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
Tick each question you can answer yes to.
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.
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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