Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cogram when construction and engineering firms automating project meeting minutes matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Cogram is an AI platform built for the architecture, engineering and construction (AEC) industry, with automated meeting minutes as one of its core capabilities. Its notetaker captures both virtual and in-person meetings and generates minutes, decisions and action items using the firm's own templates, so output matches the documentation formats AEC teams already use. For virtual meetings it works with Zoom and Google Meet, and it integrates with Microsoft Teams, Outlook and calendars, as well as industry tools such as Procore and Autodesk, so meeting outputs can flow into project workflows. Beyond minutes, Cogram offers an assistant, email management, and support for RFIs, submittals and field reports, positioning meeting documentation as part of a wider project-administration suite. Privacy and security are emphasized: the company states it does not train AI models on customer data, holds SOC 2 Type II certification, supports SSO, MFA and role-based access controls, uses strong encryption in transit and at rest, and offers private-cloud or on-premises deployment options. Cogram is aimed at architects, engineers, consultants and contractors who need accurate, template-driven meeting records within a security-conscious, industry-specific platform. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Cogram is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cogram | Mili |
|---|---|---|
| Core capability | Automated meeting minutes for virtual and in-person meetings | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Template-driven notes, decisions and action item capture | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Integrations with Zoom, Google Meet, Microsoft Teams, Outlook, Procore and Autodesk | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Additional tools for RFIs, submittals, field reports and email management | Custom note and action-item formats for advisory workflows |
| Languages & capture | SOC 2 Type II certification with SSO, MFA and role-based access controls | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Private-cloud or on-premises deployment options | Additional agents for scheduling, onboarding, prospecting, and compliance |
Cogram
Choose Cogram if you need construction and engineering firms automating project meeting minutes — strengths include tailored to aec documentation needs with customizable templates.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
Cogram
Mili
It depends on your workflow. Cogram is strong for construction and engineering firms automating project meeting minutes, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Cogram is a free tier with paid upgrades and Mili 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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