Privacy-first AI records for regulated teams

Turn regulated client conversations into trusted, audit-ready records.

Kapacia captures and structures every conversation for responsible review and team use.

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Data residency Singapore
PII masking Active
Workflow handoff Ready

Client Advisory Discussion

9 Aug 2026 | 14:30 SGT | 45 min

Summary

Discussion on investment strategy, risk preferences, and portfolio rebalancing.

Follow-up Email
  • Draft prepared for client review
  • Next steps and action items included
Approved by Client Owner 9 Aug 2026 | 15:02 SGT
Review status Approved
Audit trail Complete
Export Ready

Compliance risk

Generic AI tools introduce compliance risk.

Most AI note-taking tools are built for productivity. Kapacia is built for teams that need control over sensitive client records.

Overseas data transfers

Many AI tools process or store data overseas. Kapacia keeps customer data and services in Singapore, with no transfer to overseas locations.

Vendor lock-in

Records can become trapped inside another platform, making retention, migration, and governance harder.

Unverified AI output

If AI-generated records can bypass human review, unreliable details may reach downstream systems. Kapacia enforces owner verification before handoff.

Confidential advisory conversation in a professional meeting room.

Human trust

Client conversations are high-trust moments.

Kapacia captures the conversation so professionals can stay focused on the client instead of dividing their attention between listening and taking notes. Advisors stay responsible for consent, review, and approval, while teams receive cleaner records they can rely on.

Bot-free recording helps advisors stay present while preserving a controlled review path.

How Kapacia works

A controlled path from conversation to record.

01

Capture

Bring discovery and review conversations into the advisory workspace.

02

Extract

Identify facts, goals, risks, actions, and open questions.

03

Review

Let the case owner check context and make controlled edits.

04

Approve

Mark the record as approved for controlled team workflows.

Product clarity

Turn every client conversation into reliable team action.

Kapacia structures, masks, reviews, and prepares follow-up work so client context can move safely from the advisor to the rest of the team.

View Features
Reviewed output Meeting summary ready for team use
Client context

Goals, constraints, preferences, and open details grouped for review.

Follow-up readiness

Confirmed actions separated from draft suggestions before client outreach.

Review state

Draft, edited, and approved status stays visible to the responsible owner.

Write less after meetings

Turn conversations into summaries, timelines, and follow-up drafts faster.

Reduce sensitive-data risk

Use privacy-first capture and PII masking before client context moves further.

Keep client history clear

Convert key meeting moments into timeline summaries and structured client facts.

Handoff work safely across the team

Keep advisor review, team visibility, and approved follow-up work connected.

Connect approved outputs to workflows

Send reviewed summaries, follow-up drafts, and exports toward downstream tools.

See what needs attention

Give managers clearer status, missing details, auditability, and team continuity.

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Multilingual support

Capture multilingual conversations automatically.

Kapacia detects the language automatically, with no pre-selection required, and keeps capturing when speakers switch between supported languages in the same session.

English Mandarin Cantonese Malay Bahasa Indonesia Tamil Hindi Japanese Korean French

Practical governance

Team-level controls for confidential client conversations.

Kapacia is designed for sensitive advisory material: PII masking, audit history, retention settings, role-based access, sharing controls, and Singapore-hosted infrastructure.

View Data Control
Singapore hosted Private workspace
PII masking before AI processing Role-based access by workspace Audit history for record changes Reviewed outputs for team handoff

Singapore hosted

Support regional hosting expectations for confidential records.

PII masking

Limit sensitive identifiers where full detail is not required.

Audit trails

Track edits, owner approval, and record history.

Role-based access

Control who can view, edit, approve, and manage records.

Retention and deletion

Support team policies for record lifecycle management.

Sharing controls

Keep follow-ups and record outputs within governed workflows.

Human verification required Case owner verification
Draft generated Missing details checked Owner edits applied Verified for handoff

Record review

Only verified information moves downstream.

Kapacia enforces human review: the responsible owner checks, edits, and approves every AI-generated summary before it can enter the team's systems or workflows.

Pricing overview

Start with Kapacia Professional, then expand across the team.

Use the free trial to confirm fit, then add onboarding to tailor meeting-summary prompts and connect Kapacia to your workflows through webhook integration.

View Pricing

14-day free trial

Test Kapacia with your own client meetings.

Test capture, extraction, missing-detail flags, case owner approval, and follow-up drafting before subscribing.

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Onboarding service

Fit Kapacia into your operating workflow.

We tailor meeting-summary prompts and webhook integration so Kapacia works with the way your firm operates.

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FAQ

Questions teams ask before buying Kapacia

What is Kapacia?

Kapacia is a privacy-first AI transcription and structured client-conversation platform for regulated professional teams.

Who is Kapacia built for?

Kapacia is built for advisory, wealth, legal, compliance-heavy, and client-facing teams that need reviewed records of client conversations.

How is Kapacia different from normal AI meeting notes?

Kapacia focuses on structured records, human verification, approval workflow, team visibility, and follow-up readiness.

Who reviews the summary?

The responsible advisor or case owner reviews, edits, and approves the summary before it is used by the team.

Where is data hosted?

Kapacia supports Singapore hosting for teams with regional data-residency expectations.

Can we control who sees client records?

Yes. Role-based access and team visibility controls help limit who can view, review, approve, and manage client context.

Can Kapacia connect to our existing workflow tools?

Kapacia supports export and workflow handoff readiness. Standard webhook handoff and advanced integration needs can be reviewed during onboarding.