Assembled months later, under pressure, for the one file that has gone wrong.
“Our people won’t fill it in”
They won’t, if it’s a form. In CX3 it’s a reply to an email, and it’s the same note their sales director wants. That’s why it gets written.
Why the record holds
Change one word. Break every link.
Each record is sealed and chained to the one before it. Alter anything and every record after it stops verifying — including if we did it.
Record 409
3c7f…a412
Sealed
Record 410
91b0…7e55
Sealed
Record 411
8f3a…c091
Sealed
Record 412
b71e…4dd2
Sealed
All records verify.
Your regulator
Prompted for the elements you’re held to
FCA-regulated firms
A written minute of any face-to-face conversation leading to an order — date, time, location, who was present, who initiated it. CX3 asks for exactly those.
SYSC 10A.1.16R
Law firms
Evidence of how a relationship began and what was said — searchable against every other relationship the firm holds.
SRA Code of Conduct · MLR 2017
Whether these records satisfy your obligations is your judgement, not a claim we make for you. We would rather you tested it against your own policy.
Data protection
A lawful basis you can point at
Consent captured verbatim
The exact wording they were shown, not a tick box.
Retention you set
Your own periods. When they expire, the data actually goes.
Erasure reaches every copy
Meeting records included — where this is normally missed.
Erasure doesn’t break the chain
One person’s erasure never invalidates everyone else’s records.
Conflicts before the pitch
Not during a file review afterwards.
A minute you can hand over
Prints as a document, carrying its seal.
The commercial case is what gets the front office to adopt it.