juunote
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Tax advisor in conversation with a client couple at a round table in the office.
For law & tax firms

Client meetings documented, no dictation.

Client meetings, quick calls, team meetings: juunote records what was discussed and agreed — as a file note for the client file.

Try free for 14 days
For law and tax firms

What juunote brings to your firm.

The same app as for everyone else — with file notes in your structure, deadlines as tasks and a memory for every client conversation.

File notes, not dictation

Facts, question, documents and next step — taken from the conversation and put into your structure.

Deadlines in view

Your firm meeting turns into tasks with owners and deadlines, sent to Microsoft To Do in one click.

Ask your client meetings

“What did Mr Becker say about the sale?” juunote answers and links to the conversation and date.

For the client file

The file note as a PDF — for the file or to send to the client.

Typical conversations

01

Client meeting

Facts, questions, next steps: a file note instead of dictation.

Matching template: Client meeting
02

Call with a client

The quick question about a return or a contract — recorded with its date.

Matching template: Client meeting
03

Firm meeting

Deadlines, responsibilities, open matters — with tasks for the team.

Matching template: Internal meeting
How juunote helps

Carefully documented, safely stored.

For firms that discuss a lot and have to document everything.

  • File notes in your structure — Your own templates for first consultations, client meetings or team meetings.
  • Deadlines as tasks — Straight to Microsoft To Do, with a due date.
  • Ask your conversations — “What did the client say about the sale?” — with a link to the conversation.
  • Export as PDF — For the client file.
  • Privacy — Audio is processed locally and discarded; notes are stored encrypted on your device.
Tools in your industry

With integration and setup.

juunote works with the tools you already use. We connect juunote to your tools and set it up together with you.

  • DATEV
  • Addison
  • Advoware
  • Actaport
  • Clio
  • iManage
  • d.velop
  • ELO
  • DocuWare
  • Lexware Office
  • sevDesk
  • Candis
  • Microsoft Teams
  • Outlook
  • SharePoint
  • Nextcloud
  • j-lawyer.org

Your tool is missing? Just ask.

No obligation — someone from our sales team will get in touch.

Enquire now
Free for 14 days

Try it in your next conversation.

14 days of every Pro feature, no credit card. Sign in with your company’s Microsoft 365 or Google Workspace account.

Try free for 14 days Talk to sales