Compliance settings

The Compliance settings page lets your firm centrally control access, notetaker behavior, data retention, redaction, and disclosures for all meetings captured in Jump.

To get there, click on the Profile & settings icon at the bottom of the left-hand navigation panel, then select Compliance.

Choose which Jump features every user in your organization can access. Simply check or uncheck each item, then click Save. Typical options include:

Customize the avatar/name shown when the Notetaker:

Drag & drop or click Select file to upload your firm’s JPG for each state, then Save.

Configure when the notetaker should join meetings and how long it should wait for attendees.

Configure how the notetaker handles recording and transcription for phone calls.

Verify your phone number to use dial-in Join My Call. Call the Jump Notetaker from your verified phone to start recording.

Lets the notetaker capture Zoom meetings even when Zoom’s “Record to computer files” setting is off. When enabled, Jump will not use Zoom’s host recording -permission flow, so the host will not be asked to approve recording through Zoom.

Select preferences for how your meetings are shared between other members of your firm:

You can also select Show transcripts on meeting page to expose transcripts to the end user when retaining transcripts on No Recording mode.

Choose how long Jump keeps the transcript snippets used as quotes in Pulses, Signals, and Flash Surveys. These snippets come from your meeting transcripts.

Choose whether Jump plays audio alerts when someone starts or pauses a capture in the web browser, or when the capture needs attention. For example, if no audio is being picked up.

Allow audio alerts: Turn this on to play alerts, or, keep this off to keep the web recorder silent.

Determine how Jump handles recording consent:

This dropdown becomes available when Self Attestation - Confirm after or Automatic detection + Self Attestation is selected. Choose one or more roles allowed to confirm consent: Meeting owner, Meeting attendees, Team admins, or Shared users (users that have the meeting shared with them). Users without permission see the consent prompt but cannot answer it. Changes to this setting are audit logged.

Learn more about meeting capture consent here.

Require users to attest before:

Choose whether to play an audio message at the start of a captured meeting to let participants know the session is being captured or transcribed. There are three disclosures, and each one is turned on separately.

When you turn a disclosure on, you'll see a Default disclosure player so you can hear what plays. To use your own message instead, upload an .mp3 file below it. Your upload replaces the default.

Enable in-person capture disclosure: Plays when someone starts capturing on iOS, Android, or Web Recorder.

Capture disclosure audio file: Upload a custom in-person disclosure.

Enable virtual meeting capture disclosure: Plays when the notetaker attends a virtual meeting, such as Zoom or Teams.

Virtual capture disclosure audio file: Upload a custom virtual disclosure.

Replay on participant join settings: Choose when the disclosure replays as additional participants join.

Enable Join My Call disclosure: Plays when the Join My Call notetaker joins a phone call.

Join My Call disclosure file: Upload a custom Join My Call disclosure.

Disclosure delay: The delay, in seconds, before the disclosure plays. Leave this blank to use the default.

Play capture indication tone while notetaker is active: Plays a tone at a set interval during the call.

Enable this setting to include a custom disclosure on notes that were generated by Jump. This disclosure remains in the note once synced to the CRM. End users are unable to remove or edit this disclosure within Jump.

Enable this setting to decide whether users can copy the transcript or download media.

Choose whether users can download Insights CSV or PDF files, or generate Insights reports.

Use this setting to decide who Jump automatically emails transcripts to after a meeting finishes processing. This will not apply to private meetings.

This setting allows you to decide how long Jump keeps the Pre-meeting Prep it generates. If you set it to delete, prep is permanently removed after the delay and can’t be recovered.

Turn this feature on to add a checkbox to the pre-meeting prep page, letting advisors voluntarily confirm they reviewed the prep before a client meeting. Attestation is non-gating. No pre-meeting prep features are blocked whether or not an advisor checks the box.

Enable pre-meeting prep attestation turns the checkbox on for everyone on the account, and is off by default. The attestation message is the configurable wording shown next to the checkbox. Both settings can be locked down to child and descendant accounts.

Enable Account owners and Insights admins to view meeting details from Grow features, like:

Selecting these roles grants them view access only. To edit a meeting, they still need to be a Team admin or have the meeting shared with them.

Select what appears in Jump’s post-meeting summary emails:

Choose whether to append a “Generated by Jump” disclaimer to all AI-drafted emails.

Account owners and compliance admins can manage email notification preferences for users on the account.

The E-Comms tab controls how client communications sent through Jump flow through your firm's supervision infrastructure. To get there, click on the Profile & settings icon at the bottom of the left-hand navigation panel, select Compliance, then choose the E-Comms tab.

Manage how outbound communications are routed for compliance supervision. Only account owners can modify these settings.

Toggle this on to append the account's compliance disclosure to every client-facing email sent through Jump.

Toggle on Enable SMS reminder template to configure a standard SMS template for booking window reminders. When enabled, all SMS reminders from this account use this template.

The Forms & Documents tab controls where copies of Smart Form emails and

client submissions are sent, how long Smart Form data and uploaded documents are retained in Jump before automatic deletion, and whether Smart Form templates can collect file uploads from clients.

To get there, click on the Profile & settings icon at the bottom of the left-hand navigation panel, select Compliance, then choose the Forms & Documents

Decide whether Smart Form templates may include client file-upload fields.

When toggled on, Smart Form templates may include client file-upload fields. When toggled off, Smart Form templates cannot include client file-upload fields. Click Save when you're done.

Add one or more addresses in the Archive recipients field to send copies of

Smart Form emails and client submissions to a central compliance inbox. Click

Save when you're done.

Enter a number of days in the Retention period field to define how long Smart Form data is kept before automatic deletion. When set, form data is deleted the specified number of days after the form was created. Leave the field blank to retain Smart Form data indefinitely. Click Save when you're done.

Enter a number of days in the Retention period field to define how long uploaded documents are kept before automatic deletion. When set, document source files, parsed text, and previews are deleted the specified number of days after upload. Leave the field blank to retain documents indefinitely. Click Save when you're done.

For accounts that have attestations turned on, for either meeting notes or meeting prep, they will see the Attestation report tab in Compliance settings. If pre-meeting prep attestation is turned on, the report includes a PMP column, with a Pre-meeting prep line for each attestation event.

For each meeting, Jump will track the user who gave the attestation, for what, and when.

The report can be downloaded as a CSV file using the button on the upper right of the screen.

The Apps tab lists the third-party applications authorized to access your Jump account via a secure (OAuth) connection. Today this is where the RedTail integration appears, for firms that use RedTail.

To get there, click Profile & settings > Compliance > Apps.

Each app card shows the data the app can access and a toggle to enable or disable it for your account. Apps provided by Jump are enabled by default; switch the toggle off to remove access account-wide.

The AI Associate tab controls how AI Associate behaves for everyone on your account. These capabilities are off by default until you enable them. To get there, click Profile & settings > Compliance > AI Associate.

Turn on a guardrail to limit how AI Associate responds to a category of advice request. When enabled, it steers the user to a licensed professional or declines to answer, depending on how the request is worded. There are currently six guardrails available (Legal, Tax, Investment, Insurance, Fiduciary, Estate), all off by default.

Set AI Associate's access level for each type of connected integration: Email, CRM & Financial Planning, and Calendar. Each can be set to:

Click Save when you're done.

Here, you can configure AI Associate's chat features to customize your firm's experience.

Request a copy of your firm's meeting notes, transcripts, tasks, and recordings for a date range you choose. Every request is reviewed by Jump's security team. Once your export is ready, you can download it from this tab until the date shown in the Available until column.

Learn more: How to request a data export from Jump

At the bottom of each tab you’ll find Revert and Save buttons. Click Save to apply changes across your firm, or Revert to discard any unsaved edits.