Deposely: AI deposition platform for litigators covering prep, real-time insights, and transcript review and summaries. 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 Deposely when preparing deposition outlines and exhibits before a proceeding 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.
AI deposition platform for litigators covering prep, real-time insights, and transcript review and summaries.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
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
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
Deposely is a free tier with paid upgrades (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Deposely | Zocks |
|---|---|---|
| Core capability | Deposition prep with AI-generated outlines, suggested questions, and tagged exhibits | AI note-taking with speaker attribution for client meetings |
| Standout feature | Real-time live insights detecting incomplete answers and contradictions | Live meeting analysis during calls |
| Team usage | Strategic follow-up question suggestions and goal tracking during depositions | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Transcript, audio, and video review with AI summaries and citation references | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Automated chronologies from deposition records | AI-drafted follow-up and client response emails |
| Best-fit workflow | Synced audio playback with contextual AI chat and workflow integrations | Pre-meeting preparation with agendas and client profiles |
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.
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.
Deposely
Zocks
It depends on your workflow. Deposely is strong for preparing deposition outlines and exhibits before a proceeding, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Deposely 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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