CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Deposely: AI deposition platform for litigators covering prep, real-time insights, and transcript review and summaries. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Deposely when getting real-time contradiction and follow-up alerts during a live deposition matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM.
AI deposition platform for litigators covering prep, real-time insights, and transcript review and summaries.
CogniCor is a generative AI assistant platform for financial advisors at RIAs, broker-dealers, and wealth management firms, designed to automate the administrative work surrounding client meetings. Rather than operating as a standalone app, CogniCor embeds directly into CRMs such as Salesforce and Redtail and is available on the Salesforce AppExchange, so its meeting prep, note-taking, and follow-up capabilities run within the advisor's existing tech stack. The platform automates pre-meeting preparation including agenda creation and form-finding, captures and organizes meeting notes, and turns those notes into tasks, case creation, and client communications afterward. It also handles related advisor workflows such as custodian alert management, NIGO form automation, eAuthorizations, and knowledge management. CogniCor connects with planning and operations tools including eMoney and Orion in addition to its CRM integrations. The company targets larger RIAs, broker-dealers, and enterprise wealth firms and counts sizable institutions among its customers. By orchestrating meeting documentation and downstream operations from inside the CRM, CogniCor aims to reduce manual administrative effort for advisory teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Deposely is an AI-powered deposition platform built for law firms and litigation attorneys that supports the deposition workflow from preparation through review. Its Prep module generates deposition outlines with suggested questions and tagged exhibits to speed up case preparation. During a deposition, the Live module provides real-time AI insights, including detection of incomplete answers and contradictions, strategic follow-up question suggestions, and tracking of whether the deposition's goals are being met. After the proceeding, the Review module processes transcripts, audio, or video files to produce AI-generated summaries with citation references, automated chronologies, and synced audio playback paired with a contextual AI chat for exploring the record. Deposely also offers integrations to connect with existing legal workflows and systems. The platform is aimed squarely at the legal niche, where verbatim, speaker-attributed records and accurate citations matter, and it markets significant reductions in preparation time. Because it is purpose-built for depositions and litigation rather than general meetings, it is most relevant to attorneys, paralegals, and litigation support teams who need structured intelligence layered on top of deposition transcripts and recordings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Deposely is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Deposely |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | Deposition prep with AI-generated outlines, suggested questions, and tagged exhibits |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time live insights detecting incomplete answers and contradictions |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Strategic follow-up question suggestions and goal tracking during depositions |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Transcript, audio, and video review with AI summaries and citation references |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Automated chronologies from deposition records |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Synced audio playback with contextual AI chat and workflow integrations |
CogniCor
Choose CogniCor if you need automating meeting prep and agendas before advisor client meetings — strengths include runs inside existing crms rather than as a separate application.
Deposely
Choose Deposely if you need preparing deposition outlines and exhibits before a proceeding — strengths include purpose-built for the full deposition lifecycle from prep to review.
CogniCor
Deposely
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Deposely is strong for preparing deposition outlines and exhibits before a proceeding. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Deposely is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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