Client privilege is everything. Send clients, co-counsel, or witnesses time-sensitive information that vanishes after delivery.
- ◆Brief a client before testimony, with no recording left on our servers to produce
- ◆Relay litigation strategy to co-counsel without putting it in email
- ◆Pass a confidential referral with context that shouldn't live on file
- ◆Walk a client through a settlement position before mediation
Attorney-Client PrivilegeLitigationCase Strategy
Handle performance conversations, terminations, and investigations with a message that disappears — protecting both parties.
- ◆Deliver candid coaching feedback before it enters the formal record
- ◆Notify a subject or witness of an investigation opening
- ◆Walk a departing employee through severance and next steps
- ◆Communicate a sensitive accommodation to an individual employee
InvestigationsTerminationsSensitive Feedback
Board dynamics, acquisition talks, and sensitive org decisions need to stay off email threads and out of discovery.
- ◆Relay a board directive to a direct report before the memo is drafted
- ◆Communicate a promotion or restructuring before the org-wide announcement
- ◆Share early-stage strategic pivots with a small leadership group
- ◆Send a candid investor update that belongs in a voice, not an email thread
M&ABoard RelationsStrategic Planning
Brief clients and coordinate with your team by voice, with no recording left on our servers once it has been heard.
- ◆Take a time-sensitive tip by voice without a saved copy on our servers
- ◆Brief a client on surveillance findings before the written report is ready
- ◆Coordinate field work with your team without leaving recordings behind
- ◆Relay sensitive findings that aren't yet ready for documentation
Not an anonymity tool. Messages are tied to your account, and email and text delivery leave records with those providers.
Client BriefingsField CoordinationFindings
Share portfolio moves, account changes, and wealth strategy conversations that should not live in an inbox indefinitely.
- ◆Set the agenda before a portfolio review without putting market commentary in email
- ◆Communicate urgency around a deadline or time-sensitive decision window
- ◆Relay context around an estate or trust situation before paperwork is issued
- ◆Walk a new client through onboarding before the formal documents arrive
Communications subject to SEC or FINRA recordkeeping rules must stay in your compliant archive.
Wealth ManagementClient UpdatesClient Privacy
Share embargoed findings and sensitive context with editors and colleagues in a message that is heard once and then removed.
- ◆Take a time-sensitive tip by voice without a saved copy on our servers
- ◆Brief a colleague on embargoed findings before publication
- ◆Send a source or colleague a sensitive message that is removed after one listen
- ◆Share sensitive context with an editor that shouldn't be in the story notes
Not an anonymity tool and does not hide who is communicating. For sources who need anonymity, use tools built for it.
Embargoed InfoEditor BriefingsSensitive Context
Healthcare
Deliver general guidance and non-identifiable communications to patients and staff quickly and privately.
- ◆Send a general wellness reminder or care instruction after an appointment
- ◆Deliver a shift handoff or team update without leaving it in an unsecured inbox
- ◆Share pre-intake context with a referring provider before formal paperwork
- ◆Communicate procedural guidance to staff that doesn't need to be on file
Not intended for communications containing protected health information (PHI). Consult your compliance officer before use in clinical settings.
General GuidanceStaff CommsNon-PHI Only
Offers, counteroffers, and buyer motivation stay private when they self-destruct after the other party plays them.
- ◆Brief a buyer on their negotiation position before submitting an offer
- ◆Relay a seller's bottom line to your client without putting it in writing
- ◆Communicate urgency or motivation that shouldn't be documented
- ◆Coordinate a complex multi-party transaction without a growing email chain
Offer StrategyNegotiationClient Confidentiality
Brief clients on threat assessments and incident response by voice while the formal report is still in progress.
- ◆Deliver a threat assessment verbally before the formal report is finalized
- ◆Brief a client on an active incident while the written record is still being prepared
- ◆Relay sensitive findings that should not sit in an inbox
- ◆Coordinate a response plan with a small team without leaving recordings behind
Not a substitute for documentation your engagement or the law requires.
Threat AssessmentIncident ResponseClient Briefings
Sensitive Conversations
Some things are better said out loud — and better left unsaved. Share what you need to say without worrying about screenshots or forwarded messages.
PrivacyVoiceNo screenshots
Family Matters
Estate discussions, sensitive family news, personal updates you want delivered privately — without a group chat record that lingers.
Estate planningFamily commsPrivate updates
Surprises & Plans
Coordinate proposals, events, and gifts without the risk of a message being seen by the wrong person at the wrong time.
ProposalsEventsGifts
Discrete Personal Conversations
When you want a conversation to stay between two people — and only two people — Privitum ensures it does.
DiscretionOne-on-oneNo saved copy