Every client call, on file automatically. Without changing your phones.

CallNote works with your mobile phones, Microsoft Teams, Aircall and Dialpad. Every client call becomes a file note in your firm's own format, ready to check and send to HubSpot, Clio or Dynamics 365. We'll set it up for your team, free for 30 days.

Book a free team setup Try it yourself

Free 30-day team pilotNo credit cardStored in Sydney

We never record or join your calls. CallNote works from the transcript your phone system or meeting app already makes. On a mobile? Your iPhone records the call and makes the transcript. Copy it into an email to CallNote and the note is waiting in your account.

callnote.com.au/dashboard

CallNote › Dashboard

Search clients, notes, calls...⌘ K

Good morning, Sarah.

3 new notes waiting from this morning's calls.

+ New note

Time back this month

0 min

86 notes your team didn't have to write up by hand.

62 hrs

back since you started

372

notes written for you

Based on about 10 minutes to write a note up by hand.

Notes today

Generated today

Not opened

Waiting for you

Opened

369

Opened by the author

All notes

372

In your library

Recent notes

View all

Refinance with offset account

Michael Nguyen

Refinance reviewNew

First home purchase, 5% deposit

Jamie Smith

NCCP noteNew

Investment loan structure

Sophie Bennett

Discovery callOpened

Business loan options

Olivia Thompson

General callOpened

Quick actions

Generate note

From a transcript or recording

Find a past note

Search 372 notes

Notes by status (30d)

Opened83

Not opened3

Pushed to your CRM

Supported connections and PDF export

Note ready in under 2 minutes

From transcript to first draft

Integrates with

Microsoft Teams

Aircall

Dialpad

HubSpot

Clio

Slack

Notion

Microsoft Teams

Aircall

Dialpad

HubSpot

Clio

Slack

Notion

and moreDon't see your system?Request an integration

ROI Calculator

See exactly what it saves you.

Drag to match your team. Around 10 minutes saved a call at $60 an hour, with the write-up done for you.

Number of people5

1 person100 people

Calls per person per day5

1 call100 calls

Hours saved / month

92h

550 calls × 10 min

Value saved / month

$5,500

at $60/hr value of your time

Net gain / month

$5,005

after $495/mo for CallNote

That's

$60,060 back per year

for 5 people on 5 calls a day

An estimate, not a guarantee. Based on roughly 10 minutes saved a call and a $60 an hour value of your time.

Try it now. No account needed.

Mortgage broking. A fictional transcript and its prewritten example note. Start a trial to generate a note from your own input.

Call Transcript

Broker: Jamie, what would you like to cover today?

Jamie: We want to buy our first home in the next few months. We have saved a 5% deposit and want repayments below $2,500 a month.

Broker: I need to check your income, expenses and existing debts before assessing borrowing capacity. I will send a document checklist today.

Jamie: I will send our payslips and deposit statement by Friday.

Broker: Once I have those, we can arrange another call. We have not chosen a lender or loan today.

Call note

Your note will appear here

Select Show example note to compare it with the transcript

Free sample

See what a finished file note looks like.

Pick your line of work and we'll send a sample note written from a mocked call. No account, no card, and nothing from your own client files.

One sample note, plus the occasional CallNote update. Unsubscribe any time by replying. We never ask for your call recordings or client files.

How it works

Call to filed note, three steps.

Start with a transcript or a post-meeting recap. Review the draft in your own format, then file it where your team works.

Receives the transcript

Aircall, Dialpad and Microsoft Teams connect directly. On anything else, paste or upload the transcript yourself.

Received · Aircall call ended

Jamie Smith · 24:18

Dialpad

Teams

AircallPhone

AI writes it from your prompt

CallNote reads the transcript and writes the note using your saved prompt template - in your voice, your structure, every time.

Writing with your custom prompt

Reading the transcript

Review and file

Check the draft against the source and fix anything that needs it. Copy it, export a PDF or publish it to a supported CRM. Later corrections stay in the history.

Call just endedJamie Smith · NCCP draft · 24:18

Ready

Note complete

Consent captured

Audit sealed

See it on your own calls. 14-day free trial, no credit card required.Start free trial

Your prompt, your structure

Build the note only you would write.

Supply an example of a note your team already uses. Confirm the headings and shorthand, preview the format and make it your default.

Build your own

Start from an example or write your own instructions. Preview your format before saving.

Loan Suitability - house styleActive prompt

You are a compliance file-note writer for an Australian mortgage broker.

Read the call transcript and produce a structured NCCP note. Use these sections:
  1. Client details         - names, ages, employment
  2. Purpose of the meeting - one or two sentences
  3. Objectives discussed   - bullets, in the client's words
  4. NCCP suitability       - explicit statement with reasoning
  5. Risks and mitigants    - rate, income, hardship
  6. Action items           - assigned to broker, with due date

Plain professional English. Quote the client verbatim where possible.
If a section is not supported by the transcript, write "Not discussed" - never invent.

Tightens phrasing without inventing detail.

Sections you choose

Drag to reorder, rename, or hide.

Tone & required fields

Force the AI to capture what compliance needs.

Variables & policy refs

Drop in {{client_name}}, RG references, house rules.

Quick-pick templatesStart from one of ours, then make it yours.

Loan Suitability

Home, investment & refinance loans

Initial Discovery

First fact-find conversation

Refinance Review

Existing facility & rationale

Progress Update

Outstanding actions & next steps

Business & Commercial

Self-employed & company lending

Post-Settlement

Settlement confirmation & review

Built for your profession

The note your file actually needs

A broker’s file note, a solicitor’s attendance note and an adviser’s file note are different documents with different obligations behind them. CallNote is set up for each, and we publish the guides to go with them.

For mortgage brokers

NCCP file notes, written from the call

Requirements and objectives, inquiries made, the options compared and why. Plus guides on audits and best interests duty.

13 guidesNCCP compliance checklistFile note templates

Explore mortgage brokers

For law firms

Attendance notes, written from the call

Privilege, the conduct rules, costs disclosure, and notes that hold up as evidence. Plus guides by practice area.

13 guidesFree note generatorCompliance checklist

Explore law firms

For financial advisers

File notes that satisfy best interests duty

Safe harbour steps, the appropriate advice duty, conflicts priority, and what a file note has to record.

8 guidesBest interests checklistFile note templates

Explore financial advisers

Compliance & audit

A record that holds up.

Review your notes with the source alongside them. Keep a history of changes and export the records your team needs.

Immutable audit log

Note generation, review and later changes leave a timestamped history. A checksum helps detect changes; professional review remains your responsibility.

State-specific consent scripts

Recording consent scripts for NSW, VIC, QLD, WA, SA, TAS, ACT and NT. Track which clients gave verbal consent on which call.

Stored in Sydney

Notes and transcripts are stored in AWS Sydney, encrypted in transit and at rest. The AI that writes each note is run by a provider overseas, and your data is never used to train AI models.

Export-ready audit packs

Generate a complete audit pack for any teammate, client, or note in one click - ready for your aggregator or compliance partner.

callnote.com.au/audit-log

Audit Log

All events

Immutable - entries cannot be edited or deleted.

Time (AEST)	Event	Client	Outcome
19 May, 2:41:07 pm	Transcript received	James Carter	Success
19 May, 2:41:18 pm	AI note generated	James Carter	Success
19 May, 2:42:03 pm	Section edited	James Carter	Success
19 May, 2:43:22 pm	Note reviewed	James Carter	Success
19 May, 2:43:45 pm	PDF exported	James Carter	Success
19 May, 3:02:11 pm	Admin viewed note	James Carter	Success

Verified & sealedSeal: b1e9d3f4a6c8e7b5…

Example data shown for illustration.

See it on your own calls. 14-day free trial, no credit card required.Start free trial

Team mode

Visibility for owners. Focus for the team.

Switch into Team mode to see team activity, missing consents, draft backlog and compliance scores across the business - without slowing anyone down.

One house format, every note

Set one prompt for the whole team and every note comes out in the same structure. Open any file and read it in seconds, no deciphering five writing styles.

Flagged notes & risk view

High-risk drafts and missing consent calls surface to admins automatically. No more spreadsheet chasing.

Role-based permissions

Each person sees their own clients. Owners see the whole business. Aggregator partners get scoped audit access.

Daily team digest

One email each morning with consent gaps, overdue drafts, and a 30-day compliance trend - ready for your weekly review.

callnote.com.au/team

Example data shown for illustration.

Common questions

Before you start.

Does CallNote record my calls?

No. We never record your calls, never join your meetings and never store call audio. CallNote works from the transcript your phone system or meeting app already makes, or from a voice memo you dictate yourself after a meeting.

Is my clients' information safe?

Your notes, transcripts and audit log are stored in Sydney (AWS) and encrypted in transit and at rest. Some of the services that run CallNote are overseas, including the AI model that writes the note. Our Security page lists each one and what it receives. Your data is never used to train AI models. On a team, each person sees only their own notes, and owners and admins see the whole firm.

Do I need to tell my client?

It depends where you and your client are. Recording and consent rules vary by state, and we can't give you legal advice. CallNote never records the call. The transcript comes from your phone system or meeting app, so check how that system lets callers know. Our Can I record this call? tool shows the rule for each state, and our guide Is it legal to record a phone call in Australia? covers the detail.

What if my phone system or CRM is not on the list?

You can still use CallNote. Paste a transcript, upload a .vtt, .srt or .txt file, forward it by email, or dictate a short voice memo after the meeting. Aircall, Dialpad and Microsoft Teams connect directly. Notes publish to HubSpot, Microsoft Dynamics 365 and Clio. For anything else, copy the note or export a PDF for your client file.

Do I need to be technical to set it up?

No. CallNote runs in your browser. Your account opens on a sample call, so you see a finished note before you connect anything. After that, paste a transcript and you get a note. Aircall, Dialpad and Microsoft Teams connect from the Integrations page. Teams also needs whoever manages your Microsoft 365 to approve CallNote once and switch on transcript access in the Teams admin centre. The Teams card in CallNote shows the steps, and we can set it up with you.

What happens after the 14 days?

Nothing is charged. We don't take a card for the trial, so there is nothing to cancel. When the trial ends your account becomes read-only. The notes you made stay there to read, search and export. Add a plan when you are ready and you can generate notes again.

Pricing

Simple pricing for call notes.

Choose the plan that fits the way you work. Cancel anytime.

Best for individuals

Solo

For one person working solo.

$127/moAUDbilled yearly

Max 1 seat

All note types + custom templates

Notes library & search

PDF export

CRM contact sync

Transcript sync from your call system

Start free trial

14-day free trial. No credit card required.

Best for teams

Team

Built for growing teams.

$84/seat/moAUDbilled yearly

Example: 5 people is $420 a month, billed yearly.

Everything in Solo

Per-seat pricing

Admin dashboard

Team visibility & permissions

Audit log export

Priority support

Start free trial

14-day free trial. No credit card required.

Compare plans	Solo	Team
Seats	1	Per seat
All note types
Custom note templates
Notes library & search
PDF export
CRM contact sync
Transcript sync from your call system
Admin dashboard	-
Team visibility & permissions	-
Audit log export	-
Priority support	-

Built in Australia. Stored in Sydney.

CallNote is built for the way Australian businesses work, with security and compliance at the core.

Your data is Encrypted in transit and at rest
Notes stored in Australia (AWS Sydney)
No training on your data
You own your data, always
Export your data anytime

Proudly Australian

Built and supported in Australia, for Australian businesses.

Guides

Popular guides

All guides →

Law firmsLegal file note requirements in Australia: what the rules actually sayRead the guide →Any businessIs it legal to record a phone call in Australia? A state-by-state guideRead the guide →Mortgage brokersNCCP record keeping requirements: what to keep and for how longRead the guide →Financial advisersThe s961B safe harbour steps, explained (with what to document)Read the guide →

You talk. CallNote writes.

You don't write the note. CallNote does it for you.

From transcript to a draft in your own format. Check the result, then copy it, export a PDF or publish it to a supported CRM.

Book a free team setup Try it yourself

Teams get a free 30-day pilot, set up for you. Or start a 14-day trial on your own. No credit card either way.