CaseMark: CaseMark is an AI legal operating system whose court-reporting product processes uploaded deposition and proceeding recordings into reviewed transcripts and structured summaries for law firms and court reporters. Momentum: AI conversation intelligence and revenue platform that records and summarizes sales calls and automates CRM updates and post-call workflows. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CaseMark when court reporters certifying transcripts and producing deposition summaries from recorded proceedings matters most, and Momentum when revops and leaders generating pipeline and forecast insights matters most. Try them side by side on real calls before deciding — needs vary by team.
CaseMark is an AI legal operating system whose court-reporting product processes uploaded deposition and proceeding recordings into reviewed transcripts and structured summaries for law firms and court reporters.
AI conversation intelligence and revenue platform that records and summarizes sales calls and automates CRM updates and post-call workflows.
CaseMark is an AI-powered legal operating system built for attorneys, law firms, and court-reporting providers. Within its court-reporting product, users upload audio or video recordings of depositions, hearings, and proceedings (up to 8GB per file), then review AI transcript drafts alongside the source media, verify terminology, and certify final transcripts. The platform does not record live proceedings or employ stenographers; it works from existing media files attached to a matter. Beyond transcription review, CaseMark generates structured work product from transcripts and documents, including deposition summaries (page-line, narrative, and analysis formats), proceeding recaps, indices, case summaries, and medical chronologies. Everything is organized around individual matters, with a branded client portal for secure delivery and matter-scoped chat. CaseMark is web-based (app.casemark.com) and exposes services through its case.dev API platform. It is SOC 2 Type II certified and HIPAA compliant, and states it does not use customer data for training. It targets court reporters, litigation teams, and corporate legal departments.
Best suited for
Momentum is an AI conversation intelligence and revenue orchestration platform that records, transcribes and analyzes sales and customer-success calls to turn unstructured conversations into structured, actionable data. After calls, it generates AI summaries and notes and extracts key signals, then uses agent-style automations to handle downstream work such as updating Salesforce fields, advancing pipeline stages and generating call notes so reps spend less time on manual data entry. The platform is organized around purpose-built agents, including a deal execution agent for post-call CRM updates, a customer retention agent that surfaces churn signals and sentiment from conversations, a revenue-leadership agent that produces executive briefings and pipeline insights, and a coaching agent that offers call-based coaching recommendations. Momentum integrates deeply with Salesforce, connects to Slack for real-time deal notifications and deal rooms, and can sync data into warehouses such as Snowflake for analysis. It also offers botless recording for Google Meet, capturing calls without adding a visible participant. Momentum is aimed at sales representatives, customer success managers, sales managers, RevOps teams and revenue leaders who want conversation data to flow automatically into their CRM and reporting. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CaseMark is custom pricing (contact sales); Momentum is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CaseMark | Momentum |
|---|---|---|
| Core capability | Uploads of deposition/proceeding audio and video (up to 8GB) for transcription review | Records, transcribes and analyzes sales and CS calls |
| Standout feature | AI transcript drafts reviewed alongside source media with terminology verification and certification | AI summaries and automatic call notes |
| Team usage | Structured summaries: deposition (page-line, narrative, analysis), proceeding recaps, indices, and medical chronologies | Automated Salesforce field and pipeline updates |
| Integrations | Matter-centric organization consolidating intake, sources, transcripts, and deliverables | Purpose-built agents for deal execution, retention, coaching and leadership insights |
| Languages & capture | Branded client portal with secure delivery and matter-scoped chat | Slack integration for deal notifications and deal rooms |
| Best-fit workflow | case.dev API platform and web app (app.casemark.com) | Botless Google Meet recording and data warehouse sync |
CaseMark
Choose CaseMark if you need court reporters certifying transcripts and producing deposition summaries from recorded proceedings — strengths include purpose-built for legal proceedings and depositions, not generic notes.
Momentum
Choose Momentum if you need sales reps automating crm updates from call content — strengths include deep salesforce automation reduces manual crm data entry.
CaseMark
Momentum
It depends on your workflow. CaseMark is strong for court reporters certifying transcripts and producing deposition summaries from recorded proceedings, while Momentum is strong for sales reps automating crm updates from call content. Both transcribe and summarize meetings.
CaseMark is custom pricing and Momentum 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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