Compliance
The call recorder your compliance team will approve
Junior screens every call against the rules your compliance team sets, from MNPI and consent to who can see what once the call is over, and records every decision in a full audit trail. We built it with advice from SEC-grade securities lawyers.
- MNPI screening on every call
- Configurable ethical walls
- Full audit trail
Why Junior
Compliance without the chaperone
Three things change when Junior is on the call
- 01
Set your rules once
Compliance sets the policy one time: which meetings are recorded, how long each record is kept, what gets flagged and who can see it.
- 02
Applied to every call
Junior applies the same rules to every call, from what gets recorded to who can see it. Coverage no longer depends on who is free to listen in, so no call goes unchecked.
- 03
Review findings, not calls
Compliance reviews findings instead of chaperoning calls. Each one comes with the passage and the rule it met, so your team acts on what matters and every decision goes on the audit trail.
Compliance, in numbers
- Of calls screened for compliance and MNPI risk
- 100%
- Saved per call, with zero hours chaperoning
- 1.5h
- Saved by a leading US PE fund
- $2M
- Cumulative AUM at firms using Junior
- Over $1tn
Compliance map
Your rules, on every call
From consent to who sees what
Junior runs a rules engine your compliance team configures. Follow one call from the calendar invite to the firm library, and see where each control applies.
One call, five checkpoints
| Stage | The problem | With Junior | Controls |
|---|---|---|---|
| 01 Before the call, compliance decides what gets recorded | Note-takers leave the recording decision to whoever is on the call. IC, valuation and legal calls end up transcribed. | Recording rules are set by meeting type, so restricted meetings are never recorded. Retention follows the call type too. | Recording rules by meeting type, retention by call type, temporary or permanent artefacts |
| 02 On the call, everyone knows and anyone can stop it | Experts and counterparties don’t always know a call is being recorded, and have no easy way to stop it. | When the bot joins, it introduces itself with a message you write. Any host can remove it at any time, and the record shows when it left. | Custom bot message, removable bot, consent capture, watermarked outputs |
| 03 Screening checks every call against your rules | Chaperoning is slow and expensive, so it covers a sample. The rest of the calls go unchecked. | Every passage of every call is screened against the rules you set. MNPI is checked against public sources, so news already out isn’t escalated. | MNPI, off-platform contact, self-identification on blinded calls, missing disclaimer, sensitive terms, your own policies |
| 04 Review lets compliance decide what the team sees | A flag only helps if compliance can act on it before the deal team has read the passage. | Each finding shows the passage, the rule and the reasoning. Dismiss, confirm or escalate it, or set a default per rule. Open findings stay hidden. | Dismiss, confirm or escalate, default action per rule, redaction, full audit trail |
| 05 Access stays behind ethical walls after the call | Once a call lands in a shared library, it’s hard to say who can see it, or who it can be passed to. | Calls stay inside the project unless policy allows otherwise. Teams are walled off from each other, and sharing follows rules compliance sets. | Configurable ethical walls, project ring fence, sharing controls |
Rules, categories and settings are configured for each firm.
Already reviewed at MBB and Big 4 firms
What used to take 10 to 14 hours a week now takes a couple of hours, once a week.
Call compliance
Every control your reviewer will ask about
- 01
MNPI screening on every call
Checked against public sources before anything is escalated.
- 02
Configurable rules engine
Your policies, applied to every call.
- 03
Recording rules by meeting type
Restricted meetings are never recorded.
- 04
Retention by call type
Decide which artefacts are kept, and for how long.
- 05
Removable bot
Any host can remove the notetaker at any time.
- 06
Consent capture
A disclosure message you write, with a record of when it was shown.
- 07
Configurable ethical walls
Keep teams like credit and private equity apart.
- 08
Redaction
Remove flagged passages from the team or from the firm library.
- 09
Full audit trail
Every flag, decision and change, with a timestamp.
- 10
Optional anonymisation
Remove the expert’s identity before a call is shared.
Your firm runs on conversations
Junior records the ones your policy allows, so your team can stop taking notes and start doing the work that AI can't.