CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Relaw: AI legal platform for law firms that combines an AI notetaker, drafting, and client intake to capture and summarize client meetings. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CogniCor when automating meeting prep and agendas before advisor client meetings matters most, and Relaw when generating action items and follow-ups from attorney-client conversations 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 legal platform for law firms that combines an AI notetaker, drafting, and client intake to capture and summarize client meetings.
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
Relaw is an AI legal software platform built for solo practitioners and small to mid-sized law firms that want to reduce administrative work around client meetings and matter management. Its AI Notetaker is trained on legal-domain language and is designed to transcribe and summarize conversations across video calls, phone calls, and in-person meetings, surface action items, and attach the resulting notes to the relevant client file. The notetaker sits alongside Relaw's other modules: an AI drafting assistant that works inside Microsoft Word using client context, a Smart Intake portal with no-code customizable intake forms that feed captured data into downstream workflows, and a no-code document automation system for generating documents from templates. The platform is positioned for client-services legal work such as intake and consultation calls rather than litigation depositions. Relaw highlights security and compliance through SOC 2 Type II certification, end-to-end encryption, and GDPR/CCPA alignment, and it offers onboarding support with customized intake forms and document templates for new firms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); Relaw is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | Relaw |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI Notetaker that transcribes and summarizes video, phone, and in-person client meetings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Legal-domain-trained summaries with action item extraction |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Notes automatically linked to client files and matters |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Smart Intake: branded, no-code client intake portal with customizable forms |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | AI drafting assistant that works inside Microsoft Word using client context |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | No-code document automation for template-based generation |
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.
Relaw
Choose Relaw if you need capturing and summarizing law firm client intake and consultation meetings — strengths include purpose-built for law firm workflows, including intake and consultation calls.
CogniCor
Relaw
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while Relaw is strong for capturing and summarizing law firm client intake and consultation meetings. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and Relaw 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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