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Best practice file note

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

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


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  • 1. File NoteContact withClient file name Date / /or numberAuthor Also presentTelephone in Telephone outAppointment at (location) Start time am / pm Finish time am / pmReason(s) for contact:Details of discussion: Further action details By whom By when Completed Initial See over for Action Checklist <
  • 2. File NoteClient 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