No, not by itself. SuprFlow 1.0.0 keeps up to 100 recent transcription entries in a local JSON file. An entry can contain the raw, cleaned, and formatted text plus a timestamp and model or formatting details. It has no client, matter, engagement, approval, or reviewer field. That makes it useful as a temporary draft or recovery aid, but the firm must put the reviewed final work product in its approved matter, CRM, or working-paper system under its own retention and supervision rules.
The distinction matters in several professions. CFA Institute Standard V(C) addresses appropriate records supporting investment analyses and client communications and emphasizes employer and regulatory procedures. FINRA Rule 4511 applies to member firms' required books and records. For PCAOB engagements, AS 1215 addresses documentation of procedures, evidence, conclusions, and review. None of these sources turns a dictation app's local cache into an approved records system for every organization; the required record and retention period depend on the work and jurisdiction.
What the app currently saves
SuprFlow 1.0.0 writes recent transcription history under the user's Application Support/SuprFlow directory as transcriptionHistory.json. Each entry stores raw speech-to-text, optional cleaned and formatted versions, a timestamp, and optional processing metadata. It keeps the newest 100 entries and discards older ones from the app's history list. The file is local, but device backups and endpoint tools may copy it. A separate clipboard-history feature and the ordinary temporary clipboard paste can create other copies.
This is not a complete audit trail: the entry lacks a matter or client ID, evidence links, preparer and reviewer sign-off, destination record ID, and firm retention controls. A local copy could be deleted, overwritten by the 100-entry limit, or remain on a backup after the app view is cleared. In SuprFlow 1.0.0, deleting one item may also not persist after the app restarts, and a pending save can race with Clear All. Do not promise reliable deletion without testing the installed release; use Clear All and check again after relaunching.
Move a draft into the right record
- Choose the correct destination before dictating. Open the test matter, client, or engagement and confirm the field has focus. The app's ordinary insertion simulates a paste into the active field, so a focus switch can put text elsewhere.
- Dictate with the approved data path. Local speech recognition and default cleanup are available in SuprFlow 1.0.0. Hosted Cloud API formatting sends transcript text to the chosen provider; a custom Ollama endpoint may be remote. A firm's approval must specify the permitted mode and endpoint.
- Review material content. Compare names, amounts, dates, negations, quoted language, conclusions, and action owners with contemporaneous notes and source records. The fluent output is a draft until a responsible person verifies it.
- Add record context in the firm's system. Select the correct client or engagement, date, author, source or evidence references, status, and required reviewer. For an audit note, distinguish what was said from what was inspected. For an adviser note, distinguish a client question from an instruction or recommendation.
- Confirm the save and review state. Reopen the record in the approved system and verify the final text, access controls, attachments, and supervision queue. Record any correction through the firm's procedure. SuprFlow history is no substitute for this check.
- Handle remaining copies under policy. The firm decides whether to retain or remove the local dictation copy, clipboard-manager copy, backup, and any hosted-provider copy. The deletion guide explains SuprFlow's current limitations; do not clear potential records contrary to a hold or retention instruction.
Use a fictional test household or matter for the first workflow. A team can then ask: if a Mac is lost tomorrow, could a reviewer find the approved note and its evidence without relying on SuprFlow history? If not, the handoff is incomplete. Conversely, if a reviewed note is safely in the approved system, the team still must decide what to do with the local draft under its privacy and retention rules.
Questions people ask
Does saving a note in SuprFlow history satisfy recordkeeping rules?
Do not assume so. The current entry has no client or engagement identifier, reviewer workflow, evidence links, or controlled retention process. The firm must determine which records are required and where they belong. CFA, FINRA, and PCAOB sources apply to different people and engagements.
Should I delete the local transcript after filing the final note?
Follow the firm's retention, litigation-hold, and endpoint policy. The final record and raw draft can have different obligations. Deleting a SuprFlow entry does not erase the destination, clipboard managers, backups, or optional hosted-provider copies, and one-item deletion in SuprFlow 1.0.0 may not persist after a restart.
What if the local transcript differs from the final record?
That can be normal after a documented human correction, but a material difference needs an explanation and source check. Review whether speech recognition, cleanup, or a hosted formatter changed the meaning; use the firm's correction and review process for any already-filed work.
Related guides
- Dictate an adviser meeting note into the right CRM record
- Dictate an audit walkthrough note
- Dictate a client-call attendance note
- Delete SuprFlow transcription history
- Where does SuprFlow send dictation?