Auto‑naming for Context and Documents 🏷️
Set your own naming format once and we’ll name new context notes, live transcriptions, and documents for you automatically. This keeps titles consistent and saves time.
- Build custom title format by dragging and dropping tokens like date, time, and client name, with a live preview.
- Find it in Manage Account -> AI Preferences → Auto naming; reset to defaults anytime.
Everbility is now SOC2 Type 2 compliant
We completed our SOC 2 Type 2 audit! Same Everbility, now more secure! 🔐
Start transcriptions faster from the Clients list 🎤
Kick off a live transcription right from the Clients table.
- New Transcribe button beside each client in your client list.