Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. Steno: Steno is a tech-enabled court reporting and litigation support platform that captures, transcribes, and analyzes legal proceedings such as depositions, including an AI transcript analysis tool. 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 Close Notetaker when close crm sales teams capturing call and meeting summaries automatically matters most, and Steno when using ai to summarize, search, and compare deposition transcripts for case strategy matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM.
Steno is a tech-enabled court reporting and litigation support platform that captures, transcribes, and analyzes legal proceedings such as depositions, including an AI transcript analysis tool.
Close Notetaker is an AI notetaking capability built directly into Close, a sales CRM aimed at small and mid-sized teams. It automatically transcribes and summarizes calls and meetings within Close, covering both human-rep conversations and calls handled by Chloe, Close's AI sales teammate. Because it lives inside the CRM, every captured conversation is stored, searchable, and tied to the relevant contacts and deals, so sales reps can review what was discussed without taking manual notes during the call. According to Close, Notetaker is available to all customers and works out of the box with no separate configuration, alongside other Chloe capabilities such as pipeline suggestions and CRM enrichment. Transcription supports calls made in more than twenty languages, which helps teams operating across regions. By keeping recordings, transcripts, and summaries within the same system that holds the pipeline and customer records, Close Notetaker reduces context switching between a standalone notetaker and the CRM, and keeps conversation history attached to the accounts it relates to. It is positioned as a core feature of the Close platform rather than a separate purchase. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Steno is a court reporting and litigation services company built for law firms and attorneys. It provides access to a network of certified court reporters who capture spoken proceedings and produce transcripts in rough, original, and certified formats, with realtime, next-day, and expedited delivery options. For remote work, Steno Connect is a Zoom app purpose-built for depositions, adding secure exhibit handling, annotation, and a live technical assistant; the company reports SOC 2 Type II and HIPAA compliance. Video capabilities include standard video plus text-to-video synchronization. Its AI tool, Transcript Genius, reads case transcripts to generate summaries, answer conversational questions with page and line citations, run semantic and exact-match search, and compare multiple transcripts to surface contradictions; users can also upload outside .txt and .pdf transcripts. A Firm Dashboard handles scheduling, file access, and invoicing, and integrations include Zoom, Clio, and Litify. Steno also offers deferred, contingency-friendly payment. It is aimed primarily at litigators and legal support staff rather than general business meetings.
Best suited for
Close Notetaker is a free tier with paid upgrades (freemium); Steno is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Close Notetaker | Steno |
|---|---|---|
| Core capability | Automatic transcription and summarization of calls and meetings inside Close CRM | Certified court reporters producing rough, original, and certified transcripts |
| Standout feature | Captures both rep calls and AI-handled (Chloe) calls | Interactive realtime transcription during proceedings |
| Team usage | Searchable conversation records tied to contacts and deals | Steno Connect Zoom app for remote depositions with exhibit handling |
| Integrations | Transcription across more than twenty languages | Transcript Genius AI for summaries, semantic search, and Q&A with page/line citations |
| Languages & capture | Works out of the box with no separate configuration | Multi-transcript comparison to surface contradictions and discrepancies |
| Best-fit workflow | Part of the broader Chloe AI assistant within Close | Firm Dashboard for scheduling, file access, and invoice management |
Close Notetaker
Choose Close Notetaker if you need close crm sales teams capturing call and meeting summaries automatically — strengths include lives natively inside close crm, keeping notes attached to records.
Steno
Choose Steno if you need scheduling and capturing certified transcripts for remote or in-person depositions — strengths include combines human-certified court reporting with ai-powered transcript analysis.
Close Notetaker
Steno
It depends on your workflow. Close Notetaker is strong for close crm sales teams capturing call and meeting summaries automatically, while Steno is strong for scheduling and capturing certified transcripts for remote or in-person depositions. Both transcribe and summarize meetings.
Close Notetaker is a free tier with paid upgrades and Steno is custom pricing. 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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