CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. VoiceScript: VoiceScript is an AI-powered legal transcription and court reporting platform that turns recorded and live proceedings into accurate, client-ready transcripts. 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 VoiceScript when streaming real-time transcripts to attorneys during live proceedings 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.
VoiceScript is an AI-powered legal transcription and court reporting platform that turns recorded and live proceedings into accurate, client-ready transcripts.
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
VoiceScript is a court reporting and attorney productivity platform that applies AI speech recognition to legal proceedings such as depositions, hearings, and trials. Its products include AutoScriptOne, a live-editing tool that delivers high-accuracy AI transcripts to reporters in real time; AttorneyView, which streams edited transcripts to attorneys and participants during proceedings; AutoScript Hub, which processes uploaded audio and video files into draft transcripts within minutes; and a free AutoScript Desktop Editor with a Word-like interface for editing and formatting. CourtCapture adds multi-channel courtroom audio recording with redundancy and backup for in-person, remote, and hybrid sessions. A Deposition-AI litigation assistant for preparation, real-time coaching, and post-proceeding analysis is listed as coming soon via a waitlist. The platform supports many media types and exports compatible with CAT software and case management systems. It is built for court reporters, scopists, court systems, law firms, and attorneys who need fast, accurate legal transcripts and streamlined reporting workflows.
Best suited for
CogniCor is a free tier with paid upgrades (freemium); VoiceScript is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CogniCor | VoiceScript |
|---|---|---|
| Core capability | Meeting note capture and organization within the CRM | AI speech-to-text transcription for legal proceedings |
| Standout feature | Automated pre-meeting prep including agendas and form-finding | Real-time live transcript editing (AutoScriptOne) |
| Team usage | Conversion of meeting notes into tasks, cases, and client communications | Live transcript streaming to attorneys and participants (AttorneyView) |
| Integrations | Native embedding in Salesforce and Redtail via the Salesforce AppExchange | Audio/video file-to-draft transcript processing (AutoScript Hub) |
| Languages & capture | Form automation including NIGO handling and eAuthorizations | Multi-channel courtroom recording with redundancy and backup (CourtCapture) |
| Best-fit workflow | Integrations with planning and operations tools such as eMoney and Orion | Free Word-like desktop transcript editor |
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.
VoiceScript
Choose VoiceScript if you need producing accurate deposition and hearing transcripts for court reporters and law firms — strengths include purpose-built for legal/court reporting with real-time, client-ready drafts.
CogniCor
VoiceScript
It depends on your workflow. CogniCor is strong for automating meeting prep and agendas before advisor client meetings, while VoiceScript is strong for producing accurate deposition and hearing transcripts for court reporters and law firms. Both transcribe and summarize meetings.
CogniCor is a free tier with paid upgrades and VoiceScript 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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