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Cogram processes meeting data with encryption in transit and at rest, and the platform is designed with professional services compliance requirements in mind. Enterprise plan customers can access on-premise deployment options for firms that need to keep data within their own infrastructure. However, firms should review Cogram's specific data processing agreements and security certifications against their own compliance requirements, particularly for matters involving attorney-client privilege or regulated financial data. The platform does not share meeting content across organizations or use it to train models for other customers.
Cogram supports the major video conferencing platforms including Zoom, Microsoft Teams, and Google Meet. It joins meetings as a participant or processes audio through browser-based capture depending on the platform. For in-person or phone-based meetings, some users record audio and upload it for processing, though real-time features like live transcription require an active integration with a supported platform. Check Cogram's current integrations page for the latest supported platforms, as this list expands over time.
Cogram's transcription accuracy for professional services terminology is notably higher than general-purpose tools because its AI models are trained on consulting, legal, and accounting vocabulary. Terms like 'materiality threshold,' 'change order,' or 'due diligence' are recognized in context rather than phonetically guessed. Enterprise customers can further customize the vocabulary model with firm-specific terminology, client names, and project codes. That said, accuracy still depends on audio quality, speaker clarity, and accent—noisy conference rooms with multiple crosstalk speakers will reduce accuracy regardless of the vocabulary model.
Beyond Salesforce and HubSpot CRM integrations, Cogram can push action items and follow-ups to project management platforms. The Business and Enterprise plans include API access for building custom integrations with tools like Asana, Monday.com, Jira, or firm-specific project management systems. The Team plan relies on native integrations and Zapier for connecting to tools outside the core supported list. The goal is to ensure that action items extracted from meetings reach the systems where work actually gets tracked, rather than sitting in a separate meeting notes silo.
When you cancel your subscription, you retain access to your account and existing meeting data through the end of your billing period. Cogram typically provides an export option so you can download your transcripts, summaries, and action item history before your account is deactivated. After the retention period, data is deleted according to Cogram's data retention policy. It's worth exporting any critical meeting records before cancellation, especially for firms that may need to reference client meeting notes for compliance or audit purposes months or years later.
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Last verified March 2026