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Automated meeting minutes

Creating meeting minutes using technology can be a fast and easy way of recording resolutions. As an important legal document, care should be taken to ensure the effectiveness of the resolutions and legal compliance.

Cassandra Townsend, Thomson Reuters

Benefits of automated meeting minutes

The benefits of using technology to create meeting minutes include:

  • An intuitive document creation process which assists you turn your mind to relevant aspects of the decisions, thus assisting with the creation of legally effective resolutions.
  • Expert drafting of templates, making the creation effortless.
  • Professional formatting, promoting clarity of the resolutions made.
  • The result is a polished PDF minutes document.
  • Online or desktop solutions are available 24/7 for convenience.
  • A fast and easy solution, which makes the contemporaneous and accurate recording of the decisions more likely.

A comment on nominating dates in automated meeting minutes

When you use Cleardocs to create meeting minutes, you will receive a complete, personalised minute. The minute will be fully customised based on your answers in the question interface and ready to be reviewed and signed by the meeting chair, or if a circulating resolution, by the relevant decision makers.

The customisation includes the insertion or setting of a meeting date. The Cleardocs position is that this avoids the legal issues of different incongruous dates being included and documents being executed but undated.

Benefits of the new Cleardocs Discretionary Trust Distribution Minute

  • Assists with ATO and trusts law compliance.
  • The trust does not require an underlying Cleardocs deed.
  • Pre-population of trust details from earlier Cleardocs orders — saving you typing.
  • Flexibility in allowing for interim and final distributions.
  • Easy to use question interface.
  • Extensive online help and local phone support.

More Cleardocs information on meeting minutes

You can read earlier ClearLaw articles on meeting minutes:

Order Cleardocs minutes packages


Lawyer in Profile

Julian Smith
Julian Smith
+61 3 9258 3864

Qualifications: BA, LLB, Monash University, LLM, University of Melbourne

Julian is a Partner in Maddocks Commercial team. He advises a diverse range of clients across the Australian commercial and financial services landscape.

Julian's corporate practice spans various sectors, including financial services, professional services, and family-owned enterprises. He advises on:

  • capital raising,
  • disclosures,
  • restructures,
  • mergers and acquisitions,
  • corporate governance,
  • directors' duties, and
  • trusts, corporations, and securities law.

Julianís financial services practice involves advising financial market participants on the entire financial services lifecycle including fund structuring, management options, and compliance with regulatory requirements.

Julian also offers guidance on alternative and disruptive financial services businesses, such as online foreign exchanges, internal markets, and management rights schemes.

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