Deposely: AI deposition platform for litigators covering prep, real-time insights, and transcript review and summaries. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Deposely when preparing deposition outlines and exhibits before a proceeding matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Run both through a week of actual calls to see which suits your workflow.
AI deposition platform for litigators covering prep, real-time insights, and transcript review and summaries.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Deposely is an AI-powered deposition platform built for law firms and litigation attorneys that supports the deposition workflow from preparation through review. Its Prep module generates deposition outlines with suggested questions and tagged exhibits to speed up case preparation. During a deposition, the Live module provides real-time AI insights, including detection of incomplete answers and contradictions, strategic follow-up question suggestions, and tracking of whether the deposition's goals are being met. After the proceeding, the Review module processes transcripts, audio, or video files to produce AI-generated summaries with citation references, automated chronologies, and synced audio playback paired with a contextual AI chat for exploring the record. Deposely also offers integrations to connect with existing legal workflows and systems. The platform is aimed squarely at the legal niche, where verbatim, speaker-attributed records and accurate citations matter, and it markets significant reductions in preparation time. Because it is purpose-built for depositions and litigation rather than general meetings, it is most relevant to attorneys, paralegals, and litigation support teams who need structured intelligence layered on top of deposition transcripts and recordings. Pricing varies by plan. Check the official website for current pricing.
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
Deposely is a free tier with paid upgrades (freemium); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Deposely | FinMate AI |
|---|---|---|
| Core capability | Deposition prep with AI-generated outlines, suggested questions, and tagged exhibits | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Real-time live insights detecting incomplete answers and contradictions | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Strategic follow-up question suggestions and goal tracking during depositions | Recording and transcription of phone calls and in-person meetings |
| Integrations | Transcript, audio, and video review with AI summaries and citation references | Mobile app for capturing in-person meetings |
| Languages & capture | Automated chronologies from deposition records | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Synced audio playback with contextual AI chat and workflow integrations | Client mood and sentiment insights |
Deposely
Choose Deposely if you need preparing deposition outlines and exhibits before a proceeding — strengths include purpose-built for the full deposition lifecycle from prep to review.
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.
Deposely
FinMate AI
It depends on your workflow. Deposely is strong for preparing deposition outlines and exhibits before a proceeding, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Deposely 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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