Communications Archiving and Review

Capture, review, and store client communications in a WORM-compliant format across key channels, including:

• Email: Preserve every communication sent or received across your email’s domain
• Websites: Snapshot and retain web content to support marketing compliance
• Text Messaging: Capture text messages natively across iMessage and WhatsApp – no app-switching required.
• Social Media: Capture and store firm & employee posts from LinkedIn and X
• Professional Messaging: Preserve communications sent through 3rd party texting services, including MyRepChat, CellTrust, and RedTail Speaks

Comply’s partnership with LeapXpert makes us one of the few vendors who offer truly native iMessage and WhatsApp capture. That means employees can text through iMessage and WhatsApp as they regularly would – no app-switching required. 

• Capture full conversation threads, edited and deleted messages, timestamps, attachments and multimedia, and message reactions (i.e. emojis) 
• Reps can keep their existing phone numbers 
• Compliant with Apple and WhatsApp terms of service 
• Full encryption from capture to archive 

Mark users for heightened supervision, choose your preferred sample size, and easily filter archived content by channel, keyword, date range, and more.

Intuitive navigation streamlines record searches and brings speed and efficiency to the review process.

Securely store archived data and maintain a centralized compliance log to track and document completed reviews.