Security
Privacy and security, built in
Enterprise-grade protection for your practice and your clients’ data.
Compliance
SOC 2 Type II certified
Filenote AI and its underlying platforms are SOC 2 Type II certified, backed by security audits, secure data storage and strict access controls.
Control
Stored in your Microsoft 365
Recordings stay in Teams or Zoom, and transcripts and outputs are saved to your own OneDrive or SharePoint.
Access
Multi-factor authentication
Every account is protected with multi-factor authentication, so only your team can access client data.
Local
Australian based
An Australian company, with client data stored in Australia.
In detail
Your data at a glance
Data
Where it's kept
How long
Who can see it
Meeting recordings
Where it's kept
Your Teams or ZoomHow long
Per your settings (default 120 days Teams, 180 days Zoom)Who can see it
Your practiceMobile app recordings
Where it's kept
On your phoneHow long
Until you delete themWho can see it
YouAI processing
Where it's kept
Processed in AustraliaHow long
Not kept. Processing onlyWho can see it
No oneRecording access link
Where it's kept
Temporary link to your recordingHow long
60 minutesWho can see it
Filenote AI transcription onlyMicrosoft sign-in
Sign in with your Microsoft business account.
MFA and role-based access
Every account uses multi-factor authentication. Roles control what each person sees.
Encrypted
Data is encrypted in transit and at rest.
Vetted staff
Background checks, confidentiality agreements and secured equipment.
You approve CRM changes
Fact Find Sync shows each change for review. Nothing is written to your CRM until you approve it.
SOC 2 Type II certified
Need the detail for your licensee or compliance team?
Filenote AI and its underlying infrastructure are SOC 2 Type II certified. Visit the Trust Portal for more details.
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