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What is Sombra?

Sombra takes a client meeting and converts it into a detailed file note that is ready for advisers, subsequently guiding ongoing work and establishing a dynamic client record that emphasizes areas needing attention while ensuring follow-up actions are appropriately contextualized. Designed specifically for Australian financial advisory firms and in accordance with AFSL regulations, it serves to enhance the capabilities of teams rather than detract from them. Sombra provides insightful suggestions, organizes relevant information, and prioritizes tasks, enabling advisers to review and approve decisions with greater confidence. Furthermore, a growing selection of specialized AI teams works in tandem, offering real-time tools such as Regulatory Watch. Hosted in Australia, your data is never used for training AI models, guaranteeing privacy and security. You can start with three free file notes without requiring any payment information. This cutting-edge solution not only simplifies client management but also strengthens the relationships between advisers and their clients, ultimately fostering a more collaborative and effective advisory environment. By leveraging technology in this manner, firms can efficiently address client needs while maintaining high standards of service.

What is Cobasoft Note (CsNote)?

Cobasoft Note (CsNote) is a simplified and intuitive text editor that is perfect for various tasks such as troubleshooting, brainstorming, planning, and error analysis while working with structured documents. It effectively works alongside Dragon NaturallySpeaking and offers support for speech recognition, macros, and various text input functionalities. All documents are stored locally in RTF format, which guarantees user privacy without dependence on cloud storage solutions. Aimed at professionals such as knowledge workers, developers, project managers, and authors who utilize speech recognition, it creates a quick and focused editing atmosphere. Although it bears some resemblance to Microsoft® WordPad® (Write) and Nuance® DragonPad®, it intentionally lacks intricate formatting capabilities, choosing to utilize predefined formats and keyboard shortcuts that enhance productivity. CsNote is categorized not as a word processor or an issue tracker but rather as a tool designed to elevate personal productivity by streamlining the writing process. Moreover, users have the option to request specific Dragon macros to tailor their experience even further. This distinctive blend of functionalities makes CsNote a significant resource for individuals aiming to enhance their writing efficiency while minimizing distractions. Its user-centric design ensures that all features work harmoniously to support a seamless workflow.

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Integrations Supported

Integrations Supported

Dragon Law Enforcement
Dragon Legal
Dragon Professional
Dragon Speech Recognition

API Availability

API Availability

Pricing Information

$49 AUD/month
Free Version

Pricing Information

$19 USD perpetual
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Not specified

Customer Service / Support

Not specified

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Sombra

Date Founded

2023

Company Location

Australia

Company Website

getsombra.com

Company Facts

Organization Name

Cobasoft GmbH

Date Founded

1999

Company Location

Germany

Company Website

cobasoft.net/en/csnote/index.htm

Categories and Features

Note-Taking

Not specified

Categories and Features

Note-Taking

Not specified

Rich Text Editors

Not specified

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