Security and control
Built for sensitive claim materials and defensible review.
ClaimAudio is designed around controlled access, source-linked outputs, reviewer accountability, and enterprise diligence.
Findings stay reviewable, traceable, and tied to the source recording.
ClaimAudio separates source-linked findings from reviewer decisions, so sensitive statement material stays controlled before claim-file use.
Human approval
Findings stay reviewable. Your team decides what becomes part of the claim file.
Role-based access
Separate reviewers, managers, admins, and workspace permissions by organization.
Audit trail
Track review decisions, edits, exports, and evidence memo activity.
Retention settings
Support configurable handling windows for recordings, transcripts, and exported memos.
Security review without overclaimed certifications.
ClaimAudio gives buyers the security topics they need to review before a pilot, while only claiming certifications after they are complete and verified.
Download security packetSOC 2 readiness can be discussed during diligence, but certification is not claimed until an audit has been completed and can be verified.
Encryption approach for audio, transcript, and evidence memo data
Signed upload URL pattern for controlled statement intake
Tenant-separated organization workspaces
Role-based permissions for reviewers, managers, and admins
Audit log for review actions, memo exports, and source-linked findings
Human review gates before evidence is used in a claim file
Retention settings for recordings, transcripts, and generated outputs
Data-use terms documented before pilot upload
SOC 2 readiness discussed without claiming certification
Put DPA, subprocessors, retention, SOC 2 status, and architecture in the review path.
Security buyers should not have to infer what will be available during diligence. ClaimAudio makes the requested topics explicit and keeps certification language tied to verifiable status.
DPA and data-use terms
Prepared for evaluation review
Define approved sample material, customer-data use, confidentiality, deletion handling, and pilot boundaries before files are exchanged.
Subprocessor list
Maintained for buyer diligence
Disclose service providers involved in hosting, storage, transcription, processing, support, and notification workflows as the production stack is finalized.
Retention and deletion policy
Scoped before pilot upload
Document handling windows for recordings, transcripts, findings, exported memos, and deletion requests by workspace or agreement.
SOC 2 status
Status disclosed without overclaiming
Discuss readiness controls and audit path during diligence; do not claim certification until a completed audit can be verified.
Architecture overview
Available for security review
Show statement intake, storage, transcript generation, finding extraction, reviewer approval, memo export, and lead-routing boundaries.
Security questionnaire support
Available during evaluation
Route vendor-security questions to the right review owner before expansion beyond approved anonymized pilot material.
Data-use terms are reviewed before any pilot upload.
Before a team submits anonymized audio for evaluation, ClaimAudio confirms how the material will be handled, retained, reviewed, and separated from claim-file decisions.
The first demo can include the diligence topics procurement will ask for.
Use the security packet preview to align claims, legal, SIU, operations, and IT before expanding beyond a sample memo.
Bring security into the first demo.
Walk through human review, role-based access, retention settings, and data-handling expectations before a pilot begins.