Overview
Calls brings call-related information into a reviewable workflow when the feature is available to your organization.When to use
Use it when an authorized call or transcript is relevant to your team’s work.Prerequisites
- Access to the feature
- Required participant notice, consent, and authorization
- The correct Client or matter context
Step-by-step
Detailed recording, upload, and transcript instructions are coming soon.
Best practices
- Follow consent and privacy requirements.
- Treat automated transcription as a draft.
- Review important names, dates, and statements carefully.
Common mistakes
- Recording or processing a call without required authorization
- Assigning a transcript to the wrong matter
- Treating transcript text as perfectly accurate
Related pages
Ask Vala
Investigate related record context.
Security
Review security guidance.