1. What May Be Collected
- Audio and video from meetings or calls.
- Speaker names, attendance, timestamps, chat and screen-shared content.
- Transcripts, notes, summaries, decisions, questions and action items.
- Documents or other information intentionally shared during the interaction.
- Corrections, approvals and professional feedback applied after the meeting.
2. How the Information May Be Used
- Prepare meeting summaries and relationship records.
- Associate authorized information with the correct household, client, matter or firm record.
- Identify possible follow-ups, risks, deadlines, inconsistencies and planning topics.
- Prepare draft emails, tasks, meeting briefs and recommendations for review.
- Improve the customer’s approved workflows and Alfred preferences, subject to contract and configuration.
- Support security, quality, audit and legal obligations.
3. What Alfred Does—and Does Not Do
Alfred may analyze authorized information, connect context and prepare output. Alfred does not replace the financial advisor, CPA, attorney or other licensed professional. AI output may contain errors or omit important information. The responsible professional must review sources, facts and conclusions before advice, approval or client communication.
4. Participant Choice
Participants should be told how to ask questions, decline or withdraw consent where applicable, or request an alternative meeting method. The effect of declining depends on the service and applicable agreement. If consent is withdrawn, recording or optional processing should stop prospectively where required, but prior processing or retention may continue where lawfully necessary.
5. Sensitive and Privileged Information
Do not share information that should not be captured. The responsible firm must decide whether legal privilege, professional confidentiality, financial privacy, tax-information rules, health privacy, employment restrictions or other duties permit recording and processing. Privileged information requires specific care and configuration.
6. Recording Laws
Recording-consent laws vary by jurisdiction and participant location. Some jurisdictions require consent from every participant. The firm hosting the meeting is responsible for determining and following the applicable rule, giving timely notice, capturing consent and preserving evidence of consent when required.
7. Suggested Meeting Notice
8. Written Acknowledgment
9. Security, Retention and Rights
Access, security, retention, deletion and privacy rights are described in the Privacy Policy and applicable customer agreement. Questions or withdrawal requests should be directed to the firm hosting the meeting or through the contact method in the applicable agreement.