A client consent card with informational and marketing switches for SMS, email and calls.
Call consent
Call consent on every record
Each client’s permission to receive calls sits beside their text and email consent, with how and when it was given.
PlatformHello & SignComing soon
Today you can capture each client’s permission to be called on the same consent record as texts and email. Next: voice campaigns and recorded verbal consent, checked against that permission before every call.
A preview of an upcoming AI consent call that reads a disclosure, records a verbal yes and saves the recording and transcript.
Permission to call, captured per client and tracked as its own channel.
Recorded verbal consent with audio and transcript.
Voice campaigns checked against consent and calling hours.
Available today
Calls are tracked as their own consent channel, split into informational and marketing — so when voice arrives, your permissions are already in place.
A client consent card with informational and marketing switches for SMS, email and calls.
Call consent
Each client’s permission to receive calls sits beside their text and email consent, with how and when it was given.
A client intake form with contact-preference checkboxes.
Intake form
Add a calls option to your intake form so clients can give permission in the same submission as their details.
Intake forms & e-signaturesComing soon
These features are in development and not yet available.
Verbal consentComing soon
An AI call reads your consent disclosure, records the client’s verbal answer and saves the audio and transcript to their record.
3-way callingComing soon
Bring the consent script into a call you are already on, so the client can agree while you talk.
Voice campaignsComing soon
Outbound voice campaigns that check consent and calling hours for every client before dialing.
FAQs
You can capture and track each client’s consent to be called — informational and marketing — on their consent record, including through your intake form.
Voice campaigns and recorded verbal consent are in development. Join the waitlist and we’ll let you know when they launch.
Get started
Free white-glove onboarding for early customers — we set up your account, documents, and contacts with you.
Up and running fast
Prefer a hand getting set up? Book your free walkthrough with our team.
Book a demoProduct visuals are illustrative. Names, numbers and phone numbers shown are fictitious.
Features marked Coming soon are in development and not yet available. Details and timing may change.