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