Whisperit: Whisperit is a Swiss-hosted, AI-powered workspace for legal professionals that turns voice dictation into formatted legal documents and supports case analysis and research. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. 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 Whisperit when lawyers dictating and drafting formatted legal documents by voice matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Try them side by side on real calls before deciding — needs vary by team.
Whisperit is a Swiss-hosted, AI-powered workspace for legal professionals that turns voice dictation into formatted legal documents and supports case analysis and research.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Whisperit is an AI-powered workspace built for lawyers, law firms, solo practitioners, and notaries. Its core is voice-first dictation: users speak naturally and Whisperit transcribes their words in real time, with speaker labels and legal-specific vocabulary, then turns the result into a structured, formatted legal document ready to review and edit. Beyond dictation, the platform analyzes uploaded case files, PDFs, and emails to extract parties, dates, and key facts, and offers legal research that returns cited answers from a user's documents and external legal databases. Drafting templates and style profiles apply firm-specific citation, numbering, and tone rules. It supports dictation and correspondence in German, French, Italian, Dutch, and English. Whisperit emphasizes security and compliance: data is hosted on Swiss servers, encrypted, and compliant with GDPR and Swiss data protection law, with team collaboration features including real-time editing and version tracking. Integrations include Microsoft Word, Outlook, Google Drive, OneDrive, SharePoint, Gmail, DocuSign, IncaMail, and PDF tools. It primarily serves European legal teams.
Best suited for
Zeplyn is an AI workflow platform built for financial advisors and wealth managers, with its meeting assistant as the flagship product. It is designed to handle the full client meeting lifecycle, including preparation, note-taking, follow-ups, task management, and updating systems of record. Zeplyn transforms unstructured client conversations into accurate, structured notes that capture financial details, goals, and action items, and it works across virtual meetings, in-person meetings, and dictations. The company positions it as a recording-free approach that extracts structured information rather than retaining full audio of the conversation. After meetings, Zeplyn can automatically generate tasks, updates, and personalized follow-up emails or recaps, and it syncs notes and tasks to CRMs such as Salesforce, Redtail, HubSpot, and Wealthbox with one-click automation. It also connects with calendar and conferencing tools like Gmail, Outlook, Zoom, Teams, and Google Calendar. Built by former Google engineers and backed by seed funding, Zeplyn targets advisors who want to spend less time on documentation and ensure that client data discussed in meetings is consistently logged. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Whisperit is custom pricing (contact sales); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Whisperit | Zeplyn |
|---|---|---|
| Core capability | Real-time voice dictation transcribed into formatted legal documents | Recording-free structured note capture from client meetings |
| Standout feature | Speaker labels and legal-specific vocabulary recognition | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Document analysis extracting parties, dates, and key facts from case files, PDFs, and emails | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Legal research returning cited answers from documents and external databases | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Drafting templates and style profiles enforcing firm-specific citation, numbering, and tone | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Multilingual support across German, French, Italian, Dutch, and English | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Whisperit
Choose Whisperit if you need lawyers dictating and drafting formatted legal documents by voice — strengths include purpose-built for legal workflows with practice-area templates and legal vocabulary.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Whisperit
Zeplyn
It depends on your workflow. Whisperit is strong for lawyers dictating and drafting formatted legal documents by voice, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Whisperit is custom pricing and Zeplyn 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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