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. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CaseMark when court reporters certifying transcripts and producing deposition summaries from recorded proceedings matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
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.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
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
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
CaseMark is custom pricing (contact sales); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CaseMark | Zocks |
|---|---|---|
| Core capability | Uploads of deposition/proceeding audio and video (up to 8GB) for transcription review | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI transcript drafts reviewed alongside source media with terminology verification and certification | Live meeting analysis during calls |
| Team usage | Structured summaries: deposition (page-line, narrative, analysis), proceeding recaps, indices, and medical chronologies | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Matter-centric organization consolidating intake, sources, transcripts, and deliverables | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Branded client portal with secure delivery and matter-scoped chat | AI-drafted follow-up and client response emails |
| Best-fit workflow | case.dev API platform and web app (app.casemark.com) | Pre-meeting preparation with agendas and client profiles |
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.
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.
CaseMark
Zocks
It depends on your workflow. CaseMark is strong for court reporters certifying transcripts and producing deposition summaries from recorded proceedings, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
CaseMark is custom pricing 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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