Protect yourself for compliance.

Take notes automagically:

Sonia transcribes meeting notes and listens to keywords to document important client decisions.

Auto-update your CRM:

No need to manually update your CRM. Your notes will automatically be entered after each meeting.

Save time on workflow:

Sonia seamlessly plugs into your calendar, conferencing provider, and most CRMs like RedTail so you can focus on your clients.

Share summaries:

Sonia leverages AI to extract summaries and decisions so notes can be shared between associates and advisors.

Search past meetings:

Find what you need and review old meeting notes to build rapport with clients. All valuable information is just a click away.

Secure:

We take data security and privacy seriously at Sonia. We offer measures to protect your organization and ensure the safety of your data. Please see our Privacy Policy and Terms of Use for more details.

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