Does the vendor have SOC 2 Type I or Type II? Are your recordings encrypted? Can you delete transcripts?

In this guide, we compare the best SOC 2-compliant AI note takers based on privacy and security measures.

1. Noota

Noota is a security-focused AI note taker SOC 2 Type II & GPDR certifiied with the strongest security & privacy measures on the market.

Privacy & security measures

For teams handling sensitive conversations, the most important measures include:

• GDPR compliance.
• European data hosting.
• AES-256 encryption at rest.
• TLS 1.2 and TLS 1.3 encryption in transit.
• Google Cloud infrastructure.
• Encryption key management through Google KMS.
• Separate development, testing, and production environments.
• Role-based access control.
• Multi-factor authentication.
• Quarterly access-right reviews.
• Internal audits every 6 months.
• Independent penetration testing.
• No customer data used to train AI models.
• Text-only recording option for teams that do not want to store audio or video.
• Custom retention options for Business and Enterprise customers.

Features

Core features include:

• Meeting recording and transcription for Google Meet, Zoom, Microsoft Teams, Webex, and in-person conversations.
• Call recording and transcription, useful if your team also works by phone.
• AI-generated summaries that extract key points, decisions, questions, blockers, and next steps.
• Custom meeting templates to adapt the output to sales calls, recruitment interviews, client meetings, or team updates.
• AI action items to identify what needs to happen after the meeting.
• AI-generated follow-up emails so your team can respond faster after calls.
• Searchable meeting history to find past conversations, decisions, or customer context.
• CRM and ATS integrations with tools such as Salesforce, HubSpot, BullHorn, Notion, Slack, and more.
• AI reports and structured outputs for teams that need more than a raw transcript.

Pricing

Noota offers four main pricing tiers:

• Free: €0/month per user, with unlimited recording and transcription, limited AI note minutes, storage, email automation, and mobile apps.
• Pro: €19/month per user, for professionals and small teams that need more AI notes, integrations, and workspace features.
• Business: €39/month per user, for teams that need unlimited AI features, custom templates, analytics, Zapier, API access, and stronger workflow automation.
• Enterprise: custom pricing, for larger companies that need SSO, custom integrations, dedicated support, invoice payment, and advanced deployment options.

2. Fireflies

Fireflies is a strong SOC 2-compliant AI note taker if your team wants a searchable meeting archive.

Privacy & security measures

• SOC 2 Type II certification.
• GDPR compliance.
• HIPAA support for eligible Enterprise customers with the right setup.
• FERPA compliance.
• Encryption for meeting data.
• Private storage options on Enterprise plans.
• Custom data retention on Enterprise plans.
• SSO and SCIM for identity and user management.
• Super admin roles for stronger workspace control.
• Rules engine for automated governance.
• Access to compliance documentation through its Trust Center.

Features

Core features include:

• Meeting recording for online calls and video meetings.
• Automatic transcription in 100+ languages.
• AI-generated summaries to capture the main points of each meeting.
• Meeting search so you can find past decisions, objections, questions, or follow-ups.
• AskFred AI assistant to ask questions about your meetings.
• Action items and task management to identify what needs to happen next.
• Soundbites and clips to share important moments from calls.
• Talk-time analytics to understand participation during meetings.
• Conversation intelligence on higher plans.
• Team analytics for admins on business plans.
• Integrations with CRM, collaboration, productivity, and project management tools.

Pricing

Fireflies offers four main pricing tiers:

• Free: for individuals who want to test meeting transcription, AI summaries, search, uploads, desktop app, mobile apps, Chrome extension, and API access with limits.
• Pro: $10/seat/month when billed annually. Includes unlimited transcription, unlimited AI summaries, 8,000 minutes of storage per seat, downloads, talk-time analytics, action items, unlimited integrations, and AI credits.
• Business: $19/seat/month when billed annually. Adds unlimited storage, video recording, multi-language mode, conversation intelligence, team analytics, user groups, and more admin features.
• Enterprise: $39/seat/month when billed annually. Adds SSO, SCIM, HIPAA support, private storage, custom data retention, rules engine, dedicated account manager, and invoice payment.

3. Fathom

Fathom publicly states that it is SOC 2 Type II compliant.

Privacy & security measures

The main privacy and security points include:

• SOC 2 Type II compliance.
• GDPR compliance.
• HIPAA compliance.
• DPA availability for privacy and data-processing reviews.
• Annual security reports and certifications.
• Penetration-testing reports.
• SSO and SCIM support.
• Customer-data deletion options.
• No sale of user data to third parties.
• AI subprocessors not permitted to train on user data.
• Organization-level opt-out for certain AI improvement uses.
• Custom data retention policies on Business plans.

Features

Core features include:

• Unlimited meeting recordings on the free plan.
• Unlimited transcriptions on the free plan.
• Instant AI call summaries after meetings.
• Search across calls to find past meeting details.
• Clips and playlists to share important moments.
• AI-generated action items on paid plans.
• Advanced call summaries on paid plans.
• Custom meeting bot on paid plans.
• Global search across shared team calls on team plans.
• Collaboration with comments, folders, and keyword alerts.
• Custom transcription vocabulary for teams.
• CRM sync and field sync on business plans.
• Coaching metrics and AI scorecards on higher plans.
• Integrations with tools such as Slack, Salesforce, HubSpot, Notion, Asana, ChatGPT, Claude, Zapier, and more.

Pricing

Fathom has a generous free plan.

Its main pricing tiers are:

• Free: $0 forever. Includes unlimited recordings, unlimited transcriptions, instant AI call summaries, clips, playlists, and search across calls.
• Premium: $16/month per user when billed annually. Adds advanced call summaries, AI-generated action items, conversational meeting assistant, and custom meeting bot.
• Team: $15/month per user when billed annually, with a 2-user minimum. Adds global search across shared calls, playlists of highlights, collaboration, customized transcription vocabulary, and SSO.
• Business: $25/month per user when billed annually, with a 2-user minimum. Adds CRM field sync, Deal View, coaching metrics, AI scorecards, custom data retention policies, and professional services options.

4. Fellow

Fellow is also a SOC 2-compliant AI note taker.

Features

Core features include:

• AI meeting recording for online meetings.
• AI meeting transcription in many languages.
• AI-generated summaries with key points and next steps.
• AI action items to identify responsibilities after the meeting.
• Ask Fellow, which works like an AI assistant for your meeting history.
• Meeting agendas to prepare conversations before they happen.
• Collaborative notes for internal alignment.
• Recording library to centralize meeting history.
• Custom recording channels to control how recordings are shared.
• CRM integrations with tools like Salesforce and HubSpot.
• Project management integrations with tools like Asana, Jira, Linear, and ClickUp.
• Bot and bot-free recording options depending on the meeting context.
• Transcript redaction on Enterprise plans.
• Advanced recording permissions on Enterprise plans.

Privacy & security measures

Important security measures include:

• SOC 2 Type II compliance.
• HIPAA compliance.
• GDPR compliance.
• AES-256 encryption for protected data.
• TLS 1.2+ encryption for data in transit.
• Role-based permissions.
• SSO on advanced plans.
• SCIM and user provisioning on Enterprise plans.
• Detailed audit logs.
• Annual third-party penetration testing.
• Intrusion detection systems.
• Transcript redaction.
• Pause and resume recording controls.
• Domain control.
• Custom recording permissions.
• No AI training on your meeting data.

Pricing

Fellow offers several plans:

• Free: $0/user/month. Includes limited AI notes and recordings, audio and video uploads, AI summaries, transcriptions, action items, Ask Fellow, and integrations with Google Meet, Zoom, Microsoft Teams, and Slack.
• Team: $7/user/month when billed annually. Includes 10 AI notes and 10 AI recordings per user per month, meeting automations, project management integrations, Confluence and Notion integrations, and API access.
• Business: $15/user/month when billed annually. Includes unlimited AI notes and recordings, sales recap templates, org-wide meeting templates, advanced CRM integrations, keyword tracking, and API access.
• Enterprise: $25/user/month when billed annually, starting at 10 users. Includes advanced recording permissions, domain control, user provisioning, security and legal reviews, org-wide meeting analytics, AI-powered CRM field updates, transcript redaction, and API access.

5. Otter AI

Otter AI has recently eannounced successful completion of a SOC 2 Type II attestation.

Features

Core features include:

• Live transcription during meetings and conversations.
• AI meeting summaries to capture the main points after the call.
• Speaker identification to help you understand who said what.
• Audio recording and playback for reviewing details later.
• Otter AI Chat to ask questions about your meetings.
• Collaborative note editing on paid plans.
• File imports for audio and video transcription.
• Advanced search to find important moments across conversations.
• Mobile apps for recording conversations away from your desk.
• Team vocabulary to improve recognition of names, acronyms, and industry terms.
• Integrations with Zoom, Google Meet, Microsoft Teams, Slack, Salesforce, HubSpot, and Zapier depending on your plan.

Privacy & security measures

Important privacy and security measures include:

• SOC 2 Type II attestation.
• Independent auditor involvement.
• Enterprise-grade security controls.
• SSO and SCIM on Enterprise plans.
• Domain capture for enterprise account management.
• HIPAA compliance add-on for eligible Enterprise customers.
• Admin and workspace controls on team plans.
• Data Processing Agreement availability for business and enterprise reviews.
• API and webhooks on Enterprise plans.
• Video replay for Zoom and Google Meet on higher plans.

Pricing

Otter offers several plans:

• Basic: free forever. Includes 300 monthly transcription minutes, 30 minutes per conversation, and 3 lifetime file imports.
• Pro: $8.33/user/month when billed annually. Built for individuals and small teams that need more transcription minutes, file imports, advanced search, export, playback, and collaboration.
• Business: $19.99/user/month when billed annually. Built for teams that need higher usage, collaborative note editing, admin features, and stronger workspace controls.
• Enterprise: custom pricing. Adds SSO, SCIM, domain capture, enterprise-grade security, HIPAA compliance add-on, Otter API, webhooks, and customer success support.

6. Read AI

Read AI is another SOC 2-compliant AI note taker.

Features

Core features include:

• AI meeting notes with summaries, topics, and action items.
• Meeting transcripts so you can review what was said.
• Audio and video playback on higher plans.
• Video highlights on Enterprise plans.
• AI search across meetings, emails, and messages.
• Meeting analytics to help you understand participation and engagement.
• Speaker coaching for users who want feedback on their meeting behavior.
• Email and inbox insights for Gmail and Outlook.
• In-person meeting capture for offline discussions.
• Chrome extension for Google Meet, Gmail, and browser workflows.
• Desktop and mobile apps for Windows, macOS, iOS, and Android.
• Integrations with tools like Zoom, Google Meet, Microsoft Teams, Slack, Outlook, Salesforce, HubSpot, Jira, Notion, and more.

Privacy & security measures

Read AI’s security model focuses on privacy, access control, and enterprise governance.

Important security and privacy measures include:

• SOC 2 Type 2 certification.
• GDPR compliance.
• HIPAA-aligned deployments with BAA support on eligible Enterprise+ setups.
• Encryption in transit and at rest.
• No customer-data training by default.
• User control over data sharing.
• Account and meeting deletion options.
• Subprocessor transparency through the Trust Center.
• SCIM user provisioning.
• SAML-based SSO.
• Domain capture to prevent unmanaged free accounts under your company domain.
• Custom data retention policies for organizations with strict compliance needs.

Pricing

Read AI offers several plans:

• Free: includes 5 free meetings per month, with no credit card required.
• Pro: for users who need more meeting reports, integrations, and paid-plan features.
• Enterprise: $22.50/user/month when billed annually. Adds audio and video playback, video highlights, 200 file upload credits per month, and premium support.
• Enterprise+: $29.75/user/month when billed annually. Adds HIPAA compliance, SAML and SCIM, domain capture, custom data retention, 300 file upload credits per month, and workspace onboarding.

FAQ

What is a SOC 2-compliant AI note taker?

A SOC 2-compliant AI note taker is a meeting assistant that has gone through an independent security audit based on SOC 2 criteria.

This matters because your AI note taker may process recordings, transcripts, meeting summaries, action items, customer information, candidate details, and internal decisions.

If your company uses AI notes for sensitive meetings, SOC 2 helps you understand whether the vendor has serious controls around security, confidentiality, availability, privacy, and data processing.

Why does SOC 2 matter for AI meeting notes?

Your meeting notes can contain confidential information.

A sales call may include budgets, objections, and pricing. A recruitment interview may include salary expectations, personal history, or candidate feedback.

Once an AI note taker captures that meeting, the information becomes stored data. SOC 2 helps your team check whether the vendor protects that data properly.

It does not make a tool risk-free. But it gives your IT, legal, and procurement teams a stronger basis for vendor review.

What is the difference between SOC 2 Type I and SOC 2 Type II?

SOC 2 Type I checks whether a company’s controls are designed properly at a specific point in time.

SOC 2 Type II goes further. It checks whether those controls actually work over a period of time.

For most companies, SOC 2 Type II is more reassuring. If you handle customer calls, hiring interviews, legal discussions, or enterprise data, you should usually ask for the Type II report.

Is SOC 2 enough to make an AI note taker secure?

No, SOC 2 is important, but it is not enough by itself.

You should also check encryption, retention controls, SSO, SCIM, audit logs, permission settings, data deletion, subprocessors, AI training policy, and recording consent workflows.

For AI note takers, you should be especially careful with recordings. Audio and video files can contain more sensitive context than a written summary.

Should I choose a SOC 2 AI note taker for sales calls?

Yes, especially if your sales calls include customer data, pricing, objections, budgets, or contract discussions.

For sales teams, security is only part of the decision. You should also check CRM integrations, follow-up email generation, call summaries, coaching features, and pipeline workflows.

Noota is useful if you want meeting data to become CRM updates and structured follow-ups. Fireflies, Fellow, and Read AI are also relevant if you want meeting archives, governance, or analytics.

Should I choose a SOC 2 AI note taker for recruitment?

Yes, if your team records interviews or candidate conversations.

Recruitment notes often contain personal data. That means you need strong controls around access, retention, deletion, and sharing.

A SOC 2 report helps, but you should also check whether the tool supports ATS workflows, interview templates, consent management, and restricted access.

What should I ask vendors before buying?

Ask these questions before choosing your AI note taker:

• Do you have SOC 2 Type I or Type II?
• Can we access the latest report?
• Do you train AI models on our meeting data?
• Where is our data hosted?
• Can we define retention rules?
• Can we delete recordings and transcripts?
• Do you support SSO and SCIM?
• Can admins control who accesses meeting notes?
• Which subprocessors process our data?

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