Review Letter
The Review Letter is a client-ready letter that summarises a meeting, records the advice given, and confirms the next steps agreed with the client. TakeNote drafts it from the meeting transcript so you have a first version to review rather than a blank page.
Generating the letter
Open a meeting and go to its Documents section. Each of the three documents has its own card; select Generate on the Review Letter card. Generation needs a transcript, so record or upload the meeting first. The letter streams in as it is written and opens in the document viewer when it is ready.
Generate a document
What it contains
The letter is addressed to the client and typically covers the objectives you discussed, a summary of the advice given, and the next steps you agreed. It is drawn from what was actually said in the meeting, so the content reflects that conversation rather than a fixed template.
Dear Mr Whitfield,
Thank you for meeting with me on 14 July 2026 to review your retirement planning. This letter summarises the advice we discussed and confirms the next steps we agreed.
Your objectives
You confirmed that your priority is to consolidate your existing pension arrangements and to target a sustainable retirement income from age 62.
Next steps
We will prepare a full suitability report and contact your existing providers to request transfer values.
Download and regenerate
From the viewer you can Download Word to save a .docx copy for editing or sending, or Regenerate to produce a fresh draft from the same transcript. Regenerating replaces the stored version. Every generated Review Letter is also listed in the central Documents library and on the client's record.