Free tool
Best 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.
Your file note0 of 10
Tick each item your last file note covered.
General guidance, not legal advice. This checklist documents your best interests duty obligations - it is a starting point, not a substitute for your licensee's requirements, the Corporations Act or ASIC RG 273. CallNote receives the transcript your call system makes - it does not record or transcribe the call.
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.
Every item, every time
CallNote writes the note so every box is ticked.
Set your template once and CallNote fills each of these sections from the transcript, in your house style, then seals the note with a timestamp and audit trail. You review and lodge.
No credit card. Unlimited notes. Built in Australia.
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