Document background
Client Meeting Notes are essential documents used in professional practice throughout New Zealand to maintain accurate and detailed records of client interactions. These notes serve multiple purposes: they document legal advice given, capture client instructions, record decisions made, and outline agreed actions. The document is particularly crucial for compliance with New Zealand's professional conduct requirements, including the Lawyers and Conveyancers Act 2006 and Privacy Act 2020. Client Meeting Notes should be prepared promptly after each client interaction, maintaining a balance between comprehensiveness and clarity, and may be referred to in future dealings, potential disputes, or for regulatory compliance purposes.
