DepoIQ: DepoIQ is an AI platform that transcribes and analyzes legal depositions and Examinations Under Oath, turning testimony into structured, searchable claims intelligence. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist DepoIQ when litigation and defense attorneys preparing cross-examination strategy from deposition testimony matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
DepoIQ is an AI platform that transcribes and analyzes legal depositions and Examinations Under Oath, turning testimony into structured, searchable claims intelligence.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
DepoIQ is an AI-powered claims and litigation intelligence platform built around legal depositions and Examinations Under Oath (EUOs). It ingests recorded testimony alongside medical records and billing documents, organizing them into a unified, searchable claim file. The platform captures testimony through uploaded transcripts and video, and also supports remote examinations conducted over Zoom with real-time transcription via its Examination Hub. From this material, DepoIQ generates structured summaries with page-line references, automatically flags contradictions and admissions, and connects testimony patterns across claimants, witnesses, and experts. Its "Ask DepoIQ" feature lets users run natural-language queries across all depositions, records, and EUOs without manual review. The company describes a proprietary "Large Behavioral Model" that analyzes linguistic, structural, and temporal patterns and extracts behavioral features from video, audio, and natural language to support credibility assessment. DepoIQ is aimed at insurers, third-party administrators, Special Investigation Units, and defense litigation law firms handling complex claims.
Best suited for
FinMate AI is an AI meeting notetaker designed specifically for financial advisors, marketed as built by advisors for advisors. It captures detailed client meeting notes and organizes them according to advisor-specific meeting types such as discovery and review meetings, then pushes notes and tasks into the advisor's CRM and can help transfer data into financial planning software. FinMate works across virtual meeting platforms including Zoom, Microsoft Teams, Google Meet, and Webex, and it also supports recording and transcribing phone calls and in-person meetings, with a mobile app available on the Apple App Store for capturing in-person conversations. The company highlights compliance and security with SOC 2 Type 2 certification, US-based data storage, AES-256 encryption, customizable data retention, and a commitment not to train its AI on user data. Beyond raw notes, FinMate offers client-mood and sentiment insights and can help pre-fill forms. It integrates with advisor CRMs including Redtail, Salesforce, and Wealthbox. The product is positioned to give advisors back several hours per week by automating documentation and post-meeting workflows. Pricing varies by plan. Check the official website for current pricing.
Best suited for
DepoIQ is custom pricing (contact sales); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | DepoIQ | FinMate AI |
|---|---|---|
| Core capability | Transcription of depositions and EUOs from uploaded video or live remote sessions over Zoom | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Structured summaries with page-line references extracting key testimony | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Automatic detection of contradictions, admissions, and impeachment opportunities across documents | Recording and transcription of phone calls and in-person meetings |
| Integrations | Ask DepoIQ natural-language querying across all depositions, records, and EUOs | Mobile app for capturing in-person meetings |
| Languages & capture | Behavioral analysis of video, audio, and language via a proprietary Large Behavioral Model | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Cross-document analysis connecting testimony patterns across claimants, witnesses, and experts | Client mood and sentiment insights |
DepoIQ
Choose DepoIQ if you need litigation and defense attorneys preparing cross-examination strategy from deposition testimony — strengths include purpose-built for depositions and euos rather than generic meeting notes.
FinMate AI
Choose FinMate AI if you need documenting discovery and annual review meetings for advisory records — strengths include designed around financial advisor meeting types and terminology.
DepoIQ
FinMate AI
It depends on your workflow. DepoIQ is strong for litigation and defense attorneys preparing cross-examination strategy from deposition testimony, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
DepoIQ is custom pricing and FinMate AI 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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