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Fact find
Chunkbase fills in the fact find from your meetings and notes. Each fact shows where it came from, and nothing goes in the file until you OK it.
Cases › Claire Fraser & Tom Fraser
Claire Fraser & Tom Fraser
Ask ChunkbaseOverviewFact findDocumentsMeetings and notes
4 facts from the annual review on 14 Oct wait for Priya. Nothing changes until she accepts them.
Personal details
Claire Fraser
- Date of birth
- 3 Mar 1968 · 58
- Home address
- 14 Elm Grove, Teddington
- Marital status
- Married to Tom
- Smoker
- No
Tom Fraser
- Date of birth
- 18 Jul 1965 · 61
- Home address
- 14 Elm Grove, Teddington
- Marital status
- Married to Claire
- Smoker
- No
Income
Claire Fraser
- Employer
- Eversley Engineering
- Job title
- Operations director
- Gross annual salary
- £64,000 a year1
- Pays into a pension
- 5% · employer adds 3%1
Tom Fraser
- Employer
- Kingston Council
- Job title
- Building surveyor
- Gross annual salary
- £41,500 a year
- Rental income
- £6,000 a year1
Home and mortgage
- Home
- 14 Elm Grove, Teddington
- Owned by
- Claire and Tom, jointly
- Worth
- About £540,000
- Lender
- Northgate Building Society
- Mortgage left
- £208,5002
- Monthly payment
- £1,240
- Ends
- 2041
Every section, for each person
Chunkbase puts each fact in the right section, under the right person. You can see what is new in each section before you open it.
Name who said it
A transcript does not always know who is speaking. Chunkbase asks you before it puts a fact under a person, and you OK the fact once you have checked it.
What it works from today
Today Chunkbase reads meeting transcripts, your own notes and dictation. Recording, client documents and intelliflo are on the way, and founding firms help decide what comes first.
Chunkbase · Fact findWhat it reads
Meeting transcriptsIn alpha
Your own notesIn alpha
DictationIn alpha
Recording calls and meetingsComing soon
Client documents and statementsComing soon
intelliflo and other back-office systemsComing soon
Founding firms
