BoardBreeze: AI software that converts board meeting recordings into compliant, formatted minutes capturing motions, votes, and action items. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist BoardBreeze when producing compliant minutes for city council, school board, or hoa meetings matters most, and Upheal when group practices standardizing documentation and compliance across multiple clinicians matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI software that converts board meeting recordings into compliant, formatted minutes capturing motions, votes, and action items.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
BoardBreeze is AI-powered meeting minutes software built specifically for formal board and public-body meetings rather than general team calls. Its core promise is to turn a meeting recording into compliant, approval-ready minutes: users upload an audio recording, or capture audio live in the browser, and the system transcribes it and structures the output into concise governance minutes instead of a long verbatim transcript. The AI identifies and documents motions along with mover and seconder details, records roll-call votes with individual member positions, and extracts action items with assignees, formatting everything into a short governance document suitable for official approval. BoardBreeze is designed around governance compliance norms such as open-meeting laws and Robert's Rules of Order, and it serves boards across municipalities, city and school councils, higher education, government bodies, and HOAs. It handles long meetings and emphasizes that it requires no new hardware, no meeting-platform integration, and no IT project, working with existing recordings. For privacy, the platform deletes the audio after processing. By focusing narrowly on structured, defensible minute generation, BoardBreeze positions itself as a specialized documentation tool distinct from general transcription services that produce lengthy narrative transcripts. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health therapists and behavioral health practices. It records and transcribes therapy sessions and then generates clinical progress notes formatted to a chosen template, typically within about a minute. Sessions can be captured through Upheal's built-in HIPAA-compliant telehealth video, in-person audio recording, dictation, or by uploading pre-recorded audio files; transcription supports multiple languages including English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform offers numerous note formats such as SOAP, DAP, BIRP, GIRP, EMDR, intake, and mental status exam, plus customizable sections. Beyond documentation, it provides scheduling, client intake forms, billing and superbills, secure messaging, and compliance checking. A browser extension transfers notes into other EHRs and works alongside telehealth tools like Zoom and Google Meet. By default, audio recordings are deleted after transcription unless saved. It is aimed at solo therapists, group practices, and virtual care providers.
Best suited for
BoardBreeze is a free tier with paid upgrades (freemium); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | BoardBreeze | Upheal |
|---|---|---|
| Core capability | Converts uploaded or browser-captured recordings into formatted minutes | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Automatic capture of motions with mover and seconder details | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | Roll-call vote documentation with individual member positions | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Action-item extraction with assignees | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Output structured to governance standards (e.g., Robert's Rules, open-meeting laws) | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Support for long-duration meetings | Automatic deletion of audio recordings after transcription unless explicitly saved |
BoardBreeze
Choose BoardBreeze if you need producing compliant minutes for city council, school board, or hoa meetings — strengths include specialized for compliant board minutes rather than verbatim transcripts.
Upheal
Choose Upheal if you need therapists automating clinical progress notes after telehealth or in-person sessions — strengths include purpose-built for therapists with clinically structured note templates rather than generic meeting summaries.
BoardBreeze
Upheal
It depends on your workflow. BoardBreeze is strong for producing compliant minutes for city council, school board, or hoa meetings, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
BoardBreeze is a free tier with paid upgrades and Upheal is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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