Business profile · Clinic & practice management
CallNote
Automatic file notes from call transcripts, stored in Sydney
About

CallNote is Australian software that turns client call transcripts into finished file notes in your chosen format. It integrates with Microsoft Teams, Aircall and Dialpad to receive transcripts automatically, or accepts manual uploads and email forwarding. The AI generates notes in under two minutes using only information from the transcript, which you review before filing. Notes are stored in Sydney with encryption in transit and at rest, and are never used to train AI models. The platform includes an immutable audit log with SHA-256 checksums, role-based permissions for teams, and integrations with HubSpot, Clio, Microsoft Dynamics 365, Slack and Notion. It is built for mortgage brokers, financial advisers and law firms and includes compliance guides specific to each profession.
Features at a glance
- Custom note templates and formats
- Integrations with Microsoft Teams, Aircall and Dialpad
- CRM publishing to HubSpot, Clio and Microsoft Dynamics 365
- Immutable audit log with SHA-256 checksums
- Notes stored in Sydney with encryption in transit and at rest
- Role-based permissions and team visibility
- Support for manual transcript upload, paste, email forwarding and voice memos
Pricing
Pricing model: Freemium
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Quick answers
- Does CallNote record my calls?
- No. CallNote never records calls, never joins meetings and never stores call audio. It works from the transcript your phone system or meeting app already makes, or from a voice memo you dictate yourself after a meeting.
- What if my phone system or CRM is not on the list?
- You can still use CallNote by pasting a transcript, uploading a .vtt, .srt or .txt file, forwarding it by email, or dictating a short voice memo after the meeting. Notes can be published to HubSpot, Microsoft Dynamics 365 and Clio, or copied and exported as a PDF for your client file.
- What happens after the 14-day free trial ends?
- Nothing is charged because no credit card is taken for the trial. When the trial ends your account becomes read-only. The notes you made stay there to read, search and export. You can add a plan when you are ready and start generating notes again.
- Is my clients' information safe?
- Your notes, transcripts and audit log are stored in Sydney (AWS) and encrypted in transit and at rest. Some of the services that run CallNote are overseas, including the AI model that writes the note. Our Security page lists each one and what it receives. Your data is never used to train AI models. On a team, each person sees only their own notes, and owners and admins see the whole firm.
- Do I need to tell my client?
- It depends where you and your client are. Recording and consent rules vary by state, and we can't give you legal advice. CallNote never records the call. The transcript comes from your phone system or meeting app, so check how that system lets callers know. Our Can I record this call? tool shows the rule for each state, and our guide Is it legal to record a phone call in Australia? covers the detail.
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