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Product Insights
June 6, 2025

From Board Minutes to Investor Updates: A Day in the Life of an AI Associate

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White Shoe AI
AI-Powered Legal Intelligence

What if we told you that the repetitive, time-consuming tasks that bog down your in-house legal team could be handled seamlessly and efficiently in just a matter of minutes? AI Associates are transforming the landscape for in-house legal teams, bringing precision, speed, and reliability to workflows that once demanded hours of manual effort.

Follow along as we take a behind-the-scenes look at how the Corporate Secretary drafts board minutes at 9 a.m., while the ESG Disclosure Companion assembles a critical investor update by 3 p.m. By weaving these real-life use cases into a single day, we'll show you how White Shoe's "no-setup" AI Associates are tailored for rapid deployment.

Ensuring you and your team can focus on strategy—not grunt work.

Morning Task: Drafting Board Minutes with AI

The day kicks off at 9 a.m. with the general counsel (GC) preparing for a post-meeting Slack thread. The GC's task? To summarize the board meeting discussions into actionable board minutes with legally precise language.

Enter White Shoe's Corporate Secretary, a trained AI Associate that transforms live meeting notes or transcripts into polished board minutes ready for review. Instead of spending an hour piecing together key points, agenda items, and attendee contributions, all it takes is a few clicks.

How It Works:

  • 1
    Upload your meeting notes or transcription
  • 2
    Define the tone (formal or casual) and scope of detail you want
  • 3
    Within seconds, the draft is prepared, ensuring accuracy, compliance, and readability

By 9:15 a.m., the first draft is ready for review, complete with sections for board approvals and pending actions. Five minutes later, the finalized version is shared with stakeholders.

That's an hour of admin work condensed into 20 minutes.

Afternoon Task: ESG Disclosures Made Painless

At 3 p.m., the focus shifts to investor updates. The deadline for submitting enhanced ESG (Environmental, Social, Governance) disclosures looms, and the corporate secretary wants to provide stakeholders with a compelling and detailed snapshot of the company's latest sustainability initiatives.

Traditionally, this task would demand hours of reviewing multiple data sources, aligning them with current SEC guidelines, and writing from scratch. But with ESG Disclosure Companion, White Shoe automates 80% of the heavy lifting.

How It Works:

  • 1
    Use the AI to analyze existing internal reports or public-facing initiatives
  • 2
    Input specific prompts like "Draft a summary on our emissions reduction progress for this quarter"
  • 3
    The AI generates an engaging, compliance-friendly narrative tailored to SEC filing standards

What once consumed an entire afternoon is now complete in under 45 minutes. The ESG Companion doesn't just save time; it ensures that WFH fatigue and human oversight don't lead to errors in critical disclosures.

The AI Difference: Zero Setup, Seamless Integration

Unlike traditional legal tech, which often requires laborious customization or workflow changes, White Shoe Associates are ready to use, right out of the box. They seamlessly integrate into platforms you already use, such as Slack, Microsoft Teams, and Google Docs, ensuring there's no disruption to your team's existing workflows.

What makes White Shoe stand out?

Expertly Trained on Legal Functions

Designed for high-frequency internal tasks like drafting, reviewing, and summarizing.

No Prompt-Tuning Needed

Unlike general-purpose AI tools requiring manual input crafting, White Shoe delivers value immediately.

Tailored to Compliance Standards

Ensure alignment with SEC, OSHA, or other industry-specific requirements without additional setup.

Best Practices for Prompt Hygiene (Spoiler Alert: None Needed!)

One of the pain points for general AI users is crafting precise prompts to get usable results. With White Shoe Associates, that's no longer an issue. The AIs are uniquely trained to understand the context of specialized internal workflows, so you spend zero time tweaking your commands.

Here's a comparison to show the difference:

Generic AI

Requires extensive prompt engineering, multiple iterations, and manual formatting to get usable legal documents.

White Shoe AI

Understands legal context immediately, delivers compliant, professional results in one try.

Accuracy, clarity, and speed—in-built, not improvised.

See White Shoe in Action

Imagine this productivity boost across all your legal workflows, from risk analysis to IP filings. With White Shoe, these AI Associates don't just assist; they become invisible team members who amplify your team's capacity without ballooning headcount or operational costs.

We're humanizing AI by showcasing how it integrates seamlessly into professional routines. Want to see these transformations yourself? Take a 5-minute product tour today.

Experience the AI Difference

Ready to see how AI Associates can transform your legal workflows? Watch our main product video to see these powerful tools in action.