Understanding call recording regulations
Before recording calls, it’s important to understand the legal requirements in your state. The United States has two types of consent laws:- One-party consent states: Only one person on the call needs to know it’s being recorded (that can be you)
- Two-party consent states: Everyone on the call must be informed and consent to recording
Check your state’s requirements
Not sure about your state’s laws? Here is a helpful resource:Regardless of your state’s requirements, we recommend disclosing that you’re
recording calls as a professional courtesy. A simple “This call may be
recorded for quality purposes” at the beginning builds trust with clients.
Can I record calls with CurrentClient?
Yes! CurrentClient offers flexible call recording options to fit your needs:Auto-record all calls
Set up automatic recording so every call is captured without thinking about it. Perfect for compliance requirements or when you need complete records.How do I set up auto recording?
1
Go to dial plan settings
Navigate to your dial plan settings in the CurrentClient app.
2
Turn on auto recording
Look for the auto recording toggle in the settings.
3
Save your settings
Be sure to hit save at the bottom of the page.
Manual recording
Prefer to be selective? You can manually start recording during any call by clicking the record button. This gives you control over which conversations to save.To start or stop a recording, click the record button in the call widget.
Can I download recordings?
Yes, you can download any call recording directly from the call record. Just look for the download button next to the recording - it’s that simple.Can I delete recordings?
Absolutely. You have full control over your recordings. Delete any recording directly from the call record interface when you no longer need it. This helps you manage storage and maintain only the recordings that matter.Best practices
- Inform callers: Always let people know when you’re recording, even in one-party consent states
- Secure storage: Download and backup important recordings for your records
- Team training: Make sure your team knows the recording policies and legal requirements
Upload to your AI notetaker
Are you using an AI notetaker? Upload your call recordings to your notetaking tool for automatic transcription, summaries, and action items! Popular options include:- Jump
- Zocks
- Focal
- Continuum
- VegaMinds
- Zeplyn
- Mili
- Warmer
- Greminders
We are working on direct integration with AI notetakers, but do not have that
in place just yet.