Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. 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 Yung Sidekick when automatically drafting therapy progress notes from recorded or dictated sessions matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Yung Sidekick is an AI documentation assistant built specifically for mental health professionals such as psychotherapists, psychologists, counselors, and group practices. It captures sessions in three ways: recording online sessions with its built-in tool, uploading existing audio files, or using a "Dictate Recap" feature where the clinician describes the session verbally afterward. From this audio, the platform generates progress notes in multiple clinical formats including SOAP, DAP, BIRP, and GIRP, along with treatment plans and detailed therapist and client reports, plus session transcripts and analytics. The service runs as a web application (app.yung-sidekick.com), and generated reports can be copied or integrated into a clinician's existing clinical software and workflow. It emphasizes privacy and regulatory compliance, stating it is HIPAA, PHIPA, PIPEDA, and GDPR compliant, with a Business Associate Agreement available, end-to-end encryption, and automatic audio deletion after processing. It is aimed at clinicians who want to reduce time spent on administrative documentation while maintaining clinical focus.
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
Yung Sidekick 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 | Yung Sidekick | Zocks |
|---|---|---|
| Core capability | Records online sessions, accepts audio uploads, or generates notes from a spoken Dictate Recap | AI note-taking with speaker attribution for client meetings |
| Standout feature | Generates progress notes in multiple clinical formats (SOAP, DAP, BIRP, GIRP, and more) | Live meeting analysis during calls |
| Team usage | Produces treatment plans and detailed therapist and client reports | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Provides session transcripts and progress analytics | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Notes and reports can be copied or integrated into existing clinical software | AI-drafted follow-up and client response emails |
| Best-fit workflow | HIPAA, PHIPA, PIPEDA, and GDPR compliance with end-to-end encryption and automatic audio deletion | Pre-meeting preparation with agendas and client profiles |
Yung Sidekick
Choose Yung Sidekick if you need automatically drafting therapy progress notes from recorded or dictated sessions — strengths include purpose-built for therapy documentation with multiple recognized clinical note formats.
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.
Yung Sidekick
Zocks
It depends on your workflow. Yung Sidekick is strong for automatically drafting therapy progress notes from recorded or dictated sessions, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Yung Sidekick 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving Yung Sidekick and Zocks.
Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. ZMEETING: AI meeting-minutes service by Hmcomm that automatically transcribes Zoom and Microsoft Teams meetings, identifies speakers, and supports multilingual transcription. This comparison weighs them on pricing, features, and everyday workflow fit.
Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. Zeck: Modern board meeting platform that replaces static decks with interactive updates, AI-generated minutes, smart agendas, pre-voting, and digital voting. This comparison weighs them on pricing, features, and everyday workflow fit.
Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. Zeemo: Zeemo is an AI auto-captioning and transcription tool that converts videos, podcasts, interviews, and voice recordings into text and time-synced subtitles, with translation into many languages. Below, they line up on price, capture method, and how each fits a real meeting stack.
Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. Zell: Berlin-based sales performance intelligence platform that analyzes real sales calls, surfaces skill gaps, and delivers AI coaching and roleplays, using GDPR-compliant on-device transcription. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. Zenarate: Zenarate's Performance Analyzer is an AI tool that transcribes, redacts, and scores live contact-center agent calls for quality assurance and coaching. The right pick comes down to team size, budget, and the workflows you want to automate.
Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. The right pick comes down to team size, budget, and the workflows you want to automate.
Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. Zoho Meeting AI Transcription: Zoho Meeting's AI transcription turns online meetings and webinars into transcripts and auto-generated keynotes within the Zoho conferencing platform. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. aTrain: Open-source offline transcription tool from the University of Graz that turns recorded meetings and interviews into text using Whisper and speaker detection. This comparison weighs them on pricing, features, and everyday workflow fit.
Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. aiOla: Voice AI platform for field teams that captures spoken post-meeting debriefs and pushes data into CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. daisee: Daisee is an AI voice analytics and contact centre quality assurance platform that transcribes and automatically scores 100% of customer calls and chats. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. f4 (audiotranskription): f4 is German transcription and qualitative-analysis software combining AI-based automatic transcription on German servers with manual correction tools and coding for research projects. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
123 Notetaker AI: Microsoft Teams marketplace app from BlueSky Apps that shows live transcription in the Teams sidebar and emails AI meeting notes afterward. Yung Sidekick: An AI assistant that turns therapy session recordings or spoken recaps into structured clinical progress notes for mental health professionals. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.