Assess your whole client workflow
Top of funnel through sales, onboarding, advice, ongoing reviews, retention and expansion. We map how clients actually move through your firm today, across every team that touches them.
Implementation and workflow optimisation
We fit Sombra into your firm, and optimise the machine around it.
Most AI tools hand you a login and a ten-minute setup, then leave the rest to you. Sombra is different, and it goes wider than onboarding. We look at your firm's entire client workflow, from top of funnel through sales, onboarding, advice, ongoing reviews, retention and expansion, and help you optimise the whole of it.
You already use AI tools and have your own way of working. We start from that rather than trying to change it. Sombra fits into the space it serves best, the file note and the client work after it, and we refine the rest around it. The software is one part; making the whole machine run is the work.
Three free file notes. No credit card. Start with real meetings, then decide where the wider fit matters.
The whole client machine
Enquiry→Advice→Review→Growth
Sombra's place File Note
Then the client record, attention queue and follow-through that keep the work moving.
Work with the tools you already run · Refine rather than replace
Why this matters
A tool is only one part of the client journey.
A tool you configure alone in a lunch break is only ever as good as the time you have to configure it, and it sits inside a much bigger client machine that no single app owns.
The firms that get the most value are the ones where the whole journey works: how leads become clients, how meetings become advice, how the note carries into the client record and the follow-up, and how reviews turn into retention and growth.
That is design work across teams, tools and systems. We do it with you rather than leaving it on your plate, and we do it without asking you to rip out what already works.
What we do with you
Make the workflow work, not just the software.
Take stock of what you already run
Your CRM, calendar and email, document tools, and the AI tools you already use. We assess and refine rather than change behaviour or replace what works.
Find where Sombra fits, and where it does not
Sombra slots into the file note and the connected client workflow after it. We are clear about the parts other tools in your stack should keep owning.
Optimise the machine around it
We tighten the handoffs between teams and systems so the whole journey runs, not just the note. Where a fix is beyond Sombra, we still help you make it.
Refine as you run
We stay close through the first stretch and adjust as real meetings and real clients go through, so the fit improves instead of drifting.
How it works
Every firm runs differently, so we scope this with you.
We start from where your workflow and your tools actually are, and design the fit and the improvements around them. Tell us how your firm runs and we will shape it from there.
ListenUnderstand the way work moves today.
FitPlace Sombra where it serves the firm best.
RefineAdjust the machine as real work passes through it.
The rest of the picture
Built to land inside a regulated working week.
Sombra is Australian-hosted: the application, database and transcription run in Australia, transcription retains nothing, and we never train AI models on your client conversations. For firms that require in-country AI processing, Australian Claude processing via Amazon Bedrock in Sydney is available on request.
Sombra is adviser-controlled throughout. You review the output, decide what gets published, and keep the judgement with the person who carries the liability.
AustraliaApplication, database and transcription
ControlAdviser review before publication
PrivacyNo model training on client conversations
Start free, then we fit it to you.
Run Sombra on three real meetings at no cost and no card. When you are ready to make it part of how the firm runs, we will assess your workflow and design the fit with you.