DepoDash: Cloud court-reporting platform delivering verbatim deposition transcription via AI, stenographers, or voice writers. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist DepoDash when conducting remote depositions with real-time transcription and exhibit sharing matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Try them side by side on real calls before deciding — needs vary by team.
Cloud court-reporting platform delivering verbatim deposition transcription via AI, stenographers, or voice writers.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
DepoDash is a cloud-based court-reporting and legal transcription platform that delivers on-demand verbatim records for depositions, hearings, and other legal proceedings in a secure environment. The platform mirrors traditional court-reporting workflows and can produce the record through a stenographic reporter, a mask (voice) writer, or AI-based automatic speech recognition, giving legal teams flexible options. For existing recordings, users can upload audio files from depositions, hearings, or interviews and the AI engine identifies speakers and generates formatted transcripts in minutes, which can then be edited and certified by a legal transcriber. DepoDash applies legal-specific formatting such as line numbering, Q&A formatting, and timestamps, and supports real-time transcription with live annotations, exhibit and file sharing, secure breakout rooms, and speaker identification. It emphasizes protecting the integrity of the digital record, restricting access to audio, video, exhibits, and transcripts so the record manager controls the material rather than a general conferencing service. With no software or hardware to install and pay-as-you-go or subscription options, DepoDash targets attorneys, court reporters, and litigation support teams who need accurate, certifiable transcripts that meet legal formatting and evidentiary expectations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Zocks is an AI assistant built specifically for financial advisors and wealth management firms to reduce the administrative burden around client meetings. During virtual or in-person conversations it captures notes with speaker attribution and surfaces live meeting analysis, then turns the discussion into structured documentation, follow-up emails, and tasks. Zocks emphasizes a privacy-first design: according to the company it stores the notes themselves rather than retaining audio or video recordings of the meeting. After a meeting, it can automatically fill intake, fact-finder, and account-opening forms, build client profiles, and push updates into advisor-focused CRMs and planning tools such as Wealthbox, Redtail, Salesforce, HubSpot, and eMoney. The platform also offers pre-meeting preparation with agendas and client context, and document intelligence to extract financial details. Positioned as a co-pilot that sits across the advisory workflow, Zocks aims to free advisors to focus on the client conversation while the system handles documentation and downstream data entry. It is used by independent practices and larger enterprise firms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
DepoDash is a free tier with paid upgrades (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | DepoDash | Zocks |
|---|---|---|
| Core capability | Cloud court reporting via stenographer, voice writer, or AI ASR | AI note-taking with speaker attribution for client meetings |
| Standout feature | AI transcription of uploaded deposition, hearing, and interview audio with speaker ID | Live meeting analysis during calls |
| Team usage | Legal-specific formatting including line numbering, Q&A, and timestamps | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Real-time transcription with live annotations during proceedings | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Exhibit and file sharing plus secure breakout rooms | AI-drafted follow-up and client response emails |
| Best-fit workflow | Record-integrity controls limiting access to audio, video, and transcripts | Pre-meeting preparation with agendas and client profiles |
DepoDash
Choose DepoDash if you need conducting remote depositions with real-time transcription and exhibit sharing — strengths include flexible record production through ai, stenographers, or voice writers.
Zocks
Choose Zocks if you need documenting client review and discovery meetings for compliance and records — strengths include purpose-built for financial advisors rather than a generic notetaker.
DepoDash
Zocks
It depends on your workflow. DepoDash is strong for conducting remote depositions with real-time transcription and exhibit sharing, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
DepoDash is a free tier with paid upgrades and Zocks 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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