Why keep a record
Expert calls often feed into decisions that involve people who were not on the line. An investment committee, a product board or a colleague in another country may want to see exactly what was said rather than rely on someone's memory of it.
A record also helps your own team. It is easier to compare views across several calls when you can read them side by side, and easier to quote a point accurately in a report or presentation.
In our experience, teams that plan how they will use the material before the calls start get the most from it. Some only need short notes on key points, while others want a complete transcript for every conversation.
How consent works
Recording and transcription are only arranged where everyone involved has agreed. When we invite an expert, we explain clearly whether a recording or transcript is planned, who will have access to it and what it will be used for.
- Expert consent is requested separately from the general participation terms and confirmed before the call.
- Client agreement covers who on your side may access the material and how it is stored.
- Right to decline: an expert can refuse recording and still take part if you are happy to proceed on that basis.
If consent is not given, the call goes ahead without a recording or does not go ahead, as you prefer.
Formats and handling
We offer several formats so you only pay for what you will use. A recording captures the conversation as it happened. A full transcript gives you a searchable written version. Summary notes pull out the main points and are quicker to read.
For calls held in another language, we can provide an English transcript or notes alongside the original. Material is shared through a secure channel agreed with you, and we keep only what is needed for the period you specify.
Where your organisation has its own retention or storage rules, we follow them. If a project changes scope, we can add transcripts for later calls without changing the contract or the way you are invoiced.