Getting started on Mac

Use a Mac with Apple silicon, macOS 15 or later, at least 16 GB of unified memory and 12 GB of available storage. Create a clinician profile and a strong passphrase. Keep that passphrase somewhere safe: support cannot reset it or decrypt your clinical records. Allow approximately 3.94 GB of model downloads during setup. Keep the app open until installation finishes. You can retry failed downloads. Core processing then works offline.

Create a fictional client code to try the app. Select Record, obtain participant consent, and start a microphone recording. Alternatively, import a supported audio file you are authorized to process. The App Store edition currently supports microphone recording and file import; it does not capture another app's meeting audio directly. Review the transcript and speaker labels, check every generated note against the source, correct errors, then approve and export. AI drafts may omit or invent details and must never be used without professional review.

Send a recording from iPhone, iPad or Android

Install Casebound Recorder from the App Store on iOS/iPadOS 17+, or from Google Play on Android 13+. The companion requires Casebound on a compatible Mac for transcription and note drafting. Recording itself works offline. Enable receiving in Casebound on Mac under Settings → Companion, keep the Mac unlocked, and connect both devices to the same trusted network. Record with participant consent. Tap Send on a saved recording, select your Mac, and compare the six-digit code shown on both screens. Confirm only if the codes match. Keep both apps open during transfer. The recorder deletes its copy only after the Mac confirms receipt; find the delivered item in the Mac companion inbox and assign it to a client. The recorder has no transcription or note-generation engine of its own. On Android, the recording service shows a notification with a Stop button and can continue recording while the screen is locked. Keep the app visible during transfers.

Troubleshooting

Microphone unavailable: check microphone permissions in system settings, reconnect your microphone and try a short nonclinical recording.

Mac not listed: enable receiving, unlock the profile, allow local-network access on both devices, and use a network without client isolation. Disable a VPN only if your organization's policy permits. Guest Wi-Fi can block peer discovery.

Transfer interrupted: leave the local recording in place and retry. Never delete the only usable copy manually. A receipt confirms Mac inbox storage, not successful transcription or clinical approval.

Model download failed: restore internet access and retry setup. A checksum failure causes the download to be rejected. Do not substitute files from unknown sites.

Custom model folder unavailable: unlock the app, open Settings → Notes and choose the folder again. Use only compatible MLX model weights from a source you trust.

Recording interrupted by a call: return to the recorder and inspect the saved item before continuing. Test your device's behavior before clinical use.

Backups and recovery

Configure encrypted backups in Settings → Backup on the Mac. Save them to a destination appropriate for clinical information and keep the backup passphrase separately. Test restoring a backup with fictional records before relying on the workflow. Recorder audio is excluded from device backups; transfer it to the Mac before replacing or resetting a phone. If migrating from a development build with older identifiers, keep the original build and backup until a restore into the store edition has been verified.

Payments and refunds

The Mac app is prepared for a paid upfront App Store purchase. Casebound Recorder is a free companion. Manage Mac purchases, refunds and App Store installation through Apple; install and update the Android companion through Google Play. There is no external activation key or in-app subscription in these editions. The final price and countries are set by the publisher in App Store Connect.

Before contacting support

Include the app version, macOS/iOS version, device model, exact error text and reproducible steps using fictional information. Do not attach clinical recordings, transcripts, notes, identifiers, passwords or backups. Support never needs your encryption passphrase.

Clinical use

Casebound assists documentation. It does not replace clinical judgment, diagnose conditions, choose treatments, or monitor emergencies. Follow your organization's consent, records-retention and device-security policies.

Help with Casebound