Data Control
Data control for structured, verified meeting records.
Kapacia helps regulated professional teams manage privacy-first capture, PII masking, human verification, approval workflow, audit trail, and team visibility for confidential AI meeting records.
Capture and consent
Start AI meeting records from a controlled capture point.
Kapacia supports privacy-first capture for client discovery and review meetings, so meeting audio, uploaded files, transcripts, and generated drafts stay organized inside the relevant case workspace.
Client nameMasked where not required
IdentifierRestricted view
TranscriptReview before reuse
Privacy and masking
Limit sensitive details before records move through the workflow.
PII masking helps teams reduce unnecessary exposure of personally identifiable information while still preserving enough context for human review and operational follow-up.
- Mask sensitive identifiers where full detail is not needed.
- Keep transcript material separate from structured, verified records.
- Support practical review of confidential meeting context.
Verification and approval
Keep human verification between AI drafts and approved records.
Kapacia separates generated drafts from structured, verified records. The case owner reviews, edits, and approves the record before it is used for follow-up, handoff, export, or team knowledge.
AI-generated notes and summaries are marked as draft material.
The case owner checks facts, missing details, and wording.
Approved content becomes the working record for the team.
Use verified records for follow-up, handoff, export, or integration readiness.
Manage organization settings, profiles, visibility, and team structure.
Capture, review, approve, and manage records within assigned visibility.
Review permitted records without broader management privileges.
Access and team visibility
Control who can view, review, approve, and manage records.
Role-based access and team visibility help managers and practitioners work from the right records without exposing every case to every user.
- Team visibility can follow organization structure and assigned case access.
- TOTP authenticator app support adds a second factor for account access.
- Case owner approval remains the source of record approval.
Audit and export control
Keep a traceable audit trail before records are exported or shared.
Audit trails help teams review access and workflow activity while export and sharing controls keep approved records connected to governed downstream workflows.
Access logs
Track access-related activity around confidential AI meeting records.
Approval history
Review how draft material became a structured, verified record.
Sharing and revocation
Review when access was shared and when that access was removed.
Ownership transfers
Keep history when responsibility for a case changes hands.
Retention and deletion
Support record lifecycle decisions for approved meeting records.
Export readiness
Prepare verified records for downstream systems, document workflows, or CRM handoff.
Evaluate Data Control
Evaluate Kapacia with your data control requirements in mind.
Book a demo or start a focused trial to review capture, masking, approval, team visibility, export, and audit trail requirements.