AI notetaking & recording policy

EFFECTIVE JAN 1, 2026

LAST UPDATED: MARCH 23, 2026

This AI Recording & Communication Consent Policy (“Policy”) applies to all interactions with OPEX Rockville LLC, doing business as OPEX Shady Grove (“Company,” “we,” “our,” or “us”).

Use of AI Recording Tools

To support accurate communication, documentation, and service delivery, we may use AI-powered tools that record, transcribe, and/or summarize interactions.

These tools may be used during:

Phone calls, Video meetings (including Zoom or similar platforms), In-person consultations, where applicable

Consent to Recording

By engaging with OPEX Rockville LLC dba OPEX Shady Grove, including participating in calls, meetings, consultations, or other communications, you acknowledge and agree that:

Your communications may be recorded and/or transcribed using AI-powered tools

Resulting recordings, transcripts, and summaries may be used for internal purposes, including documentation, quality assurance, training, and service improvement

Opt-Out Option

You may opt out of recording or transcription at any time.

To do so, you must notify a member of our team prior to or during the interaction. Upon request, we will make reasonable efforts to accommodate your preference, which may include:

Disabling recording or transcription for that interaction

Offering alternative communication methods where feasible

Please note that opting out may limit our ability to provide detailed documentation, summaries, or follow-up support.

Data Handling & Privacy

We take reasonable steps to safeguard your information. Any recordings, transcripts, or summaries are:

Used solely for legitimate business purposes

Stored using secure systems and trusted third-party service providers

Accessible only to authorized personnel

We do not sell your information or share it with unauthorized third parties.

Policy Updates

We reserve the right to update or modify this Policy at any time. Updates will be reflected on this page with a revised effective date.

For questions regarding this Policy, please contact Josh at josh@opexshadygrove.com