Depose AI: An AI-powered platform that records legal depositions and produces fast, timestamped transcripts with certification available on request. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Depose AI when capturing and transcribing remote, hybrid, or in-person legal depositions 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.
An AI-powered platform that records legal depositions and produces fast, timestamped transcripts with certification available on request.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
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
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
Depose AI is a free tier with paid upgrades (paid); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Depose AI | Zocks |
|---|---|---|
| Core capability | AI-generated deposition transcripts produced shortly after a session, with timestamps synced to the video | AI note-taking with speaker attribution for client meetings |
| Standout feature | Certified transcripts available on request, refined from the initial AI draft | Live meeting analysis during calls |
| Team usage | Real-time markers and annotations to flag key testimony during a live deposition | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | HD video clip generation by selecting segments directly from the transcript | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Secure repository to upload, manage, comment on, and share recordings, transcripts, exhibits, and documents | AI-drafted follow-up and client response emails |
| Best-fit workflow | Live Session Host support during deposition sessions | Pre-meeting preparation with agendas and client profiles |
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.
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.
Depose AI
Zocks
It depends on your workflow. Depose AI is strong for capturing and transcribing remote, hybrid, or in-person legal depositions, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Depose AI 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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