Notetaker Guard - AI Meeting Security & Governance Platform

Unlike general-purpose security tools, NoteTakerGuard focuses exclusively on the meeting layer - providing specialized detection, governance workflows, and audit capabilities designed specifically for organizations where confidential conversations carry regulatory, legal, or intellectual property risk.

## How It Works

• **Inventory and classify** all AI meeting tools and participants across your organization's video conferencing platforms
• **Detect in real time** unauthorized notetakers, suspicious bots, AI avatars, and potential impersonation attempts joining meetings
• **Enforce policies** through approval workflows and governance controls that determine which AI tools are permitted in which meeting contexts
• **Support removal** of unauthorized participants with documented response workflows
• **Generate audit trails** with compliance-ready evidence for investigations, regulatory inquiries, and internal governance reviews

## Key Capabilities

• **Cross-platform monitoring:** Unified visibility across Zoom, Microsoft Teams, and Google Meet from a single governance console
• **Participant classification:** Automated identification and categorization of human participants, authorized tools, and suspicious entities
• **Shadow AI governance:** Discover and manage unsanctioned AI tools recording or transcribing meetings without organizational approval
• **Policy enforcement:** Define and enforce rules about which AI participants are permitted based on meeting sensitivity, attendee roles, or organizational policies
• **Removal workflow support:** Structured processes for ejecting unauthorized participants with documented actions
• **Audit logging:** Comprehensive records of detections, policy decisions, and response actions for compliance documentation

## Industry Use Cases

**Financial Services:** Compliance teams monitoring client advisory calls and board meetings can detect unauthorized recording bots and produce audit evidence for regulatory examinations. When an unapproved AI notetaker joins a sensitive client discussion, NoteTakerGuard alerts the compliance team, supports removal, and logs the incident with timestamps and participant details for regulatory documentation.

**Legal:** IT and security teams at law firms can prevent opposing-counsel AI notetakers or unauthorized transcription tools from joining privileged attorney-client meetings. Detection events generate audit records that document the firm's protective measures over confidential communications.

**Healthcare and Life Sciences:** Organizations discussing patient data, clinical trial results, or proprietary research can enforce policies that restrict AI meeting participants to approved, compliant tools - reducing risk of unauthorized data capture.

## Who It Is For

NoteTakerGuard is designed for organizations that need stronger control over meeting data, including:

• Financial services firms subject to SEC, FINRA, or FCA oversight
• Law firms protecting attorney-client privilege
• Healthcare organizations handling PHI in virtual consultations
• Technology companies protecting trade secrets and IP in engineering discussions
• Any organization managing shadow AI risk across high-volume meeting environments

## Getting Started

To begin evaluating NoteTakerGuard, visit https://www.notetakerguard.online to request a guided demo or schedule a discovery call with our solutions team. The platform is built and supported by The Flow Partners team, which specializes in AI meeting security and governance solutions.

Deployment involves connecting your Zoom, Microsoft Teams, or Google Meet environment, configuring detection policies, and activating monitoring - with guided onboarding support included.