Voice notes for intake phone calls

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

What are voice notes used for in intake?

Capturing phone intake recaps — claim numbers spoken by patients, adjuster contacts, employer names — summarized against the active checklist.

Does AI classify uploaded PDFs to checklist items?

No in v1. AI summarizes voice notes only — not automatic upload classification.

Where does voice processing run?

On Hivi-X self-hosted infrastructure in Canada — not third-party AI APIs.

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