ClaimAudioEvidence Studio

Procurement review

A clearer review path for claims, legal, security, and finance.

ClaimAudio evaluations can include the materials buyers need to assess sensitive recorded statement workflows: data terms, subprocessors, retention, SOC 2 status, architecture, pricing, and pilot success criteria.

Security documents

Make diligence topics explicit before the pilot expands.

These items are framed as review materials and status disclosures, not unsupported guarantees or certification claims.

Prepared for evaluation review

DPA and data-use terms

Define approved sample material, customer-data use, confidentiality, deletion handling, and pilot boundaries before files are exchanged.

Maintained for buyer diligence

Subprocessor list

Disclose service providers involved in hosting, storage, transcription, processing, support, and notification workflows as the production stack is finalized.

Scoped before pilot upload

Retention and deletion policy

Document handling windows for recordings, transcripts, findings, exported memos, and deletion requests by workspace or agreement.

Status disclosed without overclaiming

SOC 2 status

Discuss readiness controls and audit path during diligence; do not claim certification until a completed audit can be verified.

Available for security review

Architecture overview

Show statement intake, storage, transcript generation, finding extraction, reviewer approval, memo export, and lead-routing boundaries.

Available during evaluation

Security questionnaire support

Route vendor-security questions to the right review owner before expansion beyond approved anonymized pilot material.

Quote packet

Pricing should be reviewable by operations and finance.

A ClaimAudio quote should map to statement volume, reviewer seats, pilot criteria, retention expectations, and rollout ownership, so procurement is not left guessing what is included.

See pricing strategy
Named plan tier and monthly statement allowance
Reviewer seat count and admin/control requirements
Pilot scope, success criteria, and evaluation timeline
Overage policy or next-volume tier trigger
Retention and deletion terms tied to the quote
Security packet, DPA path, and subprocessor review
Billing contact, invoice timing, and renewal owner
Implementation owner and rollout decision date
Architecture overview

Show where recorded statement data moves and where reviewers stay in control.

The architecture review focuses on evaluation boundaries: intake, processing, source-linked findings, human approval, export, and retention.

01

Approved audio intake

Review ownership, data handling, and claim-file boundaries at this stage before production rollout.

02

Transcript and speaker labels

Review ownership, data handling, and claim-file boundaries at this stage before production rollout.

03

Claim-specific finding extraction

Review ownership, data handling, and claim-file boundaries at this stage before production rollout.

04

Human review queue

Review ownership, data handling, and claim-file boundaries at this stage before production rollout.

05

Evidence memo export

Review ownership, data handling, and claim-file boundaries at this stage before production rollout.

06

Retention and deletion controls

Review ownership, data handling, and claim-file boundaries at this stage before production rollout.

Give procurement a concrete packet to review.

Use the private evaluation to align claims, legal, security, finance, and operations around output quality, data handling, quote scope, and rollout fit.

Anonymized evidence memo review
Timestamp proof walkthrough
Security packet preview
Pilot success criteria
Request evaluation