Pricing
Client relationships are priceless
Or from $67/month with Zocks
Get started with AI note-taking in 10 minutes
Starter
Free up time to focus on clients with AI note-taking
$80
monthly/users
Core features:
Meeting preparation
AI Note-taking
CRM integration
Smart task delegation
Pre-meeting and follow-up emails
Professional
Best-in-class note-taking
Capture best-in-class notes, keep your team productive and scale your practice with smart automation
$130
monthly/users
Everything in Advanced and more:
Team collaboration and sharing
Fine grained access control for teams
Dedicated Admin Assistant seats
Premium support
Starter
Free up time to focus on clients with AI note-taking
Save 2 months price
$800
yearly/users
Core features:
Meeting preparation
AI Note-taking
CRM integration
Smart task delegation
Pre-meeting and follow-up emails
Professional
Best-in-class note-taking
Capture best-in-class notes, keep your team productive and scale your practice with smart automation
Save 2 months price
$1300
yearly/users
Everything in Starter and more:
Team collaboration and sharing
Fine grained access control for teams
Dedicated Admin Assistant seats
Premium support
Enterprise
Best for firms with custom needs for features, integrations, reporting, or analytics requirements.
Select the right plan for you
Compare the key features across all our plans to find the perfect fit for your needs. From advanced analytics to seamless integrations, explore how each plan delivers value and helps you achieve your goals more effectively.
Starter
$80/mo
$800/yr
Professional
$130/mo
$1300/yr
Volume
Number of meetings
For capturing all relevant information and turning it into structured data from virtual, in-person, and phone meetings.
50/month
100/month
Additional price per meeting beyond
included meetings
included meetings
Meeting processing beyond the number of meetings included in your Zocks plan.
$0.99
$0.99
Number of presets per meeting template
Zocks' fully configurable meeting types help you optimize how you prepare, run, and process meetings, delivering results that match your workflow and communication style.
10
15
Number of forms per meeting type
Form Fill customized and assigned to Meeting Type allows automatic custom data collection data from all meetings of a type.
3
3
Assistant seat
See Admin Assistant features further down this page.
$25/month
$250/year
$250/year
Meeting features
AI note-taking from virtual, in-person and phone meetings
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Multi-Party Speaker Identification and Advanced participant allocation
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Custom Event Filters for meeting auto-join and sync
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Meeting Type-based workflows
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
User Level Intelligence customization
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Customizable Note Output Templates
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Built-in meeting intelligence presets
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Meeting preparation based on meeting history, CRM, contacts
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Form filling
Create Custom Forms
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Forms assignable to Meeting Types
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Forms auto-filled from meetings, CRM, and email
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Export forms to CRM
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
AI Assistant
Meeting Title suggestions
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Meeting Type suggestions
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Ask Anything conversations
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Email hub
Auto-generated follow-up draft emails
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Auto-generated pre-meeting draft emails
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
AI-based Email Type categorization
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreAutomatic draft email reply generation for contacts
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreEmail Type-based email automation
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreEmail Type-based email Templates
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreAnalytics hub
Practice Metrics
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreAdvisor Metrics
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreClient Metrics
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreClient profiles
Automatically building up and updating Profiles from meetings, emails and integrations
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreCustom Client Profiles
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreHistorical intelligence
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreSync to CRM
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreBehavioral trend and pattern insights
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn morePDF export
Platform wide PDF export (for printing)
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Team management features
Single Sign-On (SSO)
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Multi-Factor Authentication (MFA) - account and firm policies
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Share contacts within team
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Share meetings within team
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Team-based commenting
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
SAML (Security Assertion Markup Language)
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Team Management
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
User Roles
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
User Level Intelligence customization
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Account-wide workflows and policies
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Fine grained access control for sharing
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
API access
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreTeam analytics dashboard
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreCustom user roles
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreCustom team analytics dashboard
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreAdmin Assistant Features
Dedicated Admin Assistant Role
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Number of meetings for Admin Assistants
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
5/month
60/year
60/year
Admin Assistant can manage
resources and set up workflows for team
resources and set up workflows for team
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Advanced Filtering for multiple Advisors and Teams
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreAbility to set up defaults for multiple Advisors' work
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
This is exclusively available on our Enterprise plan.
Contact us to learn moreCoaching Module
Sentiment analytics
This is exclusively available on our Enterprise plan.
Contact us to learn moreConversation topic-based sentiment timeline
This is exclusively available on our Enterprise plan.
Contact us to learn moreMeeting topic analytics dashboard
This is exclusively available on our Enterprise plan.
Contact us to learn moreBehavioral patterns and trends
This is exclusively available on our Enterprise plan.
Contact us to learn moreFirm-level Customization
Enterprise dashboard
This is exclusively available on our Enterprise plan.
Contact us to learn moreFirm-level metrics
This is exclusively available on our Enterprise plan.
Contact us to learn moreFirm-level billing Policies
This is exclusively available on our Enterprise plan.
Contact us to learn moreFirm-specific onboarding experience
This is exclusively available on our Enterprise plan.
Contact us to learn moreFirm-level security policies
This is exclusively available on our Enterprise plan.
Contact us to learn moreMeeting solution
Zoom
Microsoft Teams
Google Meet
In-Person meetings
Upload meeting recordings
Phone calls
CRM integration
Two-way contact sync
Two-way field-level CRM updates
Smart task delegation
Initiate workflows
CRM note sync
Custom object mappings
Phone integration
Universal Phone architecture
Data privacy, security, and protection
Meeting processing without recording
Multi-Factor Authentication (MFA) - account and firm policies
Data stored in United States
User- or firm-defined data retention policies
Single Sign-On (SSO) and Security Assertion Markup Language (SAML)
Email-based archiving
Transcript and Meeting Result archiving
Data storage in custom security context
This is exclusively available on our Enterprise plan.
Contact us to learn moreCompliance Engine
Citation and References
Explainer Feature
Client Consent Notices & Tracking
Custom compliance messages
voice and display image
voice and display image
Personally Identifiable Information (PII) Redaction
Transcript and Meeting Result archiving
Support
Standard
Explainer Feature
Plan type
Starter
Volume
Number of meetings
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
50/month
Additional price per meeting beyond
included meetings
included meetings
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
$0.99
Number of presets per meeting template
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
10
Number of forms per meeting type
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
3
Assistant seat
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Meeting features
AI note-taking from
virtual, in-person and phone meetings
virtual, in-person and phone meetings
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Multi-Party Speaker Identification and
Advanced participant allocation
Advanced participant allocation
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Custom Event Filters for
meeting auto-join and sync
meeting auto-join and sync
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Meeting Type-based workflows
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
User Level Intelligence customization
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Customizable Note Output Templates
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Built-in meeting intelligence presets
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Meeting preparation based on meeting history, CRM, contacts
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Form filling
Create Custom Forms
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Forms assignable to Meeting Types
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Forms auto-filled from meetings, CRM, and email
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Export forms to CRM
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
AI Assistant
Meeting Title suggestions
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Meeting Type suggestions
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Ask Anything conversations
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Email hub
Auto-generated Follow-up emails
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Pre-meeting emails
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
AI-based Email Type categorization
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Automatic reply generation for contacts
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Email Type-based email automation
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Email Type-based email Templates
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Analytics hub
Practice Metrics
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Advisor Metrics
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Client Metrics
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Client profiles
Automatically building up and updating Profiles from meetings, emails and integrations
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Custom Client Profiles
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Historical intelligence
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Sync to CRM
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Behavioral trend and pattern insights
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
PDF export
Platform wide PDF export (for printing)
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Team management features
Share meetings within team
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Share contacts within team
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Team-based commenting
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Multi-Factor Authentication (MFA) - account and firm policies
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Single Sign-On (SSO) and SAML
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Team Management
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
User Roles
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
User Level Intelligence customization
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Account-wide workflows and policies
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Fine grained access control for sharing
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
API access
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Team analytics dashboard
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usCustom user roles
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usCustom team analytics dashboard
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usAdmin Assistant Features
Dedicated Admin Assistant Role
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Admin Assistant can manage resources and set up workflows for team
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Advanced Filtering for Multiple Advisors and Teams
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Ability to set up defaults for Multiple Advisors' work
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Coaching Module
Sentiment analytics
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Conversation topic-based sentiment timeline
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Meeting topic analytics dashboard
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Behavioral patterns and trends
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Firm-level Customization
Enterprise dashboard
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usFirm-level metrics
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usFirm-level billing Policies
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usFirm-specific
onboarding experience
onboarding experience
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usFirm-level security policies
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usMeeting solution
Zoom
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Microsoft Teams
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Google Meet
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In-Person meetings
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Upload meeting recordings
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Phone calls
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CRM integration
Two-way contact sync
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Two-way field-level CRM updates
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Smart task delegation
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Initiate workflows
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
CRM note sync
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Custom object mappings
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Phone integration
Universal Phone architecture for capturing meeting notes from personal mobile, a landline, a shared landline, or any VoIP, or UCaaS solution.
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Data privacy, security, and protection
Meeting processing without recording
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Multi-Factor Authentication (MFA) - account and firm policies
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Data stored in United States
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
User- or firm-defined data retention policies
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Single Sign-On (SSO) and Security Assertion Markup Language (SAML)
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Email-based archiving
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Transcript and Meeting Result archiving
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Data storage in custom security context
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Compliance Engine
Citation and References
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Explainer Feature
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Client Consent Notices & Tracking
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Custom compliance messages voice and display image
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Personally Identifiable Information (PII) Redaction
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Transcript and Meeting Result archiving
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
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Support
Standard
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Premium
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Professional
Volume
Number of meetings
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
100/month
Additional price per meeting beyond
included meetings
included meetings
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
$0.99
Number of presets per meeting template
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
15
Number of forms per meeting type
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
3
Assistant seat
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
$25/month
$250/year
$250/year
Meeting features
AI note-taking from
virtual, in-person and phone meetings
virtual, in-person and phone meetings
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Multi-Party Speaker Identification and
Advanced participant allocation
Advanced participant allocation
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Custom Event Filters for
meeting auto-join and sync
meeting auto-join and sync
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Meeting Type-based workflows
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
User Level Intelligence customization
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Customizable Note Output Templates
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Built-in meeting intelligence presets
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Meeting preparation based on meeting history, CRM, contacts
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Form filling
Create Custom Forms
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Forms assignable to Meeting Types
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Forms auto-filled from meetings, CRM, and email
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Export forms to CRM
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
AI Assistant
Meeting Title suggestions
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Meeting Type suggestions
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Ask Anything conversations
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Email hub
Auto-generated Follow-up emails
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Pre-meeting emails
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
AI-based Email Type categorization
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usAutomatic reply generation for contacts
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usEmail Type-based email automation
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usEmail Type-based email Templates
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usAnalytics hub
Practice Metrics
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usAdvisor Metrics
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usClient Metrics
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usClient profiles
Automatically building up and updating Profiles from meetings, emails and integrations
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usCustom Client Profiles
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usHistorical intelligence
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usSync to CRM
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usBehavioral trend and pattern insights
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Enterprise plan only.
Contact usPDF export
Platform wide PDF export (for printing)
Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet.
Team management features
Share meetings within team
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Share contacts within team
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Team-based commenting
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Multi-Factor Authentication (MFA) - account and firm policies
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Single Sign-On (SSO) and SAML
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Team Management
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User Roles
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User Level Intelligence customization
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Account-wide workflows and policies
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Fine grained access control for sharing
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API access
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Enterprise plan only.
Contact usTeam analytics dashboard
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Enterprise plan only.
Contact usCustom user roles
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Enterprise plan only.
Contact usCustom team analytics dashboard
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Enterprise plan only.
Contact usAdmin Assistant Features
Dedicated Admin Assistant Role
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Admin Assistant can manage resources and set up workflows for team
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Advanced Filtering for Multiple Advisors and Teams
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Ability to set up defaults for Multiple Advisors' work
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Enterprise plan only.
Contact usCoaching Module
Sentiment analytics
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Conversation topic-based sentiment timeline
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Meeting topic analytics dashboard
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Behavioral patterns and trends
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Enterprise plan only.
Contact usFirm-level Customization
Enterprise dashboard
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Enterprise plan only.
Contact usFirm-level metrics
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Enterprise plan only.
Contact usFirm-level billing Policies
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Enterprise plan only.
Contact usFirm-specific
onboarding experience
onboarding experience
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Enterprise plan only.
Contact usFirm-level security policies
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Enterprise plan only.
Contact usMeeting solution
Zoom
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Microsoft Teams
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Google Meet
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In-Person meetings
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Upload meeting recordings
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Phone calls
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CRM integration
Two-way contact sync
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Two-way field-level CRM updates
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Smart task delegation
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Initiate workflows
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CRM note sync
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Custom object mappings
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Phone integration
Universal Phone architecture for capturing meeting notes from personal mobile, a landline, a shared landline, or any VoIP, or UCaaS solution.
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Data privacy, security, and protection
Meeting processing without recording
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Multi-Factor Authentication (MFA) - account and firm policies
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Data stored in United States
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User- or firm-defined data retention policies
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Single Sign-On (SSO) and Security Assertion Markup Language (SAML)
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Email-based archiving
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Transcript and Meeting Result archiving
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Data storage in custom security context
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Enterprise plan only.
Contact usCompliance Engine
Citation and References
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Explainer Feature
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Client Consent Notices & Tracking
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Custom compliance messages voice and display image
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Personally Identifiable Information (PII) Redaction
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Transcript and Meeting Result archiving
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Support
Standard
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Premium
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Everything you need to know
Find answers to the most common questions about our services, features, and pricing—all in one place.
How do I set up Zocks? Does it require any technical skills?
Getting started with Zocks is incredibly simple and intuitive, requiring no specific technical skills.
Can I access Zocks on mobile devices?
Yes, Zocks is accessible via our mobile app for both iOS and Android devices.
What integrations does Zocks support?
Zocks’ platform and APIs seamlessly integrate with your full tech stack. Zocks currently supports Zoom, Microsoft Teams, and Google Meet for virtual meeting solutions, advisor-focused CRM solutions Salesforce and several Salesforce Overlays, HubSpot, Redtail, and Wealthbox CRM Solutions, and personal mobile numbers, landlines, office phones with shared call-out numbers, VOIP, and UCaaS solutions like RingCentral and Zoom Phone for calling solutions.
Check out all our integrations - with a lot more to come!
What languages does Zocks support?
Zocks currently supports English. French and Spanish language support are in development and will be available soon.
Can I connect Zocks to compliance archiving services?
Yes, Zocks supports email-based archiving, but this feature is only available for users of specific subscription tiers.
Can I use Zocks during phone calls?
Yes, Zocks can capture notes from any phone call - whether you are using a personal mobile, a landline, a shared landline, or any VoIP, or UCaaS solution.
Can I use Zocks for my in-person meetings?
Yes, Zocks analyzes in-person conversations with precision through both the desktop platform and our mobile app, ensuring no detail is missed. Our mobile app for both iOS and Android has been designed specifically for this use case.
Zocks' proprietary custom AI stack is also uniquely efficient in accurately identifying speakers and assigning note sections to the right contacts and colleagues from both in-person, virtual, and phone meetings, even from a shared audio source.
Is there a limit to the meeting duration?
Zocks does not impose limits on meeting duration. Whether it’s a 20-minute or 2-hour meeting, it counts as one meeting.
How secure is Zocks?
Zocks prioritizes privacy and security, holding a SOC 2 Type 2 Certification. We offer data residency control and have undergone successful audits by market-leading dealers. With built-in safeguards and fine-grained access control for firms of all sizes, you maintain full ownership over your data.
Find out more on our Privacy and Security page.
Do I need a credit card to get started?
Yes, a credit card is required to start a free trial with Zocks.
Get started for free in less than 10 minutes
You’ll have full access to the Zocks platform, with help from our team, to make sure you get the most out of your experience. Book a discussion with our product experts to see how Zocks can be tailored to your practice’s needs.
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