Depose AI: An AI-powered platform that records legal depositions and produces fast, timestamped transcripts with certification available on request. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Depose AI when capturing and transcribing remote, hybrid, or in-person legal depositions matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Try them side by side on real calls before deciding — needs vary by team.
An AI-powered platform that records legal depositions and produces fast, timestamped transcripts with certification available on request.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Depose AI is a legal technology platform that captures and transcribes depositions for remote, hybrid, and in-person legal testimony. Built by people with legal-industry experience, it records the deposition session and uses AI to generate a preliminary, highly accurate transcript with timestamps synchronized to the video moments after the session ends, rather than the weeks-long turnaround typical of traditional court reporting. The platform refines initial AI drafts toward greater accuracy and offers certified transcripts on request. During a live session, legal teams can place markers and annotations to flag critical segments of testimony in real time, and a Session Host is available to assist. After the session, users can generate downloadable HD video clips by selecting passages from the transcript, and upload recordings, transcripts, documents, clips, and assets to a secure repository where they can comment, manage exhibits, and share materials in-session. It targets attorneys, litigation teams, and legal professionals who need rapid, lower-cost deposition transcription as an alternative to conventional court reporting agencies.
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
Depose AI is a free tier with paid upgrades (paid); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Depose AI | FinMate AI |
|---|---|---|
| Core capability | AI-generated deposition transcripts produced shortly after a session, with timestamps synced to the video | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Certified transcripts available on request, refined from the initial AI draft | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Real-time markers and annotations to flag key testimony during a live deposition | Recording and transcription of phone calls and in-person meetings |
| Integrations | HD video clip generation by selecting segments directly from the transcript | Mobile app for capturing in-person meetings |
| Languages & capture | Secure repository to upload, manage, comment on, and share recordings, transcripts, exhibits, and documents | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Live Session Host support during deposition sessions | Client mood and sentiment insights |
Depose AI
Choose Depose AI if you need capturing and transcribing remote, hybrid, or in-person legal depositions — strengths include much faster transcript turnaround than traditional court reporting, available the same day.
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.
Depose AI
FinMate AI
It depends on your workflow. Depose AI is strong for capturing and transcribing remote, hybrid, or in-person legal depositions, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Depose AI is a free tier with paid upgrades and FinMate AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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