Recording Sessions: Consent, Storage, and Paranoia
Practical consent and where the file lives. Not legal advice. Not an Otter review.
This is practitioner hygiene, not legal strategy for a client’s matter. This is not legal advice. It is not an AI tools bake-off. Onboarding is where consent lives. Scope still applies to who hears the file. The 12-week arc does not require audio.
Consent + Storage
“I record so I can write a three-line recap. The file lives in [place], only I can open it, I delete after [N] days. Yes / no / recap-only.”
No yes, no record. A VA does not get the raw file unless they are in the agreement.
The Paranoia Rule
If you wouldn’t want it in a screenshot, don’t keep it. Transcribe what you need, delete the rest.
Where Coaches Break
- Recording “just in case” without saying so.
- Dropping files into a shared Drive called Clients.
The 3-Minute Action
Write the consent sentence. Put it in intake. Check where last week’s recordings actually live. Move or delete.