AutoScribe (Mutuo Health): AutoScribe is an AI medical scribe by Mutuo Health that transcribes clinician-patient conversations in real time and generates clinical notes. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist AutoScribe (Mutuo Health) when physicians documenting patient encounters hands-free during visits matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AutoScribe is an AI medical scribe by Mutuo Health that transcribes clinician-patient conversations in real time and generates clinical notes.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
AutoScribe, developed by Toronto-based Mutuo Health Solutions (a WELLSTAR company), is an AI-powered ambient medical scribe for healthcare providers. It uses automatic speech recognition and natural language processing to capture clinician-patient conversations in real time and automatically draft a structured clinical note. After an encounter, clinicians can review, edit, or delete sections that are not medically relevant before finalizing. The product is web-based and runs on any computer, tablet, or smartphone with an internet connection and a microphone, requiring no software download. It integrates with electronic medical record systems including PS Suite (Telus), Oscar EMR/Oscar Pro, Cerner, and Epic. AutoScribe supports many of the most commonly spoken languages in Canada and, for eligible Ontario subscribers, can predict diagnostic and billing codes. The company states the solution is HIPAA, PIPEDA, and PHIPA compliant. It is aimed at physicians and other clinicians across specialties who want to reduce documentation time and administrative burden during patient visits.
Best suited for
Zocks is an AI assistant built specifically for financial advisors and wealth management firms to reduce the administrative burden around client meetings. During virtual or in-person conversations it captures notes with speaker attribution and surfaces live meeting analysis, then turns the discussion into structured documentation, follow-up emails, and tasks. Zocks emphasizes a privacy-first design: according to the company it stores the notes themselves rather than retaining audio or video recordings of the meeting. After a meeting, it can automatically fill intake, fact-finder, and account-opening forms, build client profiles, and push updates into advisor-focused CRMs and planning tools such as Wealthbox, Redtail, Salesforce, HubSpot, and eMoney. The platform also offers pre-meeting preparation with agendas and client context, and document intelligence to extract financial details. Positioned as a co-pilot that sits across the advisory workflow, Zocks aims to free advisors to focus on the client conversation while the system handles documentation and downstream data entry. It is used by independent practices and larger enterprise firms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
AutoScribe (Mutuo Health) is a free tier with paid upgrades (paid); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | AutoScribe (Mutuo Health) | Zocks |
|---|---|---|
| Core capability | Real-time speech-to-text transcription of clinician-patient conversations | AI note-taking with speaker attribution for client meetings |
| Standout feature | Automatic generation of structured clinical notes with editable sections | Live meeting analysis during calls |
| Team usage | EMR integrations including PS Suite, Oscar, Cerner, and Epic | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Multilingual support for many commonly spoken Canadian languages | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Diagnostic and billing code prediction for eligible Ontario subscribers | AI-drafted follow-up and client response emails |
| Best-fit workflow | Web-based access on any device with a microphone, no download required | Pre-meeting preparation with agendas and client profiles |
AutoScribe (Mutuo Health)
Choose AutoScribe (Mutuo Health) if you need physicians documenting patient encounters hands-free during visits — strengths include purpose-built for clinical documentation with emr integrations.
Zocks
Choose Zocks if you need documenting client review and discovery meetings for compliance and records — strengths include purpose-built for financial advisors rather than a generic notetaker.
AutoScribe (Mutuo Health)
Zocks
It depends on your workflow. AutoScribe (Mutuo Health) is strong for physicians documenting patient encounters hands-free during visits, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
AutoScribe (Mutuo Health) is a free tier with paid upgrades and Zocks is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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