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Kept on this device so you do not retype it every call. Spelled exactly as typed here.
Client advised
Instructed to proceed
Writer recommended
Docs requested
Awaiting response
Client to revert
On hold pending
Writer to follow up
Proceeding to settlement
Requisitions raised
Requisitions satisfied
Transfer prepared
Settlement booked
Settlement confirmed
Contract exchanged
Unconditional
Finance approved
Finance declined
Finance extension
Discharge requested
Loan docs received
Loan docs signed
Figures requested
Cooling off waived
Extension requested
Cooling off expires
Certificate obtained
Settlement confirmation
Finance check-in
Discharge chase-up
Cooling off advice
Requisitions follow-up
Exchange confirmation
Call Notes
Type during the call · chips insert here
Live
Voice Dictation
Speak your summary after the call
Voice
Microphone
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00:00
Speak after the call ends — describe what happened, any instructions given, and what needs to happen next
✎ Click into the transcript to fix any errors before generating
How to record
Just talk naturally — as if telling a colleague what happened
Say who you spoke with, what was discussed, and what happens next
Mention any figures, dates, or names exactly as they were said
Do not try to write a file note — Claude will do that for you
Example: "Just called ANZ, spoke to Sarah, discharge will be ready Thursday, need to chase if nothing by Wednesday"
Generate File Note Ctrl + Enter
Claude combines your notes and voice into a professional TriConvey-ready file note
📝 Call Notes
🎙 Voice
Generated File Note
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