Centralise client notes and information

Choose a reference point for follow-up

Information may arrive by phone, during a meeting or in a document. The issue is not the number of media but the lack of a place to find useful context. Use the client record as the reference for details and a relationship summary. Full documents can retain their usual filing arrangement.

Bring information together without duplicating everything

A summary states the subject, decision and expected next step. It does not need to reproduce every sentence of a conversation. This way of centralising keeps the record readable and reduces searching at the next contact. Tasks take over when an action is needed.

In your working day

You receive information after a meeting. Add the key point to the contact history and adjust the planned action. The relationship’s next step remains understandable from the record.

Three steps to get started

1. 01

   Choose the record as the relationship reference

2. 02

   Summarise information that changes the next step

3. 03

   Avoid copying documents in full