Adviser-ready structure
Purpose, client context, advice topics, decisions, risks, actions, and next meeting items.
Sombra Notes
Turn a client meeting into an adviser-ready file note.
Paste a transcript or upload the recording. Sombra drafts the note, flags what is missing, and learns how your firm writes.
No credit card required. Choose a plan only after you have created your three free notes.
From one meeting, Sombra gives you:
- Note Adviser-ready draft
- Gaps Missing info before approval
- Tasks Follow-ups tied to the client
Try three notes first. Pay only when you need note four.
Transcript Before
Client wants to retire around 62, maybe earlier if portfolio income holds...
Discussed concessional contributions and insurance premium pressure.
Need to check risk profile wording and confirm next review date.
File note Ready for review
Review Meeting File Note
Client objectives
Retirement timing, income confidence, contribution strategy, and insurance affordability.
Advice topics
Super contributions, retirement modelling, risk profile follow-up, and policy review.
Gap
Confirm retirement age and consent wording before export.
The Aha Moment
The value is not the summary. It is the review-ready package.
After a meeting, Sombra gives the adviser the note, the gaps, and the next actions in one place. That is the moment the backlog starts to feel solvable.
What needs a second look
Missing details and unclear decisions are surfaced before the note is marked complete.
Follow-up without the drift
Tasks, owners, due dates, and client follow-ups stay connected to the meeting.
How It Works
A simple path from meeting to approved note.
Paste or upload
Use a transcript, recording, or rough notes from the client meeting.
Review the draft
Sombra turns the meeting into a structured file note and highlights gaps.
Approve and improve
Edit the note once. Sombra learns the wording your firm prefers next time.
Why Sombra
Not generic meeting notes with a finance label.
Sombra starts with advice documentation, then expands into client context, tasks, templates, and firm memory.
Capability Generic AI notes Sombra Notes
Advice file-note structure Generic summary Built in
Missing-info checklist Usually manual Included
Learns adviser wording One-off output Improves with edits
Client context and tasks Separate tools Connected workflow
Questions advisers ask
The practical bits before you choose a plan.
How is this different from the AI note tool we already use?
Most tools transcribe and summarise. Sombra generates structured file notes in your firm's templates, learns your wording from every edit, and flags what is missing before the note is marked complete. It is not a better transcription tool. It is a review-ready file note.
Is my client conversation data safe?
Sombra does not train AI models on your conversations. Your notes, edits and adviser-specific writing preferences are used only to personalise your future drafts, never as a shared training dataset. When a verified account deletion request is completed, your personalisation data and writing preferences are deleted too.
Do I need a credit card to try Sombra Notes?
No. Every new Sombra Notes account includes three free file notes. After those notes have been created, you can continue accessing your existing notes and PDFs, but you will need to choose a paid plan to create another.
Core application hosted in Australia Database storage in Australia Claude processing in Australia Deepgram no-storage transcription
BUILT BY
We didn't build Sombra from the outside.
We spent years working alongside advisers, paraplanners, and principals. Not selling software. Doing the work.
We watched the same problems pile up: file notes eating evenings, paraplanners overloaded, principals carrying personal compliance liability, regulatory updates missed.
Sombra Notes is what we wished we had then.
Two cofounders. Australian-built, with core application infrastructure hosted in Australia. Beyond the file note
The meeting ends. The client work keeps moving.
Sombra carries the useful context from each reviewed File Note into the places advisers plan, prioritise and follow through.
- Review the note and confirm what matters.
- Keep the client record and source evidence together.
- See the next piece of work without rebuilding the context.
Start with File Notes. Adopt the wider workflow progressively.
Sombra client workflow One source of context
File Note
Annual review Goals, decisions and actions are ready for adviser review.
Quick Review complete
Client Directory
Katelyn Smith Recent advice context and the source File Note stay within reach.
Follow Through
Confirm insurance costs Owner, timing and client context make the next move clear.
Start hereStart task →
Book of Business
Work worth attention Client needs become visible across the practice, with evidence attached.
Pricing
See the result before you choose a plan.
Every new Sombra Notes account starts with 3 free file notes. No credit card is required. Choose a plan when you are ready to create note four.
Save approximately 17% with annual billing. Prices shown in AUD.
For trying it on real meetings
Starter
20 file notes/month
A$49/month
Billed monthly.
- Recordings or transcripts
- Structured file-note drafts
- Gap checklist
- Editable review flow
Best value
Pro
Most solo advisers should land here
A$89/month
Billed monthly.
- Unlimited file notes
- Templates and sections
- Gap checklist on every note
- Style learning from edits
For small practices
Team
First 3 users included
A$179/month
Billed monthly.
- Unlimited file notes
- Shared templates
- Admin-friendly workflow
- Team review handoff
Start with 3 free file notes. No card required. Choose a paid plan to create more. Cancel anytime.
Give advisers their Friday afternoon back.
Start with three free notes and see the complete adviser-ready result before choosing a plan.