May 1, 2025
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Free, no account
Free AI file note generator
Paste a client meeting transcript and get an adviser-ready file note in about a minute. AdviseWell pulls out the client facts that were stated, the actions agreed, and the gaps you need to close before the note goes on file.
No account, no card. What you paste is not retained, and is never used to train third-party models.
How it works
1
Paste or upload
Drop in a Teams, Zoom or Otter transcript, or upload a text, PDF or Word file. Audio is coming soon.
2
Pick the meeting type
First appointment, annual review and the rest. The note structure and the gap checks change to match.
3
Review and export
A thorough note takes 20 to 60 seconds. Correct any fact and the note updates, then export to Word.
What comes back
The file note
Structured for an advice file, in the shape the meeting type calls for.
Key facts to check
Every fact drawn straight from the meeting, listed so you can correct anything wrong.
Gaps to resolve
What a reviewer would ask for and the meeting did not cover.
A follow-up email
Drafted from the actions agreed, ready to edit and send.
Word export
One click to a document you can file.
What is a file note?
A file note is the adviser's written record of a client interaction: what the client said about their circumstances and goals, what was discussed and explained, what was recommended and why, and what happens next. It is the evidence that sits behind the advice. When a licensee, an auditor or ASIC reviews a client file, the file note is what they read to work out whether the advice process held together.
What makes a file note stand up to review?
ASIC RG 175.307 to 175.311 and 175.333 to 175.338 set out what the record on an advice file is expected to show, and ASIC Corporations Instrument 2024/508 requires the file to hold the information relied on when prioritising the client's interests. In practice the notes that survive review do four things:
- Connect the client's circumstances to the reasoning behind the recommendation, rather than listing discussion then action.
- Record what was explained and how the client responded. Attaching a document is not the same as evidencing the conversation.
- Name what was out of scope, and why.
- Capture the actions and who owns each one.
The tool checks a draft against those four and tells you which are thin. You stay responsible for the record: the draft is a starting point, not a filed note.
Where the data goes. The transcript you paste is handled in Australia on Google Cloud in Sydney. It is not retained, and is never used to train third-party models. Keeping the note or saving it against a client needs a free AdviseWell account. Turning it into an RoA or SoA is on the paid plans.
Frequently asked questions
Is the AI file note generator free?
Yes. It runs in the browser with no account and no card. A free AdviseWell account is only needed to keep the note or save it against a client.
What file types can I upload to the file note generator?
Text transcripts (.txt, .vtt, .srt), PDF and Word (.docx). You can also paste the text straight in. Audio upload is coming soon. A scanned PDF with no text layer will not work, so paste the text instead.
How long does an AI file note take?
A thorough note usually takes 20 to 60 seconds once the transcript is in.
What is a file note?
A file note is the adviser's written record of a client interaction: the client's circumstances and goals, what was discussed and explained, what was recommended and why, and what happens next. It is the evidence that sits behind the advice on the client file.
Are AI-generated file notes compliant?
The draft is structured against Australian advice record-keeping practice and is checked for the gaps a reviewer would ask about. The adviser remains responsible for the accuracy and completeness of the record, so review it before it goes on file.
How is this different from a generic AI note taker?
A generic note taker summarises a conversation. This produces an advice file note: the client facts stated, the reasoning, the actions, and the gaps that would fail a file review. The structure changes with the meeting type.
Is my client data used to train AI models?
No. Data is handled in Australia on Google Cloud in Sydney and is never used to train third-party models.
Need to model the numbers as well?
Ask a tax, superannuation or Age Pension scenario in plain English and get it calculated from current Australian rules.
Open the modelling tool
Turn one meeting into a filed note
Free for life for one adviser, no card.
