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Voice & documentation

From conversation to documentation.

Record the conversation. Review the transcript. Leave with a document in your team's format.

How it works

Recording, transcript, reviewed document.

Five short videos follow the work from the first recording to how a team manages access.

Workflow 01 of 05

Record a conversation and generate a form

Record a conversation on a phone, with or without a connection. When you finish, choose one of your team's templates and generate a draft form from the transcript.

  • Start, pause and finish from one screen
  • Saved on the device until upload
  • Drafted in your team's template

Team templates

One standard per team, versioned.

Supervisors publish their team's templates. Everyone on the team drafts from the latest published version.

New documents
Use the latest published version.

When a supervisor publishes a revision, the next document starts from it.

Existing documents
Stay on their original version.

A document keeps the template version it was created with.

Staff edits
Are never silently replaced.

Publishing a new version doesn't rewrite drafts or finished documents.

Governance

Access scoped to the team.

Roles, visibility and retention follow how each team works.

Access, retention, offline device and deployment needs are evaluated with each team before use.

01People

Team membership
People work within a team. Templates, sharing and review stay inside it.
Roles
Workers record, review and draft. Supervisors manage their team's templates.

02Access

Visibility
Sessions are visible to their owner only, or shared within the team.
Supervisor review
Authorized supervisors can review their team's work. Review is available, not a required step.

03Records

Audit trail
Designed to record edits, exports and template changes with who made them and when.
Retention
Retention policies are configured for your organization's requirements.
Security

Built for enterprise-grade security.

Infrastructure designed to protect your most sensitive data.

HIPAA-Ready

Infrastructure designed to meet HIPAA requirements for protected health information.

CCPA & GDPR-Ready

Built for consumer data rights and EU data protection — access, deletion, consent management, and right to erasure.

Military-Grade Encryption

AES-256 encryption at rest and in transit — the same standard used by defense and intelligence agencies.

From our writing

Demonstration

Bring a sample template.

Share a template your team already uses. The demonstration follows a recording through its transcript to a draft in that format.