From the evidence
to the case narrative.

Yes. In “Add source”, choose Files and drag them onto the drop area, or pick them on your computer: PDF, Word, Excel, PowerPoint, text, photos, audio and video, several at once or a whole folder. Each file is read like any other source, with the page and the date cited in the answers. Audio, photos and video are read on the paid plans; Free reads the text and the documents.

Put the document in the OneDrive folder connected to the case (a subfolder of it works too). In TranscriptMe, open Imports and click “Check for updates” on the folder's card: the screen compares the folder with what was already read and lists what is new, what changed and what was deleted.

Then click “Sync now”. Only the new and modified files are downloaded and read, what was deleted from the folder leaves the case, and the rest is not read again. A sync does not count toward the month's imports.

The check shows once the folder's import is complete: while it is being processed, wait for it to finish. A file in an old format (.doc, .xls, .ppt) is not read: save it in the current format (.docx, .xlsx or .pptx), in the same folder, and sync again.

Up to 5 GB per uploaded file, on every plan. The whole account, adding up every case, keeps up to the plan's storage: 1 GB on Free, 10 GB on Solo and 50 GB on Firm; on Enterprise, to measure. Whatever would go past that is refused before it starts, be it an upload, a OneDrive folder or a sync, and nothing already kept is deleted: to free up space, delete a case or a source you no longer need, or move up a plan. If the connection drops halfway, the upload resumes where it stopped. In a OneDrive folder, a regular file over 500 MB is skipped and shows in the list of what was not read, with the reason.

No. The connection asks Microsoft for read permission only (Files.Read.All): TranscriptMe reads the folder you choose and does not write, move or delete anything in your OneDrive. The key to that connection is stored encrypted (AES-256-GCM) in our database.

No. To read and answer, the case content goes through the Anthropic, OpenAI and Mistral APIs, and the terms of those APIs do not allow it to be used to train models. It is a contractual guarantee, not a technical lock.

No import ends in silence: what was not read shows on the screen by file name and reason (a format we do not read yet, the size, a reading that failed). In a OneDrive folder, “Read again” retries what failed to be read.

On iPhone, open the chat, tap the contact or group name and choose “Export Chat”. On Android, open the chat, tap the three dots, then “More” and “Export chat”.

Choose “Include media” (on iPhone, “Attach media”) to bring photos, audio, video and documents, or “Without media” for the text only. WhatsApp creates a ZIP file, and that is the file you upload: from iPhone or Android, one-to-one or group, up to 5 GB per file. If the ZIP with media is bigger than that, export the chat without media: the text always fits. Mind WhatsApp's own limit: an export with media carries only the 10,000 most recent messages, and without media, up to 40,000; in a long chat, older photos and audio are left out of the ZIP, and no upload recovers what WhatsApp did not export.

Yes. Every statement in an answer ends with its source: the message, the exact second of the voice note or video, the page of the PDF or the section of the Word file or spreadsheet. On screen the citation becomes a card that opens the evidence at that point, with the file it came from and the date. When a search finds nothing, the answer says there is no evidence of it in the record instead of filling the gap, and closes with “Coverage and caveats”.

Free reads the text: messages, e-mails and documents. Solo, Firm and Enterprise also read audio, photos, video and stickers: audio and video are transcribed, and photos and video are described. On Free, the media is listed by name among what was not read; when you subscribe, it is read without importing again.

The case content lives in a managed PostgreSQL database at DigitalOcean, isolated per case inside the database itself (Row Level Security), with encrypted transport and the provider's encryption at rest. The people invited to the case are the ones with access to it; every action goes into an audit trail, and the account can turn on two-step verification.

Backups are daily, encrypted before leaving the server, kept in two clouds and with a recorded restore drill. To read and answer, the content goes through the Anthropic, OpenAI and Mistral APIs (see “Does the case data train AI models?”). Our information security management system, along the lines of ISO 27001, is in progress, with no certification yet.

Yes, on Firm and Enterprise. On the case team screen, the case owner or a case administrator types the person's e-mail and picks the role: a member sees the record, asks, imports and marks evidence; a case administrator also invites and removes people, changes the lens and deletes sources.

The person receives an e-mail invitation valid for 7 days and, once accepted, sees only the cases they were invited to. Free and Solo are for one person; Firm goes up to 5 people in the firm, and Enterprise has no cap.

Yes, on the account page. “Download my data” creates a ZIP with what is yours: profile, consents, account events, your part of the audit trail, the cases and firms you belong to and the invitations; the content of the cases is not in it.

“Delete my account” first shows what happens to each case (what is only yours is deleted; what is shared and has an administrator passes to them) and asks for your password or a second-factor code. The deletion happens 30 days after the request: until then, signing in again shows “Keep my account”, which puts everything back as it was.

The site, the app and the e-mails are in Portuguese and in English, and so are the summaries, the topics and the lenses. The WhatsApp export is read with a 24-hour or AM/PM clock, and deleted and edited messages are recognized in Portuguese and in English. Audio and video are transcribed in Portuguese and, when the English speech lasts 2 seconds or more, in English; speech in other languages comes out translated into Portuguese.