DepoIQ: DepoIQ is an AI platform that transcribes and analyzes legal depositions and Examinations Under Oath, turning testimony into structured, searchable claims intelligence. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist DepoIQ when litigation and defense attorneys preparing cross-examination strategy from deposition testimony 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.
DepoIQ is an AI platform that transcribes and analyzes legal depositions and Examinations Under Oath, turning testimony into structured, searchable claims intelligence.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
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
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
DepoIQ is custom pricing (contact sales); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | DepoIQ | Zocks |
|---|---|---|
| Core capability | Transcription of depositions and EUOs from uploaded video or live remote sessions over Zoom | AI note-taking with speaker attribution for client meetings |
| Standout feature | Structured summaries with page-line references extracting key testimony | Live meeting analysis during calls |
| Team usage | Automatic detection of contradictions, admissions, and impeachment opportunities across documents | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Ask DepoIQ natural-language querying across all depositions, records, and EUOs | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Behavioral analysis of video, audio, and language via a proprietary Large Behavioral Model | AI-drafted follow-up and client response emails |
| Best-fit workflow | Cross-document analysis connecting testimony patterns across claimants, witnesses, and experts | Pre-meeting preparation with agendas and client profiles |
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.
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.
DepoIQ
Zocks
It depends on your workflow. DepoIQ is strong for litigation and defense attorneys preparing cross-examination strategy from deposition testimony, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
DepoIQ is custom pricing 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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