Turn your own meeting notes into a clean file note

The file note is the record of what the client said and what you advised, and it's the record you'll want to hand over if a case is ever questioned. Typed up the same day it's more likely to be accurate than a week later. Quick, tidy file notes from your own jottings keep the record true while you still remember the meeting.

A business-grade AI tool, plus your CRM or file note template

Steps

1. During or straight after the meeting, jot your own notes: what the client said about their circumstances, goals, concerns and questions, what you explained, and what you agreed to do next.
2. Paste the notes into the prompt below, using initials for the client. Leave out any health or vulnerability detail; record that yourself (see the vulnerable-customer job).
3. Read the file note against your jottings, and against your own memory of the meeting. Fix anything that isn't what was said, and delete anything the AI added.
4. Add anything it left out, especially any concern the client raised and how you dealt with it.
5. Save the final note in your CRM or case file, dated, and mark it as your record. Don't keep the AI chat as the record.

The exact prompt

I'm a UK mortgage adviser. Turn my rough meeting notes into a clear file note. Use ONLY what is in my notes: client initials [AB], date [date], who attended, circumstances discussed, objectives, concerns raised, what I explained, questions asked and my answers, agreed next steps.
Keep my meaning exactly. Put anything unclear under "[ADVISER TO CLARIFY]" instead of guessing. Don't add advice, recommendations, risk warnings or anything I didn't note. Don't summarise away a concern or a question the client raised.
My notes: [paste]