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Security & compliance

Built for the call your lawyer makes.

How DialBrio is designed to protect your data and your clients' data. These are the controls in our architecture; a formal security review and DPA are available on Enterprise.

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Controls

What protects your data

The rules we build to

  • Tenant isolation

    Every record is scoped to an organization and checked on the server for every request. One client's workspace can't see another's.

  • Credentials stay server-side

    CRM tokens, telephony keys and payment secrets are encrypted at rest and never sent to the browser.

  • Signed webhooks

    Inbound events from your CRM and carrier are signature-verified, stored once, and processed idempotently, so duplicates never create duplicate leads or calls.

  • Audit log

    Consent sources, dial attempts, DNC changes, role changes and exports are recorded in an append-only log.

  • Access by role

    Admin, manager and agent roles are enforced by the API. SSO and custom retention on Enterprise.

  • Careful logging

    Logs carry request and tenant IDs, not transcripts or full phone numbers.

Compliance

Checked before every single dial.

DNC lists, consent source and state calling hours are enforced by the system, not a training doc. Included on every plan, with an audit trail ready when your lawyer asks.

Pre-dial · (512) 555-013638 ms
  • DNC · federalclear
  • DNC · state (TX)clear
  • DNC · internal listclear
  • Consent sourceweb form · 14:02
  • Calling hours · America/Chicago10:07 · open
  • Caller ID reputationhealthy

Cleared to dial

  • DNC and consent

    Checked before every dial.

  • Calling hours

    Per state, per time zone.

  • Audit trail

    Ready to export when your lawyer asks.

Questions

How does DialBrio handle compliance?

DNC lists, consent and state calling hours are checked before every dial, opt-outs block across every client, and an append-only audit log records consent, dials and opt-outs, so teams can prove what was dialed and when.

Keep reading

Put every client on one queue.

Book a 20-minute demo. Bring your GoHighLevel setup and we will show you how it maps to DialBrio.

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