Run the work around the record.
Your AI assistant prepares the job packet and keeps administrative work moving. The reporter administers the oath, records testimony, and makes and certifies the transcript.
Film transcript
Before the first question, the reporter prepares the room. Your office prepares everything around the record.
Studio checks the notice, flags missing videographer details, and prepares the job packet in Word and the opening card in PDF. Your scheduler reviews the gap. Legate queues confirmations and payment reminders, tracks witness review and commission expiry. The reporter signs the change list. Opt-outs stay suppressed. With Studio and Legate, Regaldi runs twenty-five of forty-five recurring processes, prepares nine for the reporter's or owner's decision, and leaves eleven with the reporter and their team.
Studio prepares packets, exhibit indexes and invoices. Legate keeps approvals, reminders and client relationships moving. The oath, record and certification stay with the reporter. Prospecting calls stay with staff. AI calls require prior express written consent. Back at the agency, the reporter reviews the printed transcript with the scheduler. The record remains the reporter's responsibility. Regaldi. Regulated. Aligned. Digital. Start with one workflow.
With Studio and Legate, Regaldi runs 25 of 45 recurring processes, prepares 9 for the reporter’s or owner’s decision, and leaves 11 with the reporter and their team.
Administrative responsibility map. Setup, review and approvals apply.
- System runs
- 25
- Prepares for a decision
- 9
- Reporter and team
- 11
- Recurring processes
- 45
Processes each tool runs or prepares; a process both tools share counts for both. Not 45 integrations, unattended actions or measured savings. Each process and its tool
In short
Regaldi LLC is a Florida software company that gives court reporting and deposition firms an AI assistant for the administrative work around the record. Regaldi Studio prepares notice checks, job packets, cards and drafts, and Legate handles confirmations, approvals and follow-through, with read-and-sign tracking kept current. Of the 45 recurring processes mapped for a court reporting firm, Regaldi runs 25 with a person at the firm confirming, prepares 9 for the reporter’s or owner’s decision, and leaves 11 with the reporter and their team, including the oath and the record, producing the transcript, its certification, and rates and terms. Regaldi does not report, transcribe testimony, administer oaths or certify transcripts. Files stay in the firm’s folder; content the assistant reads passes through Regaldi’s server to the AI provider, and one firm’s transcripts are never used for another firm. Regaldi offers no BAA today. Work starts with one workflow.
Related professionsLaw firmsTitle agenciesCPA firmsAll industries
Catch the gap before the deposition.
Studio checks the notice, checks the caption for an existing job, and prepares the reporter’s packet in Word.
Courtesy notice check, not legal advice. Miami-Dade circuit and county docket checks; other counties through your staff’s browser. Only for jobs your firm already has.
The ordering attorney owns the notice; notice errors and disqualification objections have prompt-objection requirements. Remote setup records the witness’s location, the access details and, where it applies, the witness’s consent to a Florida oath, for the reporter. No platform connection, and no oath is performed by software.
Ask the ordering firm for the videographer’s name and address. The scheduler decides.
Keep the next action in view.
Legate brings confirmations, read-and-sign follow-up and payment reminders to your team’s review.
Calls: staff dial. AI calls: prior express written consent and approval.
- Three items wait for review; the commission reminder and the suppressed contact have no send action.
Studio prepares. Legate follows through.
Work with your files, your approved contacts and your team’s decisions.
StudioPrepares the work · 26 processes
- Notice checks
Deposition notices read against the rule, with gaps listed for the scheduler. A courtesy check, not legal advice.
- Job packets in Word
Notice, caption, appearances, spellings, exhibits and remote details in one packet for the reporter.
- Opening cards and exhibit packages in PDF
The opening items for the reporter to read, and bookmarked certified exhibit copies as ordered.
- Exported-transcript format flags
Format and index discrepancies listed for the reporter from the exported PDF. Testimony is never edited.
- Invoice and pay-statement drafts
From the job sheet, the rate sheet and the firm’s pay schedule, for the owner’s approval.
- Computer use
With your permission the assistant works with exported files, in the firm’s own software on its Mac screen and in staff’s browser, and records each action. Staff confirm each submission.
LegateFollows through · 16 processes
- Booking intake
Requests logged as jobs, with an approved receipt reply that identifies the AI assistant.
- Confirmations and reminders
Confirmations to the ordering firm, reporter, videographer and interpreter, and reminders the day before.
- Read-and-sign tracking
Witness review and returned errata tracked; the reporter signs the change list.
- Approvals
Outgoing drafts wait in the approval queue, with a control to pause all outreach.
- Client and partner history
Booking and billing contacts, standing orders, coverage partners, channel permissions and opt-outs.
- Payment follow-up
Approved accounts-payable reminders; disputed invoices go to the owner. It does not invoice.
Your own software
Configured per firm. Work with exported files, supported computer use on Mac, and your staff’s browser. Confirm each submission.
No connection to stenography, video-sync, repository, scheduling, accounting or e-filing software. Studio speech-to-text is never used on deposition or hearing audio. Voice intake requires setup per firm.
45 processes. A clear owner for each.
25 run by the system. 9 prepared for a decision. 11 kept with people. Each cell names the tool that does the work, or the person who holds it.
- System runs it
- 25
- System prepares it
- 9
- Your people
- 11
- Processes mapped
- 45
- Studio26
- Legate16
- A process both tools share counts for both. Quarry, Radar and Herald carry none.
- S · System runs it. Your team confirms, approves or sends.
- P · System prepares it. The reporter, scheduler or owner decides.
- H · Your people. People perform the act.
Hover, focus or tap a process to see what the system does. S includes a person’s confirmation; it is not unattended work.
Requests, notices and scheduling
- The system runs the administrative work; your team confirms, approves or sends. Requests from the website, email and phone messages are logged as jobs: case number and style, date, place or remote, witness, expected length, services asked and the ordering attorney. The approved receipt reply identifies the AI assistant.Tool: Legate
- The AI assistant prepares it; the reporter, scheduler or owner decides. The notice is read against the rule: time, place and deponent; for video, the title, recording method and operator’s name and address; for remote, the title and access instructions; any duces tecum list. Gaps go to the scheduler, who decides whether to raise them with the ordering firm. A courtesy check, not legal advice.Tool: StudioRules 1.310(b)(1), (4)(A), (7), 1.330(d)(1), Fla. R. Civ. P.
- The system runs the administrative work; your team confirms, approves or sends. For a job already booked, the case number, style, court and counsel of record on the notice are checked against the Miami-Dade circuit and county docket; other counties in staff’s browser. The appearance page is drafted from the result.Tool: Studio
- The AI assistant prepares it; the reporter, scheduler or owner decides. For the reporter and videographer proposed: relationships with a party or counsel, employment, financial interest and any firm contract with a party, from the firm’s records. The owner and the reporter decide; panel arrangements go to counsel.Tool: StudioRules 1.300(d), 1.330(d)(2), Fla. R. Civ. P.; FRCP 28(c)
- People perform the act; software may organize supporting records. The system lays out availability, commissions and credentials on file, realtime and video capability, distance and the conflicts list. The owner or scheduler accepts or declines and chooses the reporter and videographer.Held by: OwnerRule 1.300, Fla. R. Civ. P.
- The system runs the administrative work; your team confirms, approves or sends. One packet per job: notice, caption, appearances, spellings, expected exhibits, remote-access details and the turnaround ordered, sent to the assigned reporter and videographer after approval. Word for the packet.Tool: Studio
- The system runs the administrative work; your team confirms, approves or sends. Confirmations go to the ordering firm, the reporter, the videographer and the interpreter with the address or access instructions; reminders the day before; calendar cards for staff. No scheduling connector.Tool: Legate · Studio
- The system runs the administrative work; your team confirms, approves or sends. The firm’s platform link, the exhibit-sharing method, a tech check and the witness’s location are recorded; where the witness is outside Florida, the note on consent to a Florida oath goes to the reporter. No platform connector.Tool: StudioRule 1.310(b)(7), Fla. R. Civ. P.; Rule 2.530(b)(2)(B)
The proceeding: oath, record, exhibits and video
- People perform the act; software may organize supporting records. The reporter, as the authorized officer, swears the witness and records the testimony. The system only supplies the job packet and the witness-identification line for the reporter’s own notes.Held by: Reporter (officer)Rule 1.310(c)(1), Fla. R. Civ. P.; §§92.50(1), 117.03, F.S.
- The system runs the administrative work; your team confirms, approves or sends. A one-page PDF card per job with the required Florida or federal opening items and, where it applies, the remote-oath line. The reporter reads it; the AI assistant says nothing on the record.Tool: StudioRule 1.310(b)(4)(C), Fla. R. Civ. P.; FRCP 30(b)(5)(A)
- People perform the act; software may organize supporting records. Going off the record, stopping on a suspension and noting objections are the reporter’s. Nothing is omitted unless all parties and the witness agree. The system logs only the times the reporter reports afterwards.Held by: Reporter (officer)Rule 2.535(c)
- The system runs the administrative work; your team confirms, approves or sends. Exhibits sent in advance and those marked at the proceeding are indexed by number, description and offering party; scans are filed per job, and custody and return requests for originals are tracked.Tool: StudioRule 1.310(f)(1), Fla. R. Civ. P.
- People perform the act; software may organize supporting records. Recording, unit changes and non-distortion are the videographer’s; Florida video depositions are also recorded stenographically unless all parties agree otherwise. The system logs the media files and timecode sheet handed in.Held by: VideographerRule 1.310(b)(4)(B), Fla. R. Civ. P.; FRCP 30(b)(5)(B)
- The system runs the administrative work; your team confirms, approves or sends. Requests for rough drafts, realtime and expedited delivery are logged with the deadline and the owner-set price. Only a file the reporter releases goes out, labelled “uncertified rough draft”.Tool: Legate · Studio
- The system runs the administrative work; your team confirms, approves or sends. Interpreter bookings by language and accessibility needs are recorded and confirmed; the interpreter’s oath is flagged to the reporter. The firm or the ordering party confirms qualifications.Tool: Legate
- The AI assistant prepares it; the reporter, scheduler or owner decides. Names, places, medical and technical terms are pulled from the matter files the firm permits into a word list for the reporter’s own dictionary. The reporter decides what to use.Tool: Studio
Transcript production, review and delivery
- People perform the act; software may organize supporting records. Translation, editing, scoping and proofreading happen in the reporter’s own stenography software. The system never edits testimony and has no connector to that software.Held by: Reporter and production staffRule 1.310(c)(1), Fla. R. Civ. P.; Rule 2.535(a)(4)
- The AI assistant prepares it; the reporter, scheduler or owner decides. The exported PDF is read against the uniform format: page size, numbered lines per page, spacing, Q and A placement and the required pages. A list goes to the reporter. Quality control, not an admissibility verdict; PDF text and scan quality limit the check.Tool: StudioRule 2.535(f)
- The AI assistant prepares it; the reporter, scheduler or owner decides. Exhibit numbers cited in the testimony are compared with the exhibit index and the files received, and spellings with the word list. The reporter decides each correction.Tool: Studio
- The system runs the administrative work; your team confirms, approves or sends. Witness review through counsel is tracked (Florida: a reasonable time; federal: 30 days after notice when review was requested); the returned errata sheet is filed and a change list with reasons is drafted for the reporter to sign and attach.Tool: Legate · StudioRule 1.310(e), Fla. R. Civ. P.; FRCP 30(e)
- People perform the act; software may organize supporting records. The reporter signs the oath and reporter certificates and any non-signature statement. The system checks that each certificate page is present before delivery and never stores or applies a notary seal or signature.Held by: Reporter (officer)Rule 1.310(e), (f)(1), Fla. R. Civ. P.; §117.05(3)(b), (4), F.S.
- The system runs the administrative work; your team confirms, approves or sends. The reporter-certified original goes to the ordering attorney and copies to parties who ordered and paid, through the firm’s own system or mailbox after approval; receipts are logged. No public report link and no court filing.Tool: Studio · LegateRule 1.310(f)(2), (3), (g), Fla. R. Civ. P.; FRCP 30(f)(1)
- The system runs the administrative work; your team confirms, approves or sends. The released media files, the certified transcript text and the timecode sheet are packaged for the firm’s staff or sync vendor, and the returned files are logged. Regaldi does not synchronize video.Tool: Studio
- The system runs the administrative work; your team confirms, approves or sends. Certified exhibit copies are bookmarked into one PDF per volume and annexed as ordered; originals are returned with a receipt where the producer asked for them. The AI assistant certifies nothing.Tool: StudioRule 1.310(f)(1), Fla. R. Civ. P.
Orders, billing and collections
- People perform the act; software may organize supporting records. The system lays out the rate sheet, past invoices for the client and the cost of the job. The owner sets rates, discounts, turnaround premiums and cancellation terms, with applicable local limits reviewed.Held by: OwnerRule 2.535(e)
- The system runs the administrative work; your team confirms, approves or sends. Invoices are drafted from the job sheet and the rate sheet, itemized so the law firm can tax them as costs; an itemized notarial act follows the statutory fee limit. Staff send them from the firm’s accounting software.Tool: Studio§§57.071(1)(b), 117.05(2)(a), F.S.
- The system runs the administrative work; your team confirms, approves or sends. Copy requests from other counsel are logged, quoted from the approved rate sheet and delivered after payment is confirmed.Tool: Legate · StudioRule 1.310(f)(2), Fla. R. Civ. P.
- The system runs the administrative work; your team confirms, approves or sends. Cancellation time, who cancelled and the written term are recorded and assigned staff are told after approval; the charge goes to the invoice draft for the owner’s approval. A certificate of non-appearance is the reporter’s.Tool: Legate
- The system runs the administrative work; your team confirms, approves or sends. Reminders go to law-firm accounts payable after approval, with the invoice and delivery receipt; a disputed invoice goes to the owner.Tool: Legate
- The system runs the administrative work; your team confirms, approves or sends. Per-job pay statements for reporters and videographers are computed from the firm’s own pay schedule and job records. The owner approves before payment.Tool: Studio
- People perform the act; software may organize supporting records. The system assembles the order, notice, delivery receipts and correspondence. The owner decides credits, write-offs and any collection step.Held by: Owner
Credentials, confidentiality and records
- The system runs the administrative work; your team confirms, approves or sends. For each reporter: commission number, legal name as commissioned, expiry and any credential a court requires, checked by staff on the state notary search and recorded. Expiring commissions are flagged so no job goes to an expired commission. The seal stays with the notary.Tool: Legate · Studio§§117.01(1), 117.05(3)(b), (6), (8), F.S.; Rule 2.535(a)(3)
- People perform the act; software may organize supporting records. The system keeps each contractor’s agreement, coverage evidence and the facts the owner asked to track. The owner decides employee or contractor status with counsel or the accountant.Held by: Owner with counsel§440.02(18)(d), F.S.
- The AI assistant prepares it; the reporter, scheduler or owner decides. Protective orders and confidentiality designations are turned into handling rules per job from permitted documents: who may receive the transcript and exhibits, designated pages, sealing, and return or destruction at the end. The owner confirms.Tool: Studio45 CFR 164.512(e)(1)(v)
- The AI assistant prepares it; the reporter, scheduler or owner decides. Social security, account and patient numbers, birth dates and minors’ names are flagged in exhibits and transcripts so the filing attorney can decide redaction. The transcript itself is never altered.Tool: StudioRules 2.425(a), 2.535(c)
- The system runs the administrative work; your team confirms, approves or sends. Notes, audio, video, transcripts and exhibits are kept under the firm’s retention plan; destruction dates from protective orders are calendared and a destruction log is kept. No automatic deletion.Tool: Studio§501.171(8), F.S.
- The system runs the administrative work; your team confirms, approves or sends. New staff and contractors sign the firm’s confidentiality agreement and device rules; signatures and annual reminders are tracked.Tool: Legate§501.171(2), F.S.
- People perform the act; software may organize supporting records. The system assembles the timeline, the affected jobs and the people involved. The owner decides with counsel whether a breach occurred and which notices go out.Held by: Owner with counsel§501.171(3), (4), (6), F.S.
Clients and new business
- The system runs the administrative work; your team confirms, approves or sends. For each law firm: booking and billing contacts, preferred formats and delivery rules, standing orders and opt-outs.Tool: Legate
- The system runs the administrative work; your team confirms, approves or sends. Periodic service reviews for current client firms with turnaround history, and offers of services they do not yet use, sent after approval with channel permissions and opt-outs respected.Tool: Legate
- The system runs the administrative work; your team confirms, approves or sends. Other reporting firms, interpreters, videographers, mediators, records-retrieval and process-service vendors: approved introductions and agreed follow-ups. No gifts or payments to law-firm staff for bookings.Tool: Legate
- The AI assistant prepares it; the reporter, scheduler or owner decides. Introductions to law firms in the service area from the firm’s own mailbox after approval. The owner approves the business list and the copy. Recipients never come from dockets or new-case records.Tool: Studio · LegateCAN-SPAM, 15 U.S.C. §7704
- The AI assistant prepares it; the reporter, scheduler or owner decides. Proposals and vendor-registration answers for law firms, insurers’ panels and public agencies are drafted from real services, rates and permitted references. Arrangements with a party to litigation go to counsel.Tool: StudioRule 1.300(d), Fla. R. Civ. P.; FRCP 28(c)
- People perform the act; software may organize supporting records. Staff dial personally. The system checks numbers against the national, Florida and firm do-not-call lists, keeps 8 a.m. to 8 p.m. and three calls in 24 hours on one subject, and records results and opt-outs. No autonomous dialing.Held by: Firm staffTCPA; FCC 24-17; §§501.059(5), 501.616(6), F.S.
- The system runs the administrative work; your team confirms, approves or sends. A short review request goes to client contacts who agreed; the client writes the review. Services and service-area details stay truthful and current.Tool: Legate · Studio16 CFR 465
Read the whole map as a list
| No. | Process | Who carries it | Tool or holder | What the system does | Rule |
|---|---|---|---|---|---|
| Requests, notices and scheduling | |||||
| 01 | Booking intake | System runs it | Legate | Requests from the website, email and phone messages are logged as jobs: case number and style, date, place or remote, witness, expected length, services asked and the ordering attorney. The approved receipt reply identifies the AI assistant. | Details |
| 02 | Notice check | System prepares it | Studio | The notice is read against the rule: time, place and deponent; for video, the title, recording method and operator’s name and address; for remote, the title and access instructions; any duces tecum list. Gaps go to the scheduler, who decides whether to raise them with the ordering firm. A courtesy check, not legal advice. | Rules 1.310(b)(1), (4)(A), (7), 1.330(d)(1), Fla. R. Civ. P. Details |
| 03 | Caption and counsel | System runs it | Studio | For a job already booked, the case number, style, court and counsel of record on the notice are checked against the Miami-Dade circuit and county docket; other counties in staff’s browser. The appearance page is drafted from the result. | Details |
| 04 | Conflicts check | System prepares it | Studio | For the reporter and videographer proposed: relationships with a party or counsel, employment, financial interest and any firm contract with a party, from the firm’s records. The owner and the reporter decide; panel arrangements go to counsel. | Rules 1.300(d), 1.330(d)(2), Fla. R. Civ. P.; FRCP 28(c) Details |
| 05 | Job and staffing | Your people | Owner | The system lays out availability, commissions and credentials on file, realtime and video capability, distance and the conflicts list. The owner or scheduler accepts or declines and chooses the reporter and videographer. | Rule 1.300, Fla. R. Civ. P. Details |
| 06 | Job packet | System runs it | Studio | One packet per job: notice, caption, appearances, spellings, expected exhibits, remote-access details and the turnaround ordered, sent to the assigned reporter and videographer after approval. Word for the packet. | Details |
| 07 | Confirmations | System runs it | Legate · Studio | Confirmations go to the ordering firm, the reporter, the videographer and the interpreter with the address or access instructions; reminders the day before; calendar cards for staff. No scheduling connector. | |
| 08 | Remote setup | System runs it | Studio | The firm’s platform link, the exhibit-sharing method, a tech check and the witness’s location are recorded; where the witness is outside Florida, the note on consent to a Florida oath goes to the reporter. No platform connector. | Rule 1.310(b)(7), Fla. R. Civ. P.; Rule 2.530(b)(2)(B) Details |
| The proceeding: oath, record, exhibits and video | |||||
| 09 | Oath and record | Your people | Reporter (officer) | The reporter, as the authorized officer, swears the witness and records the testimony. The system only supplies the job packet and the witness-identification line for the reporter’s own notes. | Rule 1.310(c)(1), Fla. R. Civ. P.; §§92.50(1), 117.03, F.S. Details |
| 10 | Opening card | System runs it | Studio | A one-page PDF card per job with the required Florida or federal opening items and, where it applies, the remote-oath line. The reporter reads it; the AI assistant says nothing on the record. | Rule 1.310(b)(4)(C), Fla. R. Civ. P.; FRCP 30(b)(5)(A) Details |
| 11 | Off the record | Your people | Reporter (officer) | Going off the record, stopping on a suspension and noting objections are the reporter’s. Nothing is omitted unless all parties and the witness agree. The system logs only the times the reporter reports afterwards. | Rule 2.535(c) Details |
| 12 | Exhibit index | System runs it | Studio | Exhibits sent in advance and those marked at the proceeding are indexed by number, description and offering party; scans are filed per job, and custody and return requests for originals are tracked. | Rule 1.310(f)(1), Fla. R. Civ. P. Details |
| 13 | Video recording | Your people | Videographer | Recording, unit changes and non-distortion are the videographer’s; Florida video depositions are also recorded stenographically unless all parties agree otherwise. The system logs the media files and timecode sheet handed in. | Rule 1.310(b)(4)(B), Fla. R. Civ. P.; FRCP 30(b)(5)(B) Details |
| 14 | Rough and expedite | System runs it | Legate · Studio | Requests for rough drafts, realtime and expedited delivery are logged with the deadline and the owner-set price. Only a file the reporter releases goes out, labelled “uncertified rough draft”. | Details |
| 15 | Interpreters and accommodations | System runs it | Legate | Interpreter bookings by language and accessibility needs are recorded and confirmed; the interpreter’s oath is flagged to the reporter. The firm or the ordering party confirms qualifications. | |
| 16 | Word list | System prepares it | Studio | Names, places, medical and technical terms are pulled from the matter files the firm permits into a word list for the reporter’s own dictionary. The reporter decides what to use. | Details |
| Transcript production, review and delivery | |||||
| 17 | Producing the transcript | Your people | Reporter and production staff | Translation, editing, scoping and proofreading happen in the reporter’s own stenography software. The system never edits testimony and has no connector to that software. | Rule 1.310(c)(1), Fla. R. Civ. P.; Rule 2.535(a)(4) Details |
| 18 | Format flags | System prepares it | Studio | The exported PDF is read against the uniform format: page size, numbered lines per page, spacing, Q and A placement and the required pages. A list goes to the reporter. Quality control, not an admissibility verdict; PDF text and scan quality limit the check. | Rule 2.535(f) Details |
| 19 | Index check | System prepares it | Studio | Exhibit numbers cited in the testimony are compared with the exhibit index and the files received, and spellings with the word list. The reporter decides each correction. | Details |
| 20 | Review and errata | System runs it | Legate · Studio | Witness review through counsel is tracked (Florida: a reasonable time; federal: 30 days after notice when review was requested); the returned errata sheet is filed and a change list with reasons is drafted for the reporter to sign and attach. | Rule 1.310(e), Fla. R. Civ. P.; FRCP 30(e) Details |
| 21 | Certification | Your people | Reporter (officer) | The reporter signs the oath and reporter certificates and any non-signature statement. The system checks that each certificate page is present before delivery and never stores or applies a notary seal or signature. | Rule 1.310(e), (f)(1), Fla. R. Civ. P.; §117.05(3)(b), (4), F.S. Details |
| 22 | Delivery | System runs it | Studio · Legate | The reporter-certified original goes to the ordering attorney and copies to parties who ordered and paid, through the firm’s own system or mailbox after approval; receipts are logged. No public report link and no court filing. | Rule 1.310(f)(2), (3), (g), Fla. R. Civ. P.; FRCP 30(f)(1) Details |
| 23 | Sync handoff | System runs it | Studio | The released media files, the certified transcript text and the timecode sheet are packaged for the firm’s staff or sync vendor, and the returned files are logged. Regaldi does not synchronize video. | |
| 24 | Exhibit package | System runs it | Studio | Certified exhibit copies are bookmarked into one PDF per volume and annexed as ordered; originals are returned with a receipt where the producer asked for them. The AI assistant certifies nothing. | Rule 1.310(f)(1), Fla. R. Civ. P. |
| Orders, billing and collections | |||||
| 25 | Rates and terms | Your people | Owner | The system lays out the rate sheet, past invoices for the client and the cost of the job. The owner sets rates, discounts, turnaround premiums and cancellation terms, with applicable local limits reviewed. | Rule 2.535(e) Details |
| 26 | Invoice draft | System runs it | Studio | Invoices are drafted from the job sheet and the rate sheet, itemized so the law firm can tax them as costs; an itemized notarial act follows the statutory fee limit. Staff send them from the firm’s accounting software. | §§57.071(1)(b), 117.05(2)(a), F.S. Details |
| 27 | Copy orders | System runs it | Legate · Studio | Copy requests from other counsel are logged, quoted from the approved rate sheet and delivered after payment is confirmed. | Rule 1.310(f)(2), Fla. R. Civ. P. Details |
| 28 | Cancellations | System runs it | Legate | Cancellation time, who cancelled and the written term are recorded and assigned staff are told after approval; the charge goes to the invoice draft for the owner’s approval. A certificate of non-appearance is the reporter’s. | Details |
| 29 | Payment follow-up | System runs it | Legate | Reminders go to law-firm accounts payable after approval, with the invoice and delivery receipt; a disputed invoice goes to the owner. | Details |
| 30 | Pay statements | System runs it | Studio | Per-job pay statements for reporters and videographers are computed from the firm’s own pay schedule and job records. The owner approves before payment. | Details |
| 31 | Billing disputes | Your people | Owner | The system assembles the order, notice, delivery receipts and correspondence. The owner decides credits, write-offs and any collection step. | Details |
| Credentials, confidentiality and records | |||||
| 32 | Credentials register | System runs it | Legate · Studio | For each reporter: commission number, legal name as commissioned, expiry and any credential a court requires, checked by staff on the state notary search and recorded. Expiring commissions are flagged so no job goes to an expired commission. The seal stays with the notary. | §§117.01(1), 117.05(3)(b), (6), (8), F.S.; Rule 2.535(a)(3) Details |
| 33 | Contractor status | Your people | Owner with counsel | The system keeps each contractor’s agreement, coverage evidence and the facts the owner asked to track. The owner decides employee or contractor status with counsel or the accountant. | §440.02(18)(d), F.S. Details |
| 34 | Protective orders | System prepares it | Studio | Protective orders and confidentiality designations are turned into handling rules per job from permitted documents: who may receive the transcript and exhibits, designated pages, sealing, and return or destruction at the end. The owner confirms. | 45 CFR 164.512(e)(1)(v) Details |
| 35 | Sensitive data flags | System prepares it | Studio | Social security, account and patient numbers, birth dates and minors’ names are flagged in exhibits and transcripts so the filing attorney can decide redaction. The transcript itself is never altered. | Rules 2.425(a), 2.535(c) Details |
| 36 | Retention log | System runs it | Studio | Notes, audio, video, transcripts and exhibits are kept under the firm’s retention plan; destruction dates from protective orders are calendared and a destruction log is kept. No automatic deletion. | §501.171(8), F.S. Details |
| 37 | Confidentiality onboarding | System runs it | Legate | New staff and contractors sign the firm’s confidentiality agreement and device rules; signatures and annual reminders are tracked. | §501.171(2), F.S. Details |
| 38 | Data incidents | Your people | Owner with counsel | The system assembles the timeline, the affected jobs and the people involved. The owner decides with counsel whether a breach occurred and which notices go out. | §501.171(3), (4), (6), F.S. Details |
| Clients and new business | |||||
| 39 | Client records | System runs it | Legate | For each law firm: booking and billing contacts, preferred formats and delivery rules, standing orders and opt-outs. | |
| 40 | Account check-ins | System runs it | Legate | Periodic service reviews for current client firms with turnaround history, and offers of services they do not yet use, sent after approval with channel permissions and opt-outs respected. | Details |
| 41 | Coverage partners | System runs it | Legate | Other reporting firms, interpreters, videographers, mediators, records-retrieval and process-service vendors: approved introductions and agreed follow-ups. No gifts or payments to law-firm staff for bookings. | Details |
| 42 | Introductions | System prepares it | Studio · Legate | Introductions to law firms in the service area from the firm’s own mailbox after approval. The owner approves the business list and the copy. Recipients never come from dockets or new-case records. | CAN-SPAM, 15 U.S.C. §7704 Details |
| 43 | Panel proposals | System prepares it | Studio | Proposals and vendor-registration answers for law firms, insurers’ panels and public agencies are drafted from real services, rates and permitted references. Arrangements with a party to litigation go to counsel. | Rule 1.300(d), Fla. R. Civ. P.; FRCP 28(c) Details |
| 44 | Prospecting calls | Your people | Firm staff | Staff dial personally. The system checks numbers against the national, Florida and firm do-not-call lists, keeps 8 a.m. to 8 p.m. and three calls in 24 hours on one subject, and records results and opt-outs. No autonomous dialing. | TCPA; FCC 24-17; §§501.059(5), 501.616(6), F.S. Details |
| 45 | Reviews and profile | System runs it | Legate · Studio | A short review request goes to client contacts who agreed; the client writes the review. Services and service-area details stay truthful and current. | 16 CFR 465 |
These are administrative responsibility assignments, not 45 integrations, unattended actions or measured savings. No machine transcripts of testimony, no edits to the record, no seals held, no court filings, no lists from court records and no AI calls without prior express written consent.
Your oath. Your record. Your certificate.
The reporter makes and certifies the record. The AI assistant handles the administrative work around it. The videographer records the video, the owner accepts jobs, sets rates and decides disputes, and staff dial prospecting calls.
Regaldi LLC is a Florida software company, not a court reporting firm. It does not report, transcribe testimony, administer oaths, certify transcripts, act as an officer or file anything with a court.
Nothing is omitted without agreement of all parties and the witness. Witness changes follow the reporter’s errata procedure. The system never changes testimony. The notary’s seal stays under the notary’s sole control. Rule 2.535 §117.05
Studio speech-to-text is never used on deposition or hearing audio, and no machine-made transcript is sold or delivered. Reporters and production staff use their own stenography workflow. The system neither records testimony, certifies, signs nor files with a court.
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05 Job and staffing Owner
Rule 1.300, Fla. R. Civ. P.- What stays with your people
- The owner or scheduler accepts or declines the job and chooses the reporter and videographer.
- What the system does around it
- The system lays out availability, commissions and credentials on file, realtime and video capability, distance and the conflicts list. The owner or scheduler accepts or declines and chooses the reporter and videographer.
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09 Oath and record Reporter (officer)
Rule 1.310(c)(1), Fla. R. Civ. P.- What stays with your people
- The reporter, as the authorized officer, puts the witness under oath and records the testimony personally or under the officer’s direction and in the officer’s presence.
- What the system does around it
- The reporter, as the authorized officer, swears the witness and records the testimony. The system only supplies the job packet and the witness-identification line for the reporter’s own notes.
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11 Off the record Reporter (officer)
Rule 2.535(c)- What stays with your people
- Objections, going off the record and stopping on a suspension are the reporter’s. Nothing is omitted unless all parties and the witness agree.
- What the system does around it
- Going off the record, stopping on a suspension and noting objections are the reporter’s. Nothing is omitted unless all parties and the witness agree. The system logs only the times the reporter reports afterwards.
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13 Video recording Videographer
Rule 1.310(b)(4)(B), Fla. R. Civ. P.- What stays with your people
- The videographer records and changes units without distortion; Florida video depositions are also recorded stenographically unless all parties agree otherwise.
- What the system does around it
- Recording, unit changes and non-distortion are the videographer’s; Florida video depositions are also recorded stenographically unless all parties agree otherwise. The system logs the media files and timecode sheet handed in.
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17 Producing the transcript Reporter and production staff
Rule 2.535(a)(4)- What stays with your people
- The reporter and production staff translate, edit, scope and proofread in their own stenography software. The AI assistant never edits testimony.
- What the system does around it
- Translation, editing, scoping and proofreading happen in the reporter’s own stenography software. The system never edits testimony and has no connector to that software.
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21 Certification Reporter (officer)
§117.05(3)(b), F.S.- What stays with your people
- The reporter signs the certificates and any non-signature statement. The notary’s seal stays under the notary’s exclusive control.
- What the system does around it
- The reporter signs the oath and reporter certificates and any non-signature statement. The system checks that each certificate page is present before delivery and never stores or applies a notary seal or signature.
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25 Rates and terms Owner
Rule 2.535(e)- What stays with your people
- The owner sets rates, discounts, turnaround premiums and cancellation terms, with applicable local limits reviewed.
- What the system does around it
- The system lays out the rate sheet, past invoices for the client and the cost of the job. The owner sets rates, discounts, turnaround premiums and cancellation terms, with applicable local limits reviewed.
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31 Billing disputes Owner
Business judgment- What stays with your people
- Credits, write-offs and any collection step are the owner’s decision.
- What the system does around it
- The system assembles the order, notice, delivery receipts and correspondence. The owner decides credits, write-offs and any collection step.
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33 Contractor status Owner with counsel
§440.02(18)(d), F.S.- What stays with your people
- Employee or contractor status is decided by the owner with counsel or the accountant, not by an algorithm.
- What the system does around it
- The system keeps each contractor’s agreement, coverage evidence and the facts the owner asked to track. The owner decides employee or contractor status with counsel or the accountant.
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38 Data incidents Owner with counsel
§501.171, F.S.- What stays with your people
- Whether a breach occurred and which notices go out are decided by the owner with counsel. No automatic legal determination or notice.
- What the system does around it
- The system assembles the timeline, the affected jobs and the people involved. The owner decides with counsel whether a breach occurred and which notices go out.
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44 Prospecting calls Firm staff
§501.616(6), F.S.- What stays with your people
- Staff dial prospecting calls personally after the do-not-call checks. No autonomous dialing.
- What the system does around it
- Staff dial personally. The system checks numbers against the national, Florida and firm do-not-call lists, keeps 8 a.m. to 8 p.m. and three calls in 24 hours on one subject, and records results and opt-outs. No autonomous dialing.
The AI assistant never calls itself a reporter or a notary, says anything on the record, edits testimony, certifies, signs or holds a seal. General information, not legal advice.
Responsibilities and limits
The limits each workflow keeps, by topic. Processes on the map link here.
The record and the transcriptRules 1.300, 1.310(c)(1), (e), (f)(1), Fla. R. Civ. P.; Rule 2.535(c), (f), (g)
The oath, the recording of testimony, going on and off the record, the transcript, its corrections and the certificate are the reporter’s, as the officer before whom the deposition is taken. The system schedules, checks, tracks and delivers. Nothing is omitted without the agreement of all parties and the witness, and witness changes go through the errata procedure the reporter controls.
Regaldi does not produce or sell transcripts of testimony and does not run its speech-to-text tool on deposition or hearing audio. Nothing the system produces is a certified transcript. A reporter-released rough draft stays labelled “uncertified rough draft”. Florida audiovisual depositions are also recorded stenographically unless all parties agree otherwise. Format checks are quality control, not an admissibility verdict.
Notices and docketsRules 1.310(b), 1.330(d), Fla. R. Civ. P.
The notice is the ordering attorney’s. Notice errors and disqualification objections have prompt-objection requirements, so the notice check is a courtesy, not legal advice. Docket checks cover the Miami-Dade circuit and county courts; other counties through staff’s browser. Court dockets and case data are used only to check a job the firm already has.
Neutrality and arrangementsRule 1.300(d), Fla. R. Civ. P.; FRCP 28(c)
No deposition is taken before a relative, employee or counsel of a party or anyone financially interested in the action. Conflicts are listed for the owner and the reporter to decide. Volume or panel arrangements with a party to the case go to counsel. Regaldi pays and takes nothing for referrals, and the system does not arrange gifts or payments to law-firm staff for bookings.
Commissions and credentials§§117.01, 117.05(3)(b), (6), (8), F.S.; Rule 2.535(a)(3)
The system never holds or applies a reporter’s notary seal or signature; the seal stays under the notary’s exclusive control and does not pass to an employer. Staff check commissions on the state notary search, Studio records the result and Legate tracks expiry, so no job goes to an expired commission. Courts set reporter qualifications; a statewide reporter license is not claimed, and the firm is never called licensed or certified. A named reporter’s own credential may be stated with its issuer and scope.
Worker classification is decided by the owner with counsel or the accountant.
Confidential matters and data45 CFR 164.512(e)(1)(v); Rule 2.425; §501.171, F.S.
Transcripts, exhibits, medical records and protected material are read by the AI assistant only where the firm decides it may. What the assistant reads passes through Regaldi’s server to the AI provider, currently Anthropic or OpenAI. Protective orders and their return-or-destroy terms are followed. Regaldi makes no HIPAA, SOC 2 or similar claim and offers no BAA today.
Files stay in the firm’s folder; memory and uploads are stored on Regaldi’s server under written terms. One firm’s transcripts are never used for another firm. Florida’s data-security and disposal duties apply to the firm; a breach decision and its notices stay with the owner and counsel.
Rates, invoices and costsRule 2.535(e); §§57.071(1)(b), 117.05(2)(a), F.S.
Rates, discounts, turnaround premiums and cancellation terms are the owner’s, with any local court fee limits reviewed. Invoices are itemized so a law firm can tax them as costs; itemized notarial fees follow the statutory limit. Staff send invoices from the firm’s accounting software, and Legate does not invoice. The firm’s service rates are separate from Regaldi’s fixed fee.
Calls, texts and emailTCPA; FCC 24-17; §§501.059(5), 501.616(6), 934.03, F.S.; CAN-SPAM
Automated or AI calls and automated texts go only to people who gave prior express written consent, and the AI assistant identifies itself as automated. Staff make prospecting calls themselves, 8 a.m. to 8 p.m. at the recipient’s location, no more than three calls in 24 hours on one subject, with national, Florida and firm do-not-call lists checked. Recording requires every party’s consent. A request, an inbound call or a public business number does not replace written consent. Telephone-seller licensing is a question for counsel.
Email uses an accurate sender, the firm’s postal address and a working opt-out honored within 10 business days. No lists of attorneys, parties or witnesses are built from new cases, and no one connected with a case is contacted outside the job.
Count the administration around each job.
Use your weekly volumes to choose one workflow to measure.
≈ modeled hours a week of administrative work
About of office hours a week under the comparison assumption. Workload selected for evaluation: about hours, of office hours.
(25 requests × 15 min + 20 proceedings × 45 min + 10 copy orders × 10 min) ÷ 60 = 22.9 hours a week; × 55.6% = 12.7 selected for evaluation
An estimate from the assumptions shown, not a measurement of your firm or a promised saving. Review and approvals still take time.
Build relationships with the firms that book you.
Prepare introductions and follow-ups for law firms and coverage partners. Your people own the relationship. This is a method, not a case study.
Find
LegateInbound requests, current clients, a service-area business search, vendor registrations the firm chooses.
Other reporting firms, interpreters, videographers, mediators, records and process-service vendors.
No dockets, new-case lists, parties or witnesses as prospects.
Research
Legate · StudioPublished services, the attorney registry and business-entity information.
Published credentials and coverage area.
Staff browser where required. A missing registry entry proves nothing.
Write
Studio · LegateApproved email and letters from the firm’s mailbox, with real services and permitted references.
A coverage-exchange introduction and file-handoff terms.
Accurate sender, postal address, working opt-out and truthful individual credentials.
Call
Staff · Legate recordsStaff personally dial prospecting calls after do-not-call checks.
Staff arrange conversations with partners who agreed.
No autonomous dialing. AI or automated calls and automated texts require prior express written consent and human approval.
Follow up
LegateLog replies and bookings; schedule the approved next contact.
Keep the relationship and referral history.
Suppress opt-outs immediately; email opt-outs honored within 10 business days.
Present
StudioA service sheet, the owner-set rate sheet and a fictional sample delivery package.
A coverage and partner terms sheet.
No real case or client material. The AI assistant does not generate sample testimony as a transcript.
Close
Owner · Studio · LegateThe owner agrees terms; staff record the source and standing orders.
The owner agrees the arrangement; staff record it.
No booking gifts, referral compensation or promises of clients.
- Prospecting calls
Staff dial, 8 a.m. to 8 p.m. at the recipient’s location, no more than three calls in 24 hours on one subject. Check national, Florida and firm do-not-call lists and honor opt-outs. Recording requires every party’s consent. §501.616 Details
- AI calls and texts
The AI assistant identifies itself as automated. A request, an inbound call or a public business number does not replace prior express written consent for AI calls. FCC 24-17 Details
- Telephone-seller rules
Florida telephone-seller licensing applicability stays with counsel. No blanket business-to-business exemption is claimed. Details
- Reviews
Reviews are written by clients who agreed to receive the request. No invented reviews, borrowed results or conversion figures. 16 CFR 465 Details
The buyer is a law firm. The timing of a deposition is not a public-record signal, and no one connected with a case is a prospect.
Choose what the AI assistant may read.
Your firm decides which matters and documents may be used for each task.
- Your computerThe firm’s folderstays here
- Regaldi’s serverPasses the task contentstores memory and uploads
- AI providerAnthropic or OpenAIprocesses what the assistant reads for a task
- Working folder
- Files stay in your firm’s folder. Your firm decides which matters and documents may be used for each task.
- Server and AI provider
- Content the AI assistant reads passes through Regaldi’s server to the AI provider, currently Anthropic or OpenAI.
- Memory and uploads
- Memory and uploads are stored on Regaldi’s server under written terms. One firm’s transcripts are never used for another firm.
- Protective orders
- Recipients, sealing, and return or destruction follow the order. Medical and protected material stays outside the task unless the firm and its client authorize it within applicable orders and terms.
Protective orders can restrict recipients; the firm and counsel determine whether provider processing is allowed. Sensitive-information flags go to the filing attorney, never change the transcript and do not authorize filing. Security, disposal and breach-response duties remain with the firm. No universal retention period or local-only processing is claimed. 45 CFR 164.512(e)
Keep each credential with the person who holds it.
Track commissions and required credentials. The firm confirms qualifications and assigns the reporter.
- 01 · Staff State notary search Staff check each commission on the state search.
- 02 · Studio Result recorded Commission number, legal name and expiry in the register.
- 03 · Legate Expiry tracked A reminder before the commission lapses; no jobs after it.
- 04 · Owner or scheduler Assignment confirmed The firm confirms qualifications and assigns the reporter. The firm assigns
- 05 · Reporter Seal The reporter holds their own seal. Employment does not transfer it. Notary’s exclusive control
- Courts set reporter qualifications. A statewide reporter license is not claimed, and the firm is never called licensed or certified. A named reporter’s own verified credential may be stated with its issuer and scope.
- The notary lookup is done by staff in their own browser; it is not a built registry connector. No job is assigned on an expired commission.
- Conflict and financial-interest checks go to the owner and the reporter; panel or volume contracts with a party go to counsel.
- Contractor classification stays with the owner and counsel or the accountant.
Keep every handoff accountable.
Your team approves outgoing work and keeps the professional decisions.
- 01
The reporter makes and certifies the record. The oath, the recording of testimony, going on and off the record, the transcript, its corrections and the certificate are the reporter’s, as the officer before whom the deposition is taken. The system schedules, checks, tracks and delivers (Rules 1.300, 1.310(c)(1), (e), (f)(1); Rule 2.535(c), (g)).
- 02
Not a court reporting firm. Regaldi LLC is a Florida software company. It does not report, transcribe testimony, administer oaths, certify transcripts, act as an officer or file anything with a court. Its assistant never calls itself a reporter or a notary (§117.05(7)).
- 03
No machine transcripts. Regaldi does not produce or sell transcripts of testimony and does not run its speech-to-text tool on deposition or hearing audio. Nothing the system produces is a certified transcript.
- 04
Seals stay with the notary. The system never holds or applies a reporter’s notary seal or signature (§117.05(3)(b)). Commissions are tracked so no job goes to an expired commission (§117.05(8)).
- 05
Nothing is left out of the record. The system never removes or changes testimony. Witness changes go through the errata procedure the reporter controls (Rule 2.535(c); Rule 1.310(e)).
- 06
Flat price, nothing for bookings. The firm pays a set price for software and services. Nothing depends on pages, jobs, clients won or contracts. Regaldi pays and takes nothing for referrals, and the system does not arrange gifts or payments to law-firm staff for bookings. Arrangements with a party to the case go to counsel (Rule 1.300(d)).
- 07
Calls and texts. Automated or AI calls and automated texts only to people who gave prior express written consent, and the assistant says it is automated. Staff make prospecting calls themselves, 8 a.m. to 8 p.m., no more than three calls in 24 hours on one subject, with do-not-call and opt-out lists checked. Recording only with every party’s consent (TCPA; FCC 24-17; §§501.059(5), 501.616(6), 934.03).
- 08
Email. Accurate sender, the firm’s postal address and a working opt-out honored within 10 business days (CAN-SPAM, 15 U.S.C. §7704).
- 09
Confidential matters stay under the firm’s control. Transcripts, exhibits, medical records and protected material are read by the assistant only where the firm decides it may. What the assistant reads goes through Regaldi’s server to the AI provider (Anthropic or OpenAI today). Protective orders and their return-or-destroy terms are followed (45 CFR 164.512(e)(1)(v); Rule 2.425). Regaldi makes no HIPAA, SOC 2 or similar claims and offers no BAA today.
- 10
No marketing from court records. Court dockets and case data are used only to check a job the firm already has. No lists of attorneys, parties or witnesses are built from new cases, and no one connected with a case is contacted outside the job.
- 11
Data. Files stay in the firm’s folder; memory and uploads are stored on Regaldi’s server under written terms. One firm’s transcripts are never used for another firm. Florida’s data-security and disposal duties apply to the firm (§501.171(2), (8)).
- 12
Coverage honesty. No connection to stenography, video-sync, repository, scheduling, accounting or e-filing software. Work happens with the files the firm exports, in its own software on its own screen (Mac) and in staff’s own browser, configured per firm, each submission confirmed. Docket checks cover the Miami-Dade circuit and county courts; other counties through staff’s browser.
- 13
Approvals. In this configured workflow every message, call and submission waits for a person at the firm: acting without asking and autonomous dialing stay off, with no blanket approval per conversation.
- 14
General information. General information, not legal advice. Each firm is responsible for its own compliance with the rules of the courts it serves, Chapter 117, data-security law and telemarketing law.
Handling detail
- A reporter-released rough draft remains labelled “uncertified rough draft”. Format checks are quality control, not an admissibility verdict; PDF text and scan quality limit them.
- Witness review, errata and non-signature statements remain with the reporter. Witness signatures use paper or the firm’s own tool.
- Delivery uses the firm’s system or mailbox after approval, never a public report link. The sync handoff is a handoff, not synchronization by Regaldi.
- Parties or the witness handle any permitted court filing, not the firm or Regaldi.
- Incidents go to the owner and counsel: individual and state notices within 30 days where they apply, state notice for 500 or more Floridians, and 10-day notice from a third-party agent. No automatic legal determination or notice.
Rates, local court fee limits, itemized notarial fees and taxable-cost eligibility require the firm’s review. The firm’s service rates are separate from Regaldi’s fixed fee. Read Rules 1.300 and 1.310, Rule 2.535, FRCP 30, §57.071 and §501.171 in full.
Start with one workflow.
Choose the task, agree access and approval owners, then measure the work with your team.
- 01 · DiagnosticTwo to three weeks
Scope
The task, the matters the AI assistant may read, the access and approval owners, and the baseline.
Credited once toward the project.
- 02 · PilotOne process
Supervised run
A notice check and job packet on approved material, with your scheduler reviewing each output.
Where a question remains open after the diagnostic.
- 03 · BuildIn stages
Review
Preparation time, corrections and approval effort compared with your baseline; the firm decides whether to expand.
Voice intake needs firm-specific setup; autonomous dialing stays off.
A fixed fee for software and services. Nothing tied to pages, jobs, clients won or contracts. Regaldi pays and takes nothing for referrals.
The scope of each stage is agreed in writing. Regaldi reports the changes it observes against your baseline; it does not promise savings, collections, bookings, contracts or litigation outcomes. The engagement does not authorize professional acts.
Prices: regaldi.ai/pricing/
Bring us one recurring task
Tell us what your office handles, the counties you serve and where the administrative work builds up. A principal reads every inquiry and writes back by email. Do not include case names, testimony, transcripts, medical information, client details, documents or passwords.
A form submission authorizes a reply by email, not AI marketing calls.
Do not include patient information, client files or passwords. Sending this does not purchase a service. Your message is relayed to office@regaldi.ai through FormSubmit; our Privacy Policy applies.
Regaldi LLC is a Florida software company, not a court reporting firm. It does not report, transcribe testimony, administer oaths, certify transcripts, act as an officer or file anything with a court. Reporters must meet the courts’ qualifications; oaths require an authorized officer. General information, not legal advice. Each firm is responsible for the rules of the courts it serves, Chapter 117, data-security law and telemarketing law. AI output can be inaccurate and must be reviewed before it is relied on.