LPLC has created a very basic generic File Note MS word (.dotx) template for practitioners and firms to download, adapt and use to create electronic file notes.
The template can be used as a base for firms to create a customised file note template.
Once populated, the template can be ‘saved as’ a word or pdf document and filed accordingly. For those who like to handwrite file notes, the template can be printed and completed in the same way.
This electronic template should be stored in the appropriate location for templates decided by the legal practice. Practices should contact their IT provider for advice if unsure.