Free tools for people who write notes after calls
Consent scripts for your state, file note templates, and calculators that show what writing notes by hand really costs you. No signup, nothing stored.
Compliance & consent
2 toolsCan I record this call?
Pick your state to see whether you can record a call, whether you need the other person's consent and which Act applies. Includes the state-by-state map and a line you can say to get consent on the record.
Open tool FreeFile note audit-readiness checker
Answer a few questions and see how ready your file notes are for an audit or an AFCA complaint - and where the gaps are.
Open toolROI & money
2 toolsFile note tool ROI calculator
See the recovered value of automating your file notes against the monthly cost, the return multiple, and how few calls it takes to pay for itself.
Open tool FreeLawyer billable-time recovered calculator
For solicitors: the file note after a client call is non-billable admin. Work out how much billable time you recover when it writes itself.
Open toolTemplates & checklists
5 toolsFile note template library
Free file note templates by profession - the sections a defensible note should cover, ready to copy. Brokers, advisers, lawyers, accountants and agents.
Open tool FreeNCCP file note compliance checklist
An interactive checklist of what a mortgage broker file note needs to survive an audit - inquiries, objectives, the not-unsuitable reasoning, and more.
Open tool FreeBest interests duty file note checklist
Tick off everything your file note needs to evidence the Best Interests Duty - client needs, objectives, options considered, and why the recommendation.
Open tool FreeFree attendance note generator
Turn the details of a client call into a properly formatted legal attendance note, ready to copy onto the file. Runs entirely in your browser - no AI, no signup, nothing sent anywhere.
Open tool FreeLaw firm file note compliance checklist
An interactive checklist of what a defensible attendance note should capture - instructions, advice, costs discussed, next steps and time recorded.
Open toolStop writing the note. CallNote does it on every call.
CallNote turns the transcript your call system already made into a finished file note in under two minutes, on every call. Built in Australia.