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Step by step, in 6 videos
4 minutes in total. Pick a step and watch along.
1
Video 1 of 6 · 25 sec
Create a case file
Jump straight to:
Prefer reading? See the steps with screens
1Everything starts with a case file: one folder per client. You start on Home.
2Click Create new at the top left and choose Case file.
3Type your client's name in the name field.
4Organisation and people are optional. You can add them later.
5Click Create case file at the bottom right.
6Your case file is ready. Your conversations, tasks and documents will go here.
Spotted something? Let us know
Report a problem or share your idea. We love making Wilson better every day.
Report a problemShare an idea
- 1In Wilson, click Feedback at the bottom left.
- 2Choose Problem or Idea.
- 3Tell us what's going on, add a screenshot if you like and click Send.
Nothing happens when I export to PDF.SendQuestions and answers
At least 10 seconds. Wilson doesn't save shorter recordings.
No. Go to Transcripts and click Link to case file next to your recording.
Look under More. Click the pencil icon and it stays in view.
Wilson hears the voices, but doesn't know everyone's name. You tell it once.
Yes. In Transcripts, click Upload recording.
Click Send and fill in the email address. Or share the link.
Wilson finishes it. You'll find it in the case file under Documents, or in the left menu under Documents.
Wilson saves the recording as it goes. Once you're back online, you'll get a notification about the interrupted recording. Click Restore and it goes to Transcripts.
Once the upload is done, Wilson keeps working. You'll get a notification when the transcript is ready. You'll find it under Transcripts.
Wait until the Upload step is done. After that, Wilson keeps working, even with your laptop closed.
What was Wilson again?
The big picture in a minute and a half: from conversation to report.
Secure, private, compliant and under your control.
- Encrypted in transit and at rest
- Multi-factor authentication, set per organisation
- Audit trail on platform, documents and chat
- External penetration test carried out
- Automatic backups
- Platform, storage and AI processing in the EU
- Client data does not train third-party AI models
- Your data stays with your organisation
- Data processing agreement included as standard
- ISO 27001 certification in preparation (Q4 2026)
- EU AI Act as a starting point
- Data breaches reported within 24 hours
- Special categories of personal data only with contractual agreements
- The professional checks and decides
- The administrator decides who sees which case file
- 30 days to export after the agreement ends
- Secure connections with external systems
Frequently asked questions about security
No. Client data is not used to train the underlying AI models of third parties.
In the European Union. The platform, storage and AI processing (text, document recognition and transcription) are set up there. At your request we can also run AI through other models and providers, including outside the EU. The current (sub-)processors are listed in the data processing agreement.
Access can be set per case file. The administrator of your organisation decides who can see which case file.
Yes. Inform participants in advance; your organisation is responsible for a valid legal basis. The audio is converted to text in the EU. Names and other details mentioned in the conversation may end up in the transcript.
Always check it yourself before you use, share or archive it. As a professional you remain responsible for the content. AI supports; you decide.
We process health data and other special categories of personal data on the basis of specific contractual agreements. Please discuss this with us in advance.
Your organisation then has 30 days to request an export. After that, we delete the data.
We are working towards ISO 27001 certification. It is in preparation; we expect the certificate in Q4 2026.
Want to know more about security and privacy? See all frequently asked questions
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