File notes, compliance and call recording.
Plain-English guides for Australian brokers, advisers and anyone who writes up calls. What a defensible file note needs, the recording rules in your state, and how to keep client calls private.
AI note takers that don't record: an honest guide
"Doesn't record" means different things. We explain no stored audio vs never captures audio vs receives a transcript, and list the honest no-record options for Australians.
ReadIs it legal to record a phone call in Australia? A state-by-state guide
A clear state-by-state guide to call recording laws in Australia - all-party vs one-party consent, privacy obligations, and how to capture consent properly.
ReadHow to write a compliant NCCP file note (with checklist)
What a defensible NCCP file note needs: requirements and objectives, the s130 not unsuitable test, fees, and a practical broker checklist. AU guidance.
ReadDo AI note takers record your calls? An honest answer for Australian professionals
Most AI note takers record and store your call audio, but not all. A clear, honest guide to what each type does with your data and why it matters in Australia.
ReadMeeting bots vs transcript-only note tools: which one fits your calls
A plain-English guide to meeting bots vs transcript-only AI note takers. Honest pros and cons of each, when to use them, and which fits regulated calls.
ReadFile Notes for Financial Advisers in Australia
What a good adviser file note captures, how it sits with your record of advice, and how a transcript-only tool cuts the audio you have to store and govern.
ReadStop writing file notes by hand.
CallNote turns the transcript your call system already made into a clean, compliant file note in about two minutes. Built in Australia.