Your Data. Protected.

HIPAA-compliant infrastructure with signed BAAs at every layer.

Infrastructure Layers

Every layer of ClientLine carries a signed Business Associate Agreement. We also sign a BAA directly with your firm.

HIPAA certified with signed BAA. All data encrypted in transit (TLS) and at rest (AES-256). Handles incoming calls, automated conversation, voice processing, and warm transfers.
Fully self-hosted infrastructure under our direct control. Caller data never leaves our environment. Routes call data, triggers SMS notifications, and manages CRM integrations.
HIPAA certified with signed BAA. Intake summaries delivered via encrypted channels exclusively to the attorney or firm.

We sign a Business Associate Agreement directly with your firm.

This is in addition to the BAAs we maintain with our infrastructure providers at every layer.

Contact Us About BAA Process

Automated Processing

How caller data moves through our system.

ClientLine’s intake receptionist is an automated system, not a human operator. When a caller reaches the receptionist, the following automated processing occurs within our HIPAA-compliant infrastructure:

Voice Processing

The caller’s voice is processed using automated speech recognition. The conversation follows a structured intake flow configured by the subscribing firm.

Transcription and Summarization

A transcript and intake summary are generated automatically from the call. No human reviews the content unless the firm requests support for a specific call.

Delivery

The intake summary is delivered to the firm via encrypted email and SMS. If configured, the system performs a warm transfer or pushes data to the firm’s practice management system.

No Model Training

Caller data is never used to train, fine-tune, or improve any machine-learning model. All processing is performed solely to deliver the intake to the subscribing firm.

Automated speech recognition may produce errors with uncommon names, technical terminology, heavy accents, or poor call quality. Subscribing firms should review all intake summaries for accuracy before relying on them for legal or business decisions.

In February 2026, a federal court ruled that documents generated using a consumer-grade chatbot were not protected by attorney-client privilege because the platform collected user data, used it for training, and could disclose it to third parties.

ClientLine is built on the opposite model:

  • HIPAA-certified at every infrastructure layer
  • No data training on caller information
  • No third-party disclosure
  • Fully self-hosted automation

You Control Your Data

Choose how long call recordings and transcripts are retained.

Caller data is never used for model training
Caller data is never shared with third parties
Caller data is never sold
Caller data is siloed per firm — never visible to other subscribers
ClientLine staff do not view caller data except at your request
We sign a BAA directly with your firm
Configurable data retention from 1 day to indefinite
Learn More About Our Security