DoReveal: An AI-powered qualitative research platform that transcribes and analyzes interviews, focus groups, and meeting recordings to surface themes and insights. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist DoReveal when transcribing and analyzing in-depth interviews and focus groups for ux or market research matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
An AI-powered qualitative research platform that transcribes and analyzes interviews, focus groups, and meeting recordings to surface themes and insights.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
DoReveal is a web-based AI platform built for qualitative researchers who need to turn interviews, focus groups, and meeting recordings into structured insights. Users upload audio and video files, paste or import transcripts, or connect Zoom recording links; the platform also offers a bot for live meeting recordings, with live capture via Zoom, Teams, and Google Meet described as coming soon. It transcribes the audio, automatically identifies speakers and distinguishes moderators from participants, and accepts input in over 100 languages with analysis output in around 10 languages. Analysis features include structured research grids, thematic pattern discovery, automated codebook generation, persona and journey-map building, a quote finder with audio/video clip creation, report generation, and an AI chat for interrogating data using frameworks such as Jobs-to-Be-Done and Emotional Laddering. It targets freelance researchers, research agencies, in-house teams, and academics across sectors like pharmaceuticals, technology, and consulting. The company states user data is never used to train models, offers automatic PHI/PII redaction, and encrypts data at rest and in transit.
Best suited for
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
DoReveal is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | DoReveal | Mili |
|---|---|---|
| Core capability | Transcription with automatic speaker identification, distinguishing moderators from participants | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Support for audio/video uploads, pasted or imported transcripts, and Zoom recording links | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | AI chat to interrogate data, compare cohorts, and trace evidence to source quotes | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Automated codebook generation, thematic analysis, and structured research grids | Custom note and action-item formats for advisory workflows |
| Languages & capture | Quote finder with audio/video clip creation and automated report generation | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Input support for 100+ languages with analysis output in multiple languages | Additional agents for scheduling, onboarding, prospecting, and compliance |
DoReveal
Choose DoReveal if you need transcribing and analyzing in-depth interviews and focus groups for ux or market research — strengths include purpose-built for qualitative research workflows such as interviews and focus groups, beyond simple meeting notes.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
DoReveal
Mili
It depends on your workflow. DoReveal is strong for transcribing and analyzing in-depth interviews and focus groups for ux or market research, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
DoReveal is a free tier with paid upgrades and Mili is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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