Turn a client meeting into a file note in two minutes
Stop writing file notes at 9pm. Record the meeting with consent, and let AI draft the note in your practice's template for you to check and sign off.
Review a draft while the meeting is fresh, instead of writing from memory hours later.
File notes matter. Writing them from memory, hours later, is where the time goes and the detail gets lost.
This recipe keeps you in charge: the AI drafts, you review and approve.
What this recipe does
- Transcribes the meeting (with client consent)
- Drafts the file note in your template
- Pulls out actions, dates and follow-ups
- Leaves you to check and sign off
What you get out of it
Review a draft instead of starting from blank.
One AI subscription.
Time back for billable work.
Notes written while it's fresh.
Always check drafts against your licensee's record-keeping requirements.
Ingredients
- A recording app
- Claude Pro
- Your file note template
- 30 minutes
Method
- Get your template ready. Copy your practice's file note headings into a document.
- Record with consent. Tell the client you're recording to keep accurate notes, and use your phone or meeting app.
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