Skip to content

AI notes and documentation by industry

This page collects the notes and documentation items from each industry checklist, with each item's published price and last-verified date. Tiers and prices are as shown on each industry page.

Updated

Recording calls or patient visits can carry consent, confidentiality and HIPAA obligations; check the rules that apply to you before using these tools.

Personal injury law

  • Everyone's doing this

    Meeting recording and AI notes: Otter.ai

    Price
    Basic free (300 monthly transcription minutes); Pro $16.99 per user per month billed monthly or $8.33 per user per month billed annually; Business $30 per user per month billed monthly or $19.99 per user per month billed annually. The page also shows limited-time discounts for first-time subscribers.
    Last verified

    View item 1.5 in the industry checklist

  • Early adopters

    Medical chronologies and deposition summaries: CaseMark

    Price
    Pro $100 per user per month billed monthly, including $100 of monthly AI usage; usage beyond the allowance is optional and prepaid at a 30 percent premium. A business associate agreement (BAA) is available starting at $200 per user per month. Self-service trial: 14 days with $20 usage credit.
    Last verified

    View item 2.6 in the industry checklist

Full AI checklist for personal injury law

HVAC

Full AI checklist for HVAC

Roofing

  • Early adopters

    Job photo documentation with AI features: CompanyCam

    Price
    Core $63, Crew $119, Scale $249 per month billed annually ($79, $149 and $299 billed monthly). Core includes 1 user (2-user limit); Crew and Scale include 3 users; additional users $29 each billed annually ($34 monthly). AI credits by plan: 10 / 100 / unlimited; the FAQ says AI features are included in Crew, Scale and Enterprise. Marketing Suite add-on $79 per month billed annually ($99 billed monthly).
    Last verified

    View item 2.5 in the industry checklist

Full AI checklist for roofing

Dental

Full AI checklist for dental

Med spa

Full AI checklist for med spa

Plumbing

Full AI checklist for plumbing

Content on this site is informational only and is not legal, medical, financial or professional advice. Tool names, prices and claims come from the sources linked next to each item and may change; verify with the vendor. Vendor-reported results are not independently verified. Mentions are not endorsements.