Voice notes for client intake documentation

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Can I record intake calls in Hivi-X?

Hivi-X supports voice recording on the client file with transcription and AI summary. Follow your firm's consent and recording policies.

Where is voice data processed?

On self-hosted AI infrastructure — not sent to third-party AI providers.

Do voice notes replace retainer or conflict documentation?

No. Voice notes supplement file documentation on checklist matters.

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