A simple (and old fashioned?) method of ensuring that the right notes are kept from client conversations.

1. File Note
Contact with
Client file name
Date / /
or number
Author Also present
Telephone in Telephone out
Appointment at (location) Start time am / pm Finish time am / pm
Reason(s) for contact:
Details of discussion:
Further action details By whom By when Completed Initial
See over for Action Checklist <

2. File Note
Client contact check list
Key discussion points noted
Is Disclosure Statement required now?
Are action details allocated /scheduled?
Was any advice provided? Yes No
If “Yes”,
SOA prepared for client Yes No
New data noted
Contact details
Email –
Family / business details
Interests