FoCase Rec: FoCase Rec is a magnetic hardware recorder plus companion app that captures phone calls and in-person audio, then transcribes and summarizes the recordings using AI. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FoCase Rec when recording and documenting business or sales phone calls with searchable transcripts and summaries 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.
FoCase Rec is a magnetic hardware recorder plus companion app that captures phone calls and in-person audio, then transcribes and summarizes the recordings using AI.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
FoCase Rec is a hybrid hardware-and-software product for recording, transcribing, and summarizing conversations. The slim magnetic device attaches to the back of an iPhone and uses vibration-conduction technology to capture both sides of a phone call with a single button press, working around iOS call-recording restrictions without Bluetooth pairing for capture. It also doubles as a standalone voice recorder for lectures, meetings, and interviews, with dual-microphone noise reduction. Recordings sync to the FoCase Rec app, where OpenAI Whisper powers voice-to-text transcription across more than 100 languages, and GPT-based AI generates summaries and mind maps that extract key points. The app supports playback, simple editing, password protection, file transfer, and one-tap sharing of audio, transcripts, and summaries. It is aimed at professionals, sales and support staff, students, and anyone who needs documented records of calls and meetings. The recorder is a one-time purchase, and the company advertises free lifetime call recording plus included AI transcription and summarization up to a monthly minute allowance, avoiding recurring subscription fees.
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
FoCase Rec is a free tier with paid upgrades (paid); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FoCase Rec | Mili |
|---|---|---|
| Core capability | Magnetic phone-back recorder that captures both sides of iPhone calls with a single button press | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Doubles as a standalone voice recorder for meetings, lectures, and interviews with dual-mic noise reduction | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | AI transcription via OpenAI Whisper supporting 100+ languages | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | AI summarization and mind-map generation using GPT to extract key points | Custom note and action-item formats for advisory workflows |
| Languages & capture | Companion app for playback, simple editing, file transfer, and one-tap sharing of audio, transcripts, and summaries | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Password protection for stored recordings | Additional agents for scheduling, onboarding, prospecting, and compliance |
FoCase Rec
Choose FoCase Rec if you need recording and documenting business or sales phone calls with searchable transcripts and summaries — strengths include records phone calls on iphone without app-based workarounds or per-call fees, plus works for in-person audio.
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.
FoCase Rec
Mili
It depends on your workflow. FoCase Rec is strong for recording and documenting business or sales phone calls with searchable transcripts and summaries, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
FoCase Rec 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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