Sombra - 2026 Pricing, Features, Reviews & Alternatives

Sombra Notes is an artificial intelligence powered documentation platform designed to transform client meeting recordings and transcripts into structured compliance ready file notes for Australian financial advisers. The platform addresses administrative burden by automating the creation of detailed meeting documentation while adhering to professional standards required in the Australian financial services industry. It serves solo advisers, paraplanners and small advisory teams that maintain comprehensive client records within time intensive documentation workflows.

The platform accepts input as meeting transcripts or audio recordings and generates file notes that follow standard advisory documentation templates. Generated notes include sections for meeting purpose, client context, advice topics discussed, decisions made, risk considerations, action items and next meeting agenda points. An automated gap checking mechanism identifies missing information, unclear decisions and incomplete details that require attention before finalisation. An iterative learning feature adapts outputs to adviser writing styles and firm specific terminology as generated notes are reviewed and refined.

Integrated task management enables the creation of follow up actions with assigned owners, due dates and client context that remain connected to the originating meeting. Template customisation options allow firms to configure documentation formats according to internal processes. Role based access controls and review handoff workflows support collaboration between advisers and support staff in team based environments.

Sombra Notes utilises Claude AI for natural language processing and Deepgram for audio transcription services under a no storage policy to protect client conversation data. Client conversations and meeting content are not used for shared AI model training and can be permanently deleted upon verified account requests. Client directory functionality preserves advice context and links source file notes to client records to reduce the need to rebuild context when reviewing client histories. The platform extends beyond file note generation to include client workflow management features that maintain continuity across planning, prioritisation and follow through processes.