Nudge has a pretty good write up on the risks of AI Notetaking apps, especially 3rd party shadow AI.
I created a list to help with detection and mitigation. This list will not prevent the addition of notetakers to Teams or Zoom, but it does limit shadow AI sprawl by nerfing access with both firewall/proxy and secure email gateway blocks.
https://github.com/BadSamuraiDev/bs-lists/blob/main/ai-meeting-notetakers.md
Microsoft has partially deployed a new policy to prevent unauthorized notetakers joining your tenant. More information can be found on Office365 IT Pro’s write up.
Not legal advice
Please consult your counsel on this topic to familiarize yourself with the legal risks of AI. There are some critically important, and ongoing, case-law how these tools can break attorney client privilege. Therefore, it is paramount incident response teams clear usage, even if approved, with your counsel.
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AI Notetaking Privilege Risks - Gruenstein Law, March 30, 2026
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United States v Heppner (1:25-cr-00503)(Attorney Client Privilege Challenge) - CourtListener - Date Filed: Oct. 28, 2025, Continued as of Aug. 7, 2026
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Brewer v OtterAI Inc - In re Otter.AI Privacy Litigation (5:25-cv-06911) - CourtListener - Date Filed: Aug. 15, 2025, Continued as of Aug. 26, 2026