Citizens Advice SORT offers free, independent advice and support across Stockport, Oldham, Rochdale and Trafford, UK, and experiments with technology to help advisors spend more time with people who need them.
Showing 1 guide from Citizens Advice SORT
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Automating case notes using AI
Use this Guide if your advisers spend as long writing up case notes as they do talking to clients. It shows how a small charity tech team built CaseNote, a speech‑to‑text & AI summarisation tool .