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General-purpose assistants

Zoom AI Companion

Meeting summaries, note-taking, and AI documents inside Zoom.

Status
Active
Data statements
Partial
Last checked
September 21, 2026
Price path
Public price
Firm size
Not stated

Last observed 42 days ago. Records are treated as awaiting re-check after ninety days.

Only some data-handling statements were found. The checked sources did not contain all three of a confidentiality, training, and data-location statement. That is a gap in what the vendor publishes, not a finding about the product. Ask the vendor directly, or weigh it however your firm sees fit.

Not legal-specific. This is a general-purpose product, not a legal workflow product.

Editorial assessment

Meeting AI bundled into a platform many firms already pay for.

This section is the CounselAtlas editorial desk’s own reading of the dated facts below. It is not a vendor statement, not a rating, and not a recommendation. Every product fact it rests on is recorded with a source in the record.

What it is

AI features inside Zoom covering meeting summaries, in-meeting questions, note-taking, and document creation, with published tiered pricing including a free tier.

What it is not

It is not a legal product and not a case management system. It works inside Zoom meetings and documents.

Who it tends to fit

  • Firms that already run meetings on Zoom and want summaries included
  • Teams that want AI features without adding a vendor
  • Buyers who want a free tier to test before committing

Who it tends not to fit

  • Firms that do not use Zoom for client meetings
  • Firms that need legal-specific workflow
  • Firms that need a published data-handling statement before shortlisting

What to ask before you buy

  1. What consent is required before recording a client meeting in my jurisdiction?
  2. What does the free tier include compared with the paid tiers?
  3. Where are meeting summaries stored, and who can access them?
  4. Are meeting contents used for model training?

Limits in the record

  • The product is not legal-specific, so the record flags it accordingly.
  • The checked pages do not publish a confidentiality, training, or data-location statement.
  • The free tier has usage limits that a firm should check against its meeting volume.

How it sits in General-purpose assistants

This competes with Otter and Fireflies on meeting capture, but from inside a platform many firms already pay for. That bundling is its main advantage.

Reading the vendor’s wording

The checked pages describe the AI features and tier limits but do not publish a confidentiality, training, or data-location statement. As with any meeting transcription tool, a firm should settle the consent question and ask where summaries are stored before adopting it.

How to evaluate it in a trial

  1. Settle the consent question for your jurisdiction before recording client meetings.
  2. Check what the free tier includes against your actual meeting volume.
  3. Ask where summaries are stored and who can access them.
  4. Ask directly whether meeting contents are used for model training.

What adopting it costs

The switching cost is low if the firm already uses Zoom, because the features are bundled. The transcript archive would not transfer to another tool.

Closest alternative

Otter.ai — The closest alternative. Both transcribe and summarise meetings; Zoom is bundled with a platform many firms already run while Otter is standalone.

The record

Everything below is a dated observation from the vendor’s own published material. Each line links to the page it came from so you can confirm it yourself.

What we verified

Vendor
Zoom. Observed September 21, 2026 · Vendor page ↗
Price path
Public price: Vendor publishes a pricing page. Observed September 21, 2026 · Source ↗
What it does
General practice. Zoom presents AI features covering meeting summaries, in-meeting questions, note-taking, and document creation inside the Zoom platform. Observed September 21, 2026 · Source ↗
Firm-size scope
Not stated. Observed September 21, 2026 · Checked page ↗
Connections
Not stated. Observed September 21, 2026 · Checked page ↗
Data location
AI features include meeting summaries, in meeting questions, AI note-taking, and AI queries.. Observed September 21, 2026 · Source ↗
Open the vendor page ↗