RingCentral
SAFE subscribes to your call and message events, so every relevant conversation is captured and documented the moment it ends.
- →How it connects: one-click OAuth sign-in — no passwords stored
- →Captures: calls, voicemails, recordings, and SMS threads
- →Transcribes: calls and voicemails automatically for AI summaries
Microsoft Outlook
Inbound and outbound emails are captured and documented with no action from your team, and the built-in Outlook add-in handles anything that needs a human decision.
- →How it connects: Microsoft admin consent (app-only Graph access)
- →Captures: inbound and outbound emails, with attachments
- →Includes the Outlook add-in: part of the Outlook Mail service, for documenting emails on demand
HawkSoft
HawkSoft is where everything lands. SAFE documents each communication as a standardized log note, and can create tasks with an assignee and due date.
- →How it connects: secure API credentials (Client ID & Secret), verified before enabling
- →Reads: your client list, policies, and contacts to match communications
- →Writes: log notes, PDF attachments, and tasks into the client file
SharePoint
Keep a durable copy of every communication in your own SharePoint document library for E&O protection.
- →How it connects: Microsoft admin consent + your library link
- →Stores: recordings, emails, attachments, and generated PDFs
- →Yours: everything lives in your own SharePoint tenant
Azure Blob Storage
Prefer Azure? Point SAFE at your own Blob storage container instead of SharePoint. It's your choice, per agency.
- →How it connects: your storage connection string & container, verified first
- →Stores: the same artifacts as SharePoint, in your Azure account
- →Access: files served via short-lived, access-scoped links
SAFE Storage
Don't want to connect your own storage? SAFE includes secure default storage out of the box. Your recordings, emails, and documents are still captured and attached to every HawkSoft log note, with no setup required.
- →Nothing to connect — it's built in
- →Used automatically when you haven't connected SharePoint or Azure Blob
- →Counts toward your plan's storage allowance