SAFE captures your calls, emails, texts, and PDFs, then writes consistent, AI-summarized log notes into HawkSoft automatically. No extra steps. No missed records.
“We built SAFE initially for our agency — no wasted time dragging & dropping emails, copying in AI-created call summaries from RingCentral, or spending time copy & pasting text messages with clients into log notes. I wanted E&O protection with copies of all communication in my SharePoint and in HawkSoft. As I told other agency owners about it, they wanted the same automation. So we moved from an agency solution to an industry solution.”
SAFE downloads your calls, text messages, and emails. Then SAFE saves those records in a clickable log note in HawkSoft. The notes contain metadata, tags, and AI summaries, so search is simple and efficient.
When a phone number or email is already attached to a client file in HawkSoft, SAFE matches and documents the communication automatically, adding an AI-generated summary, metadata, and searchable tags inside the log note.
Not every call or email matches a client file. When a phone number or email isn't in HawkSoft, such as calls with carrier underwriters, claims reps, or vendors, SAFE still captures and summarizes the communication, then gives your team a fast way to file it.
Everything SAFE captures is converted into a consistent, searchable log note, written the same way, every time, by every team member.
No more guessing how something was logged, or whether it was logged at all.
When every log note follows the same structure, your agency runs faster.
For every call, text, and email, SAFE writes a clear title and summary, pulls out the action items, and files it under the right tags, so your log notes are consistent, searchable, and done without anyone typing them.
SAFE works quietly in the background. There's nothing to turn on, no new software to learn. While your team works in HawkSoft, talks on RingCentral, and emails through Outlook, SAFE is listening, capturing, and documenting. Seamless and invisible.
Log notes, activities, and attachments written directly into HawkSoft, automatically.
Call recordings, transcripts, and text messages captured from your phone system.
Inbound and outbound emails captured and documented, plus an Outlook add-in for on-demand use.
Seat-based pricing, one service at a time. Add RingCentral, Outlook, HawkSoft, the browser extension, and storage as your agency needs them, and scale seats up or down anytime. Start with a 10-day free trial, no credit card.
SAFE handles your clients' communications, so security isn't an afterthought.
Every login is verified with a one-time code sent to your email, so passwords alone aren't enough to get in.
Documents live in your own SharePoint or Azure Blob storage, and file links are short-lived and access-scoped.
Every agency's data, connectors, seats, and users are fully isolated from one another.
We're accepting agencies running HawkSoft, RingCentral, and Outlook. Tell us about your agency.