Archival & eDiscovery
Every conversation is always compliant
Clerk Chat helps regulated teams stay fully compliant with built-in archiving, secure data management, and automated syncs to your preferred compliance platforms.
Multi-channel archival
Audit trails and conversation history
Whether you’re in finance, healthcare, transportation, or nonprofit work, every conversation is securely captured, encrypted, and audit-ready.
SMS
Every text message and attachment is archived with full timestamps and sender/receiver details.
Voice
Call recordings and call logs are stored securely with complete audit trails for regulatory and internal review requirements.
RCS
Rich cards, buttons, media, and message events are archived with full context, preserving the complete RCS experience for audits.
WhatsApp
All messages, media, and agent interactions are automatically captured and archived across global communication.
Trust & compliance
Recognized. Trusted. Branded.
There’s a right way to engage your customers - and it starts with trust.
Branded Messaging
With RCS your business logo, colors, and name establish authenticity and prevent fraud impersonation, ensuring members recognize legitimate communications.
Branded Calling
Display your business name and logo on member phones to reduce call screening, build trust and meet financial industry standards.
Verified
Your brand is verified and registered with phone carriers and regulatory bodies, so your customers always know it’s truly you reaching out.
Explore more pricing options
Visit our seat-based pricing page to compare features and add-ons.
Integrations
eDiscovery and archival exports
Clerk Chat automatically syncs to Microsoft Purview, Global Relay, and Smarsh, ensuring consistent, compliant archiving.
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Export all conversation history
Respond to audits, provide records, support FINRA and SEC compliance queries, and maintain consistent, governed data trails across your entire organization.
Global RelayPreserving every conversation in a tamper-proof, supervision-ready archive trusted by financial institutions worldwide.
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SmarshSync all customer conversations, across every channel, providing visibility for monitoring, retention schedules, and operations.
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Microsoft PurviewAutomatically archive every conversation inside Microsoft Purview for complete visibility and regulatory compliance.
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“What I'm most excited about with the partnership with Clerk Chat is the ability to create rich conversations. Clerk Chat gives you a new way to do that at a scale that is really important.”
Kathryn Frederick, CMO Los Angeles Rams
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“We’re messaging more efficiently, but more importantly, we’re sending those messages with confidence, because we know we can stand behind every communication from a compliance standpoint.”
Security & Compliance you can trust
Protect your business communications with Clerk Chat’s secure, compliant platform. We make it simple to stay on top of industry standards without sacrificing ease of use.
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Data Privacy Guaranteed
Worried about data security and privacy when it comes to AI? We have you covered. Your data is never trained on or shared.
HIPAA Compliant
Every message, call, and AI interaction meets the highest standards for patient privacy and data security.
SOC2 Type II Certified
Benefit from opt-in/opt-out functionality, and seamless integration with SOC 2 Type II-certified protocols for reliable security across every interaction.
