PRIVATE 3CX AI SERVER · HEALTHCARE, LEGAL AND FINANCE
SECURE CALL RECORDING AND TRANSCRIPTION FOR REGULATED BUSINESSES
If you work in healthcare, law or financial services, your calls carry information you're trusted to protect. On our Private 3CX AI Server, every call is recorded and transcribed privately, and none of it goes to a third-party AI service.
Who it's for
Built for the sectors where a call can never go astray
Healthcare providers, law firms and financial firms all have one thing in common: what's said on the phone is confidential, and someone will ask where it's kept. Choose your sector to see how our Private 3CX AI Server fits.
Healthcare
Clinics, practices and care providers
Patient conversations kept private, with transcripts that save time on admin.
Read more ↓Legal
Law firms and legal practices
Client calls protected, with a clear record to support attendance notes.
Read more ↓Finance and IFAs
Financial advisers and firms
Recordings archived for seven years, in line with FCA retention expectations.
Read more ↓Healthcare
Call recording and transcription for healthcare providers
Patients share health details on the phone that they'd only tell their clinician. When those calls are recorded and transcribed, you need to know exactly where they go. On our Private 3CX AI Server, they stay private and never go to a third-party AI service.
Transcription can take some of the admin off your reception and clinical teams. Each call can come with a transcript and a short summary, ready to check and add to your records, so staff spend less time writing up and more time with patients.
Transcripts aren't perfect, so they work best as a starting point that someone checks, rather than a finished record.
How it fits a healthcare team
Patient calls kept off third-party AI services
A searchable record of what was said, and when
Less time typing up calls for reception and clinical staff
Access limited to the staff you choose
Legal
Call recording and transcription for law firms
A recorded call with a client can hold confidential and privileged information. Sending it to a third-party AI service means handing client material to a company your firm has no relationship with. Our Private 3CX AI Server records and transcribes calls itself, so you can tell clients, and your compliance officer, exactly where their conversations are kept.
With transcription, each call can come with a transcript and a short summary, ready to check and copy into your case management system. It gives you a clear record of what advice was given and when.
If your firm works across several offices, everyone can sit on one 3CX system, with recordings for the whole firm kept in one place.
How it fits a legal team
A searchable record of client calls to support attendance notes
Client conversations never sent to a third-party AI service
One system and one set of recordings across every office
A clear record if a client remembers a call differently
7.5 hrs a day
If each of your 15 fee earners spends 30 minutes a day on call notes, that's seven and a half hours a day your firm could put back into client work.
Finance and IFAs
Call recording and archiving for financial firms and IFAs
Financial firms are expected to keep records of client conversations, and many have to record calls due to FCA regulations. Those records need to be kept safely, found quickly and held for the right length of time.
We offer seven-year archiving of call recordings for financial firms, to align with FCA retention expectations. Recordings and transcripts are kept privately on our Private 3CX AI Server, and none of it goes to a third-party AI service.
When a client or regulator asks for a call, you'll know exactly where it is. We can't advise on your specific FCA obligations, so check the retention period that applies to you with your compliance officer.
How it fits a financial firm
Seven-year archiving, to align with FCA retention expectations
Client calls never sent to a third-party AI service
Transcripts that make a recorded call quick to find and review
Recording rules set in 3CX to match your policy
7 years
Archiving of call recordings for financial firms, in line with FCA retention expectations.
Card payments
Taking card payments over the phone
If your team takes card payments on calls, card details shouldn't end up in your recordings. Under PCI DSS, the security standard for card payments, storing card numbers and security codes in a call recording is something to avoid.
3CX lets your staff stop and start recording while a payment is taken, so the card details aren't captured. It's a manual step, so it relies on your team remembering to use it every time.
If you take a lot of card payments by phone, a dedicated PCI-compliant payment solution may be the better long-term answer. We'll talk you through the options honestly, and tell you if pausing recording is enough for the way you work.
How pause and resume recording works
Your staff member reaches the point in the call where payment is needed.
They pause the recording in 3CX before the caller gives their card details.
Once the payment is taken, they resume recording and the call carries on as normal.
Side by side
Cloud AI transcription compared with our Private 3CX AI Server
Our role
Where we can help, and where your compliance lead comes in
We can
Set up recording, transcription, access permissions and retention in 3CX to match your policy, archive recordings for seven years for financial firms, and add the recording message callers hear.
We can't
Tell you what your policy should be under SRA rules, FCA rules or data protection law such as UK GDPR. That's for your COLP, compliance officer or data protection lead, and we're happy to work through the setup with them.
Why Zen
Why regulated businesses trust us with their calls
We've been doing this for 18+ years. We're a 3CX Titanium Partner, Advanced Certified, and our Private 3CX AI Server is backed by a 99.99% uptime SLA. Our UK support team is available 9am to 5:30pm, Monday to Friday, with 24/7 platform monitoring behind them.
Most of all, we stay close after go-live. The people who set up your system are the ones you'll speak to when something needs changing.
18+ yrs
Working with 3CX
Titanium
3CX Titanium Partner, Advanced Certified
99.99%
Uptime SLA
24/7
Platform monitoring, UK support 9am to 5:30pm, Mon to Fri
FAQs
Questions from regulated businesses
Does any call audio go to a third-party AI service?
No. Calls are recorded and transcribed privately on our Private 3CX AI Server. No patient, client or customer data goes to a third-party AI service.
How long can you keep recordings?
We set retention in 3CX to match your policy. For financial firms, we offer seven-year archiving to align with FCA retention expectations.
Can we stop card details being recorded?
Yes. 3CX lets staff pause and resume recording while a payment is taken. It's a manual step, so if you take a lot of card payments by phone, a dedicated PCI-compliant solution may suit you better. We'll talk you through it.
Can transcripts replace our notes or records?
They work best as a starting point. Transcripts aren't perfect, so someone should check the transcript and summary before it goes into your records.
Will you work with our compliance officer?
Yes. We'll work through the setup with your COLP, compliance officer or data protection lead so it matches the policy they decide.
Peace of mind in business telecoms
Talking to us about your call recording
Book a free consultation and tell us which rules you work under. We'll talk through how you record calls today and whether our Private 3CX AI Server is worth it for you. If it isn't, we'll tell you.