CallBro: Bot-free AI meeting assistant that transcribes calls from system audio and produces structured notes without joining the call. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CallBro when transcribing legal client meetings, consultations, and intake calls without a visible recorder matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
Bot-free AI meeting assistant that transcribes calls from system audio and produces structured notes without joining the call.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
CallBro is a desktop AI meeting assistant that records and transcribes meetings in real time directly from your device's system audio and microphone, without sending a separate bot to join the call. Because capture happens locally at the system level, it works with any meeting platform, including Zoom, Google Meet, and Microsoft Teams, as well as in-person conversations, and it remains invisible to other participants. CallBro combines the live transcript with the user's own typed notes to generate structured summaries that highlight key decisions, action items, and next steps, and it includes an AI chat that can answer questions about the meeting or draft follow-ups using the full context of the transcript and notes. The product is offered as a downloadable application for macOS and Windows, with Linux noted as upcoming, and the website lists dedicated use cases for lawyers and students alongside general business meetings. Its bot-free, device-only approach makes it relevant for professionals handling sensitive conversations, such as legal client meetings and consultations, where a visible third-party recorder may be undesirable. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CallBro is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CallBro | Mili |
|---|---|---|
| Core capability | Bot-free capture from system audio and microphone, no participant bot | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Real-time transcription with speaker-aware formatting | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Structured notes combining the transcript with the user's own notes | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | In-meeting and post-meeting AI chat for recall and follow-up drafting | Custom note and action-item formats for advisory workflows |
| Languages & capture | Works with Zoom, Google Meet, Teams, or in-person meetings | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Downloadable apps for macOS and Windows | Additional agents for scheduling, onboarding, prospecting, and compliance |
CallBro
Choose CallBro if you need transcribing legal client meetings, consultations, and intake calls without a visible recorder — strengths include no bot joins the call, which suits sensitive or private meetings.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
CallBro
Mili
It depends on your workflow. CallBro is strong for transcribing legal client meetings, consultations, and intake calls without a visible recorder, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
CallBro is a free tier with paid upgrades and Mili is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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