โš–๏ธ Legal & accounting

Compliance-grade calling, without the agency fees.

Always-on recording where you need it, on-demand where you don’t. Time-billing tags per call. Secure transcripts for matter notes. Built for firms where every call could end up in evidence.

Built for firms

When the phone call IS the work product.

Your billable hour starts when the call connects. Your audit starts the day a regulator asks for the recording.

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Always-on or on-demand recording

Per-user, per-DID, per-queue. Pause/resume for PCI moments.

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Time-billing tags

Tag a call to a matter mid-conversation โ€” flows into Xero/MYOB as a billable line.

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Long-term vault

Searchable, exportable, legal-hold-ready. 7-year retention available.

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Encrypted in transit + at rest

SRTP voice, AES-256 storage, AU-only data residency.

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Multi-partner routing

Caller picks partner via IVR; partner’s mobile twinned with desk.

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Matter-note transcripts

Whisper transcripts auto-attached to call record. Copy/paste into the matter file.

Real example

Westfield Advisory โ€” 6 partners, every call billable.

Mid-tier suburban accounting practice. Six partners, four BDMs, twelve support staff. They needed recording on partner lines (for compliance and dispute resolution), but NOT on the general reception line, and definitely not on internal calls.

We built a recording policy per user: partners always-on with 7-year vault, BDMs on-demand, reception never. Time-billing tags fire off a webhook into their MYOB practice file. Recordings are searchable by client name (transcripts auto-indexed).

When a client disputed an advice call 4 months later, partner pulled the recording in under 30 seconds from the IppyComms admin.

The recording-vault search alone earned its keep the first time we needed to verify a phone-call instruction. Took 30 seconds, not a 3-day legal scramble.
JW
Julian W.
Managing partner ยท Westfield Advisory
Recommended stack

Suggested plan & kit.

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Business plan

$29/user/month. Recording, queues, IVR.

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Vault add-on

$15/month per 50 users โ€” long-term, searchable.

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Yealink T54W

$449 โ€” executive phone for partner offices.

Compliance walkthrough, no obligation.

Send us your retention requirements; we’ll spec a policy and a tenant config to match.