The fastest way to stay audit-ready, automate client meeting notes, and build your AUM.

Spend less time on compliance and accelerate the ability to close new prospects.

Sonia listens in on your meetings and calls to transcribe notes.

You'll also get meeting summaries on important client decisions and follow-ups.

Your notes will automatically be entered to your CRM after each meeting.

Always be audit-ready.

Sonia brings all your client communication together so you never miss a detail from your meetings.

A.I. Summary:

  • See what happened in a glance
  • Record the context behind decisions
  • Edit summaries to add more background

How Sonia Works

Get set up in less than 5 minutes

Link Your Calendar

Link your Outlook or Google calendar so Sonia can easily join your client meetings.

Invite Sonia, Call Sonia, or Text Sonia:

Sonia supports Zoom, Webex, GoTo Meeting, Uber Conference, BlueJeans, and many others to transcribe conference calls, voice notes, and texts.

Document and Summarize Every Meeting

After the meeting, you’ll have a full machine transcript of the conversation as well as an A.I. generated Summary in your Sonia account. Easily extract meeting notes and action items from your client meetings.

Drafted Follow-ups

Sonia integrates with your email to extract action items from meetings and help you draft follow-ups to clients, accelerating the closing period for new prospects.

CRM Entry

Document your client meetings with automatic CRM entry for compliance. Automate your workflow and save hours of tedious work each week.

See what Sonia can do for you