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.

Create 3 free file notes See the result

No credit card required. Choose a plan only after you have created your three free notes.

3 free file notes No card required Paid plans from US$29

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.

Up to 3 hours back per review call Editing down 18% across early pilot firms You approve every output

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.

File note

Adviser-ready structure

Purpose, client context, advice topics, decisions, risks, actions, and next meeting items.

Gap check

What needs a second look

Missing details and unclear decisions are surfaced before the note is marked complete.

Next steps

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?

Per-adviser learning is isolated by design. All training examples are anonymised: no client names, no amounts, no dates stored. No cross-adviser, no cross-firm training. Australian data residency. You approve every output.

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.

AES-256-GCM encryption Australian data residency Per-adviser isolation by architecture Zero residual data on exit, full export

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. Australian-hosted.

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. Prices are in USD.

For trying it on real meetings