Linked to the source conversation
The connected adviser workflow
One client conversation. A clear path to what happens next.
Sombra turns reviewed File Notes into connected client context, practice priorities and follow-through. The source stays within reach, so advisers can see why the work matters.
✓ Adviser reviewed ✓ Client context connected ✓ Source evidence within reach
Katelyn SmithAnnual review workflow
In review FILE NOTE Annual review, 18 August
Review Retirement timing, super strategy and insurance affordability discussed.
Visible in the wider client view
Core applicationHosted in Australia
DatabaseStored in Australia
Claude processingConfigured in Australia
TranscriptionDeepgram no-storage
The gap after the meeting
Most tools stop when the summary is written.
Advisers are then left to rebuild the same context across client records, task lists, spreadsheets and their own memory.
The note becomes an endpoint
The meeting is documented, but the client needs and next steps are still scattered across separate tools.
Priority loses its evidence
A task appears on a list without the conversation that explains why it matters or what was agreed.
The next meeting starts cold
Useful history exists, but an adviser still has to hunt through files before they can understand the client again.
One connected path
From the meeting to the work that follows.
Each stage has one clear job. The adviser stays in control as useful context moves forward.
- 01
Capture the meeting
File Notes
A recording, transcript or rough note becomes a structured draft with decisions, advice topics and next actions.
Draft ready for review - 02
Confirm the record
Quick Review
The adviser checks the draft, works through missing information and controls what is published to the client record.
Adviser review required - 03
Keep the context
Client Directory
Published work contributes to a useful client record, so the next conversation does not begin from a blank page.
History and source together - 04
See what needs attention
Book of Business
Client needs, service context and practice-level views help advisers decide where their attention is most valuable.
Priorities remain explainable - 05
Complete the work
Follow Through
Actions created from File Notes keep their client and source context attached, with a clear owner, timing and next move.
Source-linked next action
Designed for advice work
Continuity without taking judgement away from the adviser.
Sombra does the connective work that software is good at. Advisers keep the decisions that require professional context and responsibility.
Regulatory change sits beside the client workflow, not in front of it. Regulatory Watch remains available for teams ready to look at external change.
Continuity
Client context can move from documentation into prioritisation and action without being re-entered from scratch.
Evidence
File Note actions retain a path back to the conversation that created them, helping the next person understand the work.
Adviser control
Drafts are reviewed, publication is deliberate and work is started by a person. Sombra supports judgement rather than replacing it.
One client, one thread
See the whole handoff in a single client story.
The annual review is captured
Sombra drafts a structured note from the meeting and flags details that need an adviser to confirm.
The record becomes dependable
The adviser works through Quick Review, edits the language and controls what is published.
The client need becomes visible
Relevant client context informs the Book of Business view instead of disappearing inside a document.
The next action keeps its reason
The follow-through task shows the owner, timing, client and source File Note before anyone starts the work.
Practical questions
Clear boundaries make a better working system.
Does Sombra replace our CRM?
No. Sombra is the working layer around client conversations, advice context and the work that follows. Your CRM can remain the system of record while Sombra helps advisers turn information into action.
Does Sombra give advice or make decisions for the adviser?
No. Sombra organises information, drafts documentation and makes relevant work easier to see. The adviser reviews the output, controls publication and decides what happens next.
Does everything move through the platform automatically?
Sombra preserves connections where the workflow supports them, including File Note actions linked to their source. Advisers still confirm the record, create or start work, and remain in control of the client outcome.
How is client conversation data handled?
Core Sombra application hosting, database storage and Claude processing are configured in Australia. Transcription is processed by Deepgram under a no-storage configuration. Sombra does not use client conversations to train shared AI models.
Where should a practice start?
Start with File Notes. Create three notes free, learn the review flow on real meetings, then adopt the connected client and follow-through workflow progressively.
The connected workflow begins with one useful File Note.
Create three on real meetings. Review the output, see what Sombra preserves, and decide where the wider workflow fits your practice.
Create 3 free file notes