Privileged calls
with no third-party bot in the room.
Reline records client calls, matter discussions, and in-person meetings without ever joining as a participant. No "Reline has joined the meeting" on a privileged conversation — just citation-backed summaries, action items, and private-by-default notes you can organize by matter. Capture is local; transcription, storage, and AI run in the cloud. This page is general information, not legal advice — laws vary by jurisdiction, so consult counsel for your situation.
A recording bot is a third party on a privileged call
Legal work runs on confidentiality, and a visible recording bot changes the room. In general, disclosing a privileged conversation to an uninvited third party is exactly the kind of exposure counsel is trained to avoid — the American Bar Association has flagged that lawyers must weigh confidentiality duties before letting AI tools handle client information, and firms such as Trethowans have written publicly about the privilege and disclosure questions AI notetakers raise. Reline takes a different path: it never joins the call. This is general information, not legal advice — laws and ethics rules vary by jurisdiction.
No "Reline has joined the meeting." A recording bot is an uninvited participant on the attendee grid — in general, an unwanted third party present at a confidential conversation is precisely what raises privilege and disclosure questions, so counsel often wants to avoid it entirely.
Client and corporate IT frequently block third-party meeting bots — especially on regulated matters. A tool that has to join the call can be dead on arrival; one that captures locally keeps working, with no third-party participant to object to.
An NDA rarely contemplates a vendor bot sitting on the call. Whether a notetaker that joins as a participant creates an extra disclosure is a real, contested question — the honest answer varies by contract and jurisdiction, so it belongs with counsel. Reline sidesteps it by not joining at all.
Privileged and matter-specific work needs tight access control, not a shared notes folder anyone at the firm can stumble into. Reline notes and folders are private by default — a workspace role alone grants nothing.
You still owe the client work product you can stand behind. Reline turns the recording into a citation-backed summary you can verify line by line before anything leaves your hands.
How Reline works on a privileged call
Reline runs as a desktop app on macOS and Windows, with Linux in beta. When you start a recording it captures the meeting's system audio plus your microphone locally — through the operating system's documented audio API — so it works on Zoom, Google Meet, Microsoft Teams, a dial-in line, or an in-person conference room the same way. Nothing joins the call. There is no Reline participant in the attendee list, so the meeting platform never sees a third party and an IT policy that blocks recording bots does not block you. Speaker labels are Me vs Other, derived from which audio stream each line came from — your mic versus the system feed — not named diarization. There is no mobile app today; capture happens on your laptop in the call.
Where your data actually lives — the honest version
We are precise about this because legal teams are accountable for it. Capture is local: the raw audio is recorded on your machine, with no bot joining the call. But the work after that runs in the cloud — transcription is done, recordings and files are stored in Cloudflare R2, and summaries are generated by cloud AI models. Reline does not do on-device transcription or on-device AI, so we will never tell you the audio never leaves your device, and bot-free capture is not the same as legal privilege — it is a real, checkable privacy advantage, not a legal shield. What protects your work is access control plus transparency: Reline is private by default with a five-level permission model on every note and folder, and Enterprise ships with a Data Processing Agreement so you can document how the data is handled. A workspace role alone grants nothing — each person who can see a matter's notes is an explicit grant you made. Transcription supports 60+ languages.
Verifiable work product, not a hallucinated summary
Every summary is citation- and timestamp-backed: each claim links to the exact transcript moment that justifies it, so nothing is a hallucination you have to take on faith. Action items are pulled out for the follow-up. And because the recording plays back in-app — a timeline scrubber, click any transcript line to seek to that second, and per-speaker isolation — you can replay the exact 20 seconds where a client stated a fact or a term before you rely on it. When the work product carries your name, being able to verify the quote matters.
Organize everything by matter
Put each matter in its own folder. Apply reusable Lenses — Reline ships with 16 seeded templates for intake calls, working sessions, status updates, interviews, and more — so every matter's notes come out in a consistent shape. Then ask questions across a matter's entire meeting history with folder-scoped RAG chat: "what did the client say about the indemnity cap," answered with citations back to the specific call. Notes are a real Notion-style editor with real-time collaboration and version history, so a small team can work the same matter without overwriting each other — with private-by-default access on every folder.
Push to the tools you already run on
Send summaries and action items to Slack, Linear, or Notion when you want — those connectors are rolling out, with no GitHub or Salesforce or Zapier. Calendar sync with Google and Microsoft is read-only and keeps each recording attached to the right matter meeting automatically. On macOS, Reline can auto-detect when a meeting starts so you do not forget to hit record on the call that matters.
Pricing for solo practitioners and legal teams
Free is $0 — solo note-taking with a one-hour limit per note, enough to try it on a real call. Professional is $15 per user per month ($12 a month billed annually) and unlocks unlimited recording, transcription, storage, and every integration. Enterprise is $32 per user per month ($26 a month billed annually) and adds shared workspaces, SSO via WorkOS (Google and Microsoft), an audit log, admin controls, a DPA, and an SLA. There is no SOC 2 or HIPAA certification today, and Reline is not HIPAA compliant — if you have specific compliance or privilege requirements, talk to the team and to your own counsel first.
Dig deeper
Legal questions, answered
- Can an AI notetaker break attorney-client privilege?
- In general, privilege can be at risk when a confidential communication is disclosed to an uninvited third party — and a bot that joins the call as a participant is exactly that kind of third party. This varies by jurisdiction and is not legal advice, so consult counsel. Because Reline never joins the call and captures locally, there is no third-party participant on a privileged conversation — a real privacy advantage, though not a legal guarantee.
- Does an AI notetaker violate an NDA?
- It depends on the NDA and the jurisdiction — this is general information, not legal advice. A notetaker that joins as a participant can introduce an extra disclosure an NDA may not contemplate. Reline avoids that by not joining the call at all: capture is local and access is private by default, with an Enterprise DPA to document the processing. Review your specific agreements with counsel.
- Do I have to tell people I am recording?
- Consent laws vary widely by jurisdiction — some require all parties to consent, others only one — so this is general information, not legal advice, and you should follow your local rules and firm policy. Reline does not decide consent for you; it simply records without adding a bot to the call. Get consent as your jurisdiction and ethics rules require.
- Are my matter notes private?
- Yes. Reline is private-by-default with a 5-level access-control model on notes and folders — a workspace role alone grants no access; every share is an explicit grant. You control exactly who at the firm sees each matter.
- Is client audio processed on my device?
- No. Capture is local, but audio is transcribed in the cloud, stored in cloud storage, and summarized by cloud AI. Reline does not do on-device transcription or AI, so we do not claim data never leaves your device. Enterprise includes a DPA that documents how the data is processed.
- Does Reline meet SOC 2 or HIPAA?
- No. Reline does not currently claim SOC 2 certification and is not HIPAA compliant. It offers private-by-default access controls, SSO on Enterprise, and a DPA. Bot-free capture is a privacy advantage, not a compliance certification or a legal shield. For specific requirements, contact the team and your counsel.
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