File-Note.ai turns the conversation you just had into the record you are required to keep, and shows you, rule by rule, where the note still needs work before you sign it off.
The problem
What it does
Record to draft
Capture or upload the meeting audio; it is transcribed and turned into a clean, structured file note.
Compliance findings
Checks the note against 61 Australian advice rules with statutory citations, scoped to the type of meeting, and flags exactly what is missing.
Resolve and sign off
Fill each gap inline, re-check, preview the PDF, then send an audit-trail PDF that preserves your verbatim answers.
Recently shipped
- Findings are resolved inline: answer, AI re-check and sign-off in one place, with one-tap fixes for what is still missing.
- Checks are scoped to the meeting type, from first meeting to annual review.
- A critical finding can only be overridden with a signed rationale, printed in the audit trail.
- Preview the PDF before anything is emailed.