AI tool register · Meeting notes
Is Otter.ai safe for client meetings?
Below Enterprise, Otter’s own privacy policy says it trains its models on de-identified recordings and transcripts, and we found no way to opt out. Its note-taker can also join meetings automatically once a calendar is connected. For client meetings, that makes it an Enterprise-only tool.
PlanTrains on your content
- Basic, Pro, BusinessYes
- EnterpriseNo
Read October 5, 2026Otter.ai, Inc.
What Otter.ai does with your data, plan by plan
Basic, Pro, Business
Yes
Otter trains its own AI on de-identified audio recordings and on transcriptions, which its privacy policy says may contain personal information. No opt-out for these plans was found on the pages reviewed. Source (opens in a new tab)
- How long it is kept
- No fixed period. Otter keeps personal information as long as necessary for its stated purposes. Deleted conversations move to Trash and are auto-deleted after 30 days.
- Admin controls
- 2-factor authentication on all plans. Business adds admin features such as activity logs and usage analytics. The pricing page lists SSO, SCIM, and custom data retention under Enterprise.
Enterprise
No
Enterprise workspaces are opted out of AI model training by default. Otter says this is enforced through the Enterprise agreement and workspace configuration. Source (opens in a new tab)
- How long it is kept
- The organization defines how long data is kept and when it is deleted, using custom data retention settings.
- Admin controls
- SAML SSO, SCIM, domain capture, data retention policies, locked Notetaker auto-join settings, keyword blocking for the Notetaker, enforced pre-meeting recording notices, and an option to disable speaker voice learning.
Where your data is stored
Otter names Amazon Web Services, based in the United States, as its provider for compute and data storage. No regional storage option was found on the pages reviewed.
Source (opens in a new tab)Attestations
What the vendor has had audited
SOC 2 Type 2 report. Otter says its security policies are based on the ISO 27001/2 framework, which is not a statement of certification. It also says it follows HIPAA requirements.
Source (opens in a new tab)Worth knowing
What to watch for
Otter trains its own models on de-identified recordings and transcripts. It says the process is automatic and that recordings are not reviewed by a human without explicit consent.
Source (opens in a new tab)Once a calendar is connected, the Notetaker can join meetings automatically. 1 setting joins every event with a Zoom, Google Meet, or Teams link, then records, transcribes, summarizes, and shares.
Source (opens in a new tab)Otter discloses personal information to data labeling providers that create training and evaluation data, and to artificial intelligence service providers.
Source (opens in a new tab)Otter collects screenshots taken during meetings, plus calendar and contact information from accounts you connect, such as Google or Microsoft.
Source (opens in a new tab)
Our take
For a firm of 15 to 200 people
Treat Otter as unsuitable for client meetings below Enterprise. If people use it, turn off auto-join and make sure every participant has agreed to be recorded before the note-taker enters.
This is our reading of the facts above, not a rating. We have no product to sell and take no referral fee from any vendor.
Compare and decide
How this was checked
Every fact on this page is taken from Otter.ai, Inc.’s own documentation as it read on . Vendors change these terms often, sometimes monthly. Check the linked page before you rely on it.
- Otter.ai Privacy Policy (training, retention, disclosures, AWS) (opens in a new tab)
- Otter Privacy & Security (SOC 2, training method, Trash deletion) (opens in a new tab)
- Enterprise Admin Controls Overview (training opt-out, SSO, SCIM, Notetaker controls) (opens in a new tab)
- How Privacy and Data Control Work in Otter Enterprise Trials (retention policies) (opens in a new tab)
- Otter pricing (plan features) (opens in a new tab)
- Automatically add Otter Notetaker to your meetings (auto-join options) (opens in a new tab)
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
A tool we haven’t covered?
Run the same questions on it yourself with the vendor risk assessment template.