# Monthly Fathom Call Notes & Transcript Audit
## Purpose and Timing
Complete the audit monthly, by the fifth business day, to ensure client call notes and transcripts are saved in the correct Drive location and available to the appropriate knowledge notebook.
## Review Calls
Review all client calls in Fathom for the period, verify the client association, and identify missing notes or transcripts. For each call, save a document using the client, meeting type, date, and transcript naming pattern.
## Quality Check
Confirm speaker names, correct obvious transcription errors without changing meaning, and include the meeting summary, decisions, and action items when available. Verify the document is in the correct client folder with authorized access.
## Follow-Up and Records
Enter project actions in Worklenz with an owner and due date. Correct missing or misfiled records within one business day and document the audit date, client, issue, assignee, due date, and completion status.