Document background
Client Meeting Notes are essential business documents used to record and track professional interactions with clients in Switzerland. These notes serve multiple purposes: they document key discussions and decisions, establish clear action items, and maintain a formal record of business relationships. Under Swiss law, such documentation must comply with specific requirements regarding data protection, professional confidentiality, and business record-keeping. Client Meeting Notes are particularly important for maintaining transparency, ensuring follow-through on commitments, and providing a clear audit trail of client interactions. They form part of the official business documentation required under Swiss commercial law and should be retained according to statutory retention periods.
