It depends on your regulator and the work you do, which is exactly why it’s worth checking rather than assuming. Some firms have explicit recording obligations, others simply need a defensible record of what was agreed. We help you establish what applies, then configure recording, retention periods and access controls to match — including the privacy notices that come with it.

For most firms, yes. Teams Phone brings calls, chat, meetings and video into the platform your team already uses, which removes a separate system to license and support. We assess whether it’s the right fit for your call volumes and handling needs, then design the calling routes, numbers and resilience around it — it isn’t simply a licence you switch on.

This is the risk most firms underestimate, because cloud phones and video both depend on that one connection. We design connectivity with a secondary route so calls and meetings keep running through a fault or an outage, and we monitor performance continuously rather than waiting for your team to report that calls are breaking up.

They can be, but rarely at default settings. Left unconfigured, meeting links can be forwarded and joined by anyone who has them, with recording and sharing left wide open. We set lobby controls, joining restrictions, recording rules and retention so client conversations stay private and your firm can evidence how they were handled.