Legal

Privacy policy.

Plain English, no surprises. Your meetings are yours.

Effective date: 13 November 2026

Upshot is made by BMB Enterprises Ltd ("we", "us"), a company registered in England & Wales (company number 11309655). This policy explains what happens to your information when you use Upshot on iPhone, iPad and Mac. If anything here is unclear, email hello@bmbenterprises.ltd.

The short version

  • Upshot has no accounts and no Upshot servers. We never receive your recordings, transcripts, notes or voice data.
  • Recording, transcription, speaker recognition and notes written by Apple Intelligence all happen on your device.
  • Your data leaves your device only when you choose: sharing it, turning on iCloud Sync, or connecting your own AI provider.
  • We use no analytics, advertising or tracking tools.

What Upshot stores on your device

  • Recordings of your meetings.
  • Transcripts, notes, summaries, your questions and answers, and meeting details such as title, date and type.
  • Speaker names and voice profiles. When you name a speaker, Upshot keeps a voice profile: a numeric signature of that voice, not a recording, so it can recognise the same person in later meetings. You can rename voices, or forget all of them, at any time.
  • Your meeting types and guidance, if you add your own.
  • Settings, including any API keys you add, which are kept in your device's Keychain.

Recordings are protected by your device's file protection and excluded from iCloud Backup.

Microphone and Mac audio

Upshot uses the microphone only while you are recording. On Mac, if you allow it, Upshot also records the audio your Mac plays during a meeting, such as a Teams, Zoom or Meet call, so both sides are captured. You are responsible for telling the people in a meeting that it is being recorded, and for getting their consent where the law requires it.

iCloud Sync (optional)

If you turn on iCloud Sync, your recordings, transcripts, notes, meeting types, speaker names and voice profiles are stored in your own private iCloud database, so they appear on your other devices signed in to the same Apple Account. This is handled by Apple under Apple's privacy policy. We cannot access your iCloud data. Sync is off until you turn it on, and you can turn it off at any time.

Your own AI provider (optional, Upshot Basic)

With an Upshot Basic subscription you can choose to have notes written and questions answered by a provider you connect yourself:

  • Claude, using your own Anthropic API key.
  • ChatGPT, using your own OpenAI API key.
  • Your company's AI server, at an address you enter.

When you use one of these, Upshot sends the meeting text needed for the task, such as the transcript, speaker names and your question, directly from your device to that provider. It does not pass through us. The provider handles that data under its own terms and privacy policy and under your agreement with it. Anthropic and OpenAI bill you directly for that use. If you do not connect a provider, nothing is sent to one.

Model downloads

Some features download models to your device: Apple's speech model from Apple, and speaker-recognition and optional on-device writing models from Hugging Face. These downloads bring files to your device. They do not send your recordings, transcripts or notes anywhere. Hugging Face, like any website, will see your device's IP address when the files are downloaded.

Subscriptions

Upshot Basic is sold through the App Store. Apple processes the payment, and we do not receive your payment details. Upshot checks with Apple whether your subscription is active.

Reminders and Calendar

Upshot asks for access to Reminders or Calendar only when you choose to export a meeting's action items, and only adds the items you export.

Local network

If your company's AI server is on your local network, Upshot asks for local network access so it can reach it. It is not used for anything else.

Sharing

When you share or email a recording, transcript, notes or minutes, you choose what is shared and where it goes. If you turn on Save notes automatically, Upshot writes each meeting's notes as a Word, PDF or Markdown file to the folder you choose; what happens to that folder, for example if it is in iCloud Drive, is up to you and the service that stores it.

Deleting your data

Deleting a meeting removes its recording, transcript, notes and chat from your device, and from your iCloud if iCloud Sync is on. Deleting the app removes everything stored on that device. To remove synced data from iCloud, delete the meetings in the app with sync on, or manage Upshot's data in your iCloud settings. Data you sent to an AI provider you connected is held under that provider's terms.

Your rights

Because we do not collect or hold your personal data, there is normally nothing for us to access, correct or delete. If you have a question or want to make a request under data protection law, such as the UK GDPR, email hello@bmbenterprises.ltd. You can also complain to the Information Commissioner's Office (ico.org.uk).

Children

Upshot is not directed at children under 13, and we do not knowingly collect information from them.

Changes

If this policy changes, we will update this page and the effective date above.

Contact

BMB Enterprises Ltd
Fao Workwell Accountancy
Ground Floor East Hyde
38 Clarendon Road
Watford, Hertfordshire
WD17 1HZ
England
Company number 11309655
hello@bmbenterprises.ltd