CallBro: Bot-free AI meeting assistant that transcribes calls from system audio and produces structured notes without joining the call. 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 CallBro when transcribing legal client meetings, consultations, and intake calls without a visible recorder matters most, and Upheal when group practices standardizing documentation and compliance across multiple clinicians matters most. Try them side by side on real calls before deciding — needs vary by team.
Bot-free AI meeting assistant that transcribes calls from system audio and produces structured notes without joining the call.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
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
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
CallBro 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 | CallBro | Upheal |
|---|---|---|
| Core capability | Bot-free capture from system audio and microphone, no participant bot | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Real-time transcription with speaker-aware formatting | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | Structured notes combining the transcript with the user's own notes | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | In-meeting and post-meeting AI chat for recall and follow-up drafting | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Works with Zoom, Google Meet, Teams, or in-person meetings | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Downloadable apps for macOS and Windows | Automatic deletion of audio recordings after transcription unless explicitly saved |
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.
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.
CallBro
Upheal
It depends on your workflow. CallBro is strong for transcribing legal client meetings, consultations, and intake calls without a visible recorder, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
CallBro 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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