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
3 toolsRecording consent script generator
Pick your state and get the exact words to read before you record a client call, plus the law behind it. Built from CallNote's per-state consent scripts.
Open tool FreeCan I record this call?
Tells you whether you can legally record a phone call in your Australian state, whether you need the other person's consent, and which Act applies.
Open tool FreeOne-party vs all-party consent map
A clear map of which Australian states need everyone's consent to record a call and which let you record as a party to the conversation.
Open toolROI & money
5 toolsNote-writing time saved calculator
Work out how many hours a week and a year you spend writing up calls by hand - and how much of that you get back when the note writes itself.
Open tool FreeCost of writing notes by hand calculator
Put a dollar figure on the time you spend typing file notes after calls. It is almost always more than you think.
Open tool FreeFile 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 tool FreeWhat your time is actually worth
Turn your income into a real hourly figure, and see what ten minutes of your time is worth. The number most people underestimate.
Open toolTemplates & checklists
2 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 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 about two minutes, on every call. Built in Australia.