Solutions

Twelve systems.
One operational layer.

Sonoda is not a single product — it is a layered architecture of 18 operational systems engineered to compose into a firm's intelligent infrastructure. Adopt the layer you need now; the rest plugs in when you're ready.

01
Foundations
Persistent memory, agent mesh, vertical knowledge graph.
02
Execution
Communications, commitments, workflows, scheduling.
03
Intelligence
Forecasting, telemetry, cross-system retrieval.
04
Vertical depth
Data-room intelligence, inferred time capture.
01 — Core Platform

Workflow Automation

Replace manual, multi-step processes with intelligent systems that route work, enforce rules, surface exceptions, and audit every action. Built to match your existing approval hierarchies exactly.

Multi-step approval routing with conditional logic
Exception detection and intelligent escalation
Full audit trail with tamper-evident logging
Integrates with existing ERP, CRM, and DMS systems
Role-based access controls and compliance checkpoints
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Workflow Engine
02 — Document Layer

Document Intelligence

AI systems that read, extract, classify, and act on documents — contracts, filings, reports, correspondence — at a volume and speed impossible for human review teams alone.

Contract clause extraction and risk flagging
Regulatory filing classification and routing
Due diligence data room analysis
Structured data extraction from unstructured text
Multi-language support for international operations
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Document Processing
03 — Agent Layer

AI Agents

Autonomous agents that execute complex, multi-step tasks within defined parameters. They interface with your systems, make decisions within policy, and escalate only what requires human judgment.

Research and synthesis agents for analyst workflows
Client communication drafting and review agents
Data gathering and report generation
Compliance monitoring and alerting agents
Constrained execution with full human override capability
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Agent Runtime
04 — Client Layer

CRM Automation

Transform your CRM from a passive database into an active intelligence layer. Automatic data enrichment, follow-up sequencing, and relationship health signals — so nothing falls through the cracks.

Automatic contact and activity logging
Relationship health scoring and alerts
Intelligent follow-up sequencing
Pipeline stage automation and forecasting
Integrates with Salesforce, HubSpot, and bespoke systems
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CRM Intelligence
05 — Infrastructure

Internal AI Systems

Private, firm-specific AI deployments — knowledge bases, internal assistants, and decision support tools trained on your data, deployed within your security perimeter.

Private knowledge base with semantic search
Internal Q&A assistant trained on firm documents
On-premise deployment options for regulated industries
SSO integration and role-based data access
Your data is never used to train models. Minimal snippets travel encrypted to the LLM provider only during inference — no retention, no fine-tuning, no third-party sharing.
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Private Deployment
0
data egress incidents

Capabilities Matrix

What's included across engagements.

These are starting points, not fixed plans. Every engagement is assembled from modular systems — compose yours in the package builder.

Build your package →

Capability Starter Professional Enterprise
Workflow Automation✓✓✓
Document Processing✓✓✓
AI Agents—✓✓
CRM Integration✓✓✓
Private / On-Premise Deployment——✓
Custom AI Model Training—✓✓
Priority support—✓✓
SLA (Enterprise SOW)——✓
White-Label Option——✓

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Find the right solution for your firm.

Book a consultation and we'll map the right solutions to your specific operational challenges — with clear ROI projections before any commitment.

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