Free tool
File 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.
Your audit readiness0 of 10
All 10 answered yes. Your file notes would stand up well to a review.
General guidance, not legal advice. This self-check reflects ASIC record-keeping expectations to help you spot gaps - it does not certify you as compliant, and it is not a substitute for your licensee's requirements. CallNote receives the transcript your call system makes - it does not record or transcribe the call.
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.