’ll sign in to the LOIS for Meetings app using the email and password associated with your Filevine Identity (FVID).

Navigate to the App Store and install the LOIS for Meetings app. Allow microphone access for the app by navigating to Settings > Privacy & Security > Microphone. It is also recommended to enable notifications for the app by navigating to Settings > Notifications > Meetings app > Allow Notifications.

Meetings

The Home tab of the LOIS for Meetings app lists all the meetings you’ve previously recorded. Each meeting displays the name, date, and duration of the meeting. If you are currently recording a meeting, you’ll see the current duration in the navigation bar.

To view a meeting’s details, find and tap the desired meeting in the list or tap the magnifying glass icon in the top right corner to search. If you’re currently recording, tap the recording duration in the navigation bar to return to that meeting.

In the meeting details screen, the header shows the same details from the home screen. Tap the ellipsis icon ⋯ in the top right corner to take one of the following actions:

• Edit meeting: update the meeting name or associated Filevine project.
• Copy summary: copy summary text to your clipboard. This option is only available after recording has stopped and the meeting has been processed.
• Delete meeting: permanently delete the meeting, including the transcript, summary, and any unpublished actions. Actions already published to the Filevine project will not be deleted.

Below the header, you can browse the meeting summary, suggested actions, and transcript. To learn more, read the Record a Meeting article.

Notifications

In the Settings tab of the LOIS for Meetings app, you can choose which push notifications to enable:

• Meeting processed: after recording a meeting, get notified when LOIS has processed the audio and generated the transcript, summary, and suggested actions.
• Meeting reminders: get notified when a meeting from your connected calendar is about to start.
• Still recording: get notified if a meeting from your connected calendar is still recording after its scheduled end time.