AI-Native System of Records Harness

Your AI-powered
|

The AI-native platform that builds forms, automates workflows, and manages records — with an intelligent assistant at every step.

Why Sorsora

What makes Sorsora different

Less administration. More information. Better decisions.

The traditional way

Excelcopy 3EmailFWD: FWD:PDFPortalPaper?ChatShared drivev7
  1. enter
  2. search
  3. copy
  4. check
  5. forward
  6. re-enter

The same record lives in a portal, an Excel file, an email thread and a PDF, and gets typed in again every time it moves.

Sorsora

ENTER ONCEUSE EVERYWHEREExcelPDFEmailPaperRecordsDashboardsClient portalAI assistantClaudeClaudeOpenAIChatGPTAISorsora
  1. enter once
  2. use everywhere
  • manual steps
  • duplicate data
  • errors
  • administration
  • information
  • faster decisions
  • client management
  • sales efficiency
01

Built by experts, for experts

Every industry edition is shaped with a practitioner from that business: someone with decades in the field adjusts the registers, links and workflows to how the work really happens. Generic CRMs and Excel have to be bent into that shape by you.

02

One data network instead of scattered data

Enter once, use everywhere. Fewer manual steps, no duplicate records, fewer errors, less administration, faster decisions.

03

AI that knows your business

ChatGPT and Claude cost money and know nothing about your clients, contracts or payments on their own. Sorsora AI is part of the subscription and works with your full organisation data, by text or voice. Prefer Claude or ChatGPT? Connect them to Sorsora and they work with the same data.

04

Built like the best modern platforms

AI-native from the ground up, with an interface in the ChatGPT and Claude style people already know: type or speak what you need, get the result, refine it in conversation. The learning curve is short.

05

Migration is not a project

Existing clients, objects, contracts, payments and documents are imported from Excel, exports of your old system and PDFs, with duplicates detected.

06

Your clients stay informed without calling you

The customer portal shows each client their records, documents, payments, cases and key deadlines. Fewer routine requests for your team, more control for the client.

07

Everyone sees what their work needs

Unlimited dashboards and widgets per role: owner, front line, back office. Expiring contracts, overdue payments, open tasks, results by team member.

08

European by design

Built in Riga, hosted in the EU (Frankfurt), GDPR-first, with support in Latvian from the people who build the product.

09

Available anywhere

Works in the browser on any computer or phone, with a native mobile app in development. Anyone on the team gets the information exactly when they need it, with a client or on the road.

Sorsora AI

Speak. Write. Get the result.

Sorsora AI is part of the subscription. Most teams already pay for ChatGPT or Claude, and neither knows a single one of your clients, contracts or payments. Sorsora AI works with your organisation’s full data: it finds information inside and outside the platform, analyses, summarises and carries out everyday tasks, by text or voice, and points to the next action.

Sorsora is built the way today’s top-tier platforms are built: AI-native from the ground up, with an interface inspired by ChatGPT and Claude. Anyone who has used those tools feels at home from the first minute. And if your team prefers Claude or ChatGPT, the Sorsora connector gives them the same organisation data.

From data to decisions

  1. Data
  2. Links
  3. Analysis
  4. AI
  5. Recommendation
  6. Decision
  7. Action

Sorsora helps your team not only know, but understand what to do next.

Sorsora AssistantAI
Show clients whose contracts expire in the next 30 days.

7 contracts expire in the next 30 days.

Client AService agreementin 8 days
Client BAnnual planin 15 days
Client CMaintenancein 23 days
+ 4 more
Draft renewal remindersOpen the list

More things teams ask

Which clients are missing a signed agreement?Prepare a summary of this client’s history.Which records still need a document?Show me this month’s results by team member.Create a client and find the missing details online.
Ask about your clients, contracts, payments or tasks|
Web

Type it or say it. Sorsora AI answers from your organisation’s own records.

Trusted by teams in Latvia

Built with practitioners, used every day

01

2

Industry editions

Insurance brokers and veterinary clinics, built with practitioners

02

40+

Active users

Across Latvian brokerages and clinics

03

24/7

AI assistant

Part of every subscription

04

100%

EU-hosted data

Frankfurt, GDPR by design

Why businesses trust Sorsora

Built by experts, for experts

Every industry edition is co-developed with a practitioner from that business, someone with decades in the field, who adjusts Sorsora to how the work really happens, register by register.

In daily use by real businesses in Latvia

Insurance brokers and veterinary clinics run their clients, contracts, payments and cases on Sorsora every day.

Your data stays in the EU

Hosted in Frankfurt, GDPR by design, role-based access, full audit trail and record versions.

Built and supported in Riga

By the team that writes the code. You talk to the founder, not a ticket queue.

We do the transition with you

Registers from your industry’s edition, import of your existing data, and training. Nobody is left with an empty system.

A technology partner, not just software

The roadmap is driven by what our customers ask for.

GDPR·EU data residency·Role-based access·Audit trail & versions·Built in Riga

Everything you need to streamline your records

Powerful features designed to simplify complex business processes

01

AI Assistant Everywhere

An intelligent AI copilot embedded in every part of Sorsora — generate forms from a prompt, automate flows with natural language, and get instant answers about your data.

Sorsora AssistantAI
Ready for the next step.
Create a patient intake form for my clinic|
Web0% used
SummariseDraft emailCreate checklistAsk about dataSuggestions
Patient Intakedraft
Full name
Sarah Chen
Date of birth
04 Mar 1988
Insurance provider
Aetna
+ 9 more fieldsSubmit
02

Drag & Drop Form Builder

Create beautiful, responsive forms with an intuitive visual builder — or let AI suggest fields and layouts based on your use case.

Patient Intakepublishedv18
Full name
Single-line text · Required
Email
Email input · Required
Insurance type
Single-select card group · Required
Visit reason
Dropdown · Optional
Medical history
Multi-line text · Optional
03

Workflow Automation

Design powerful automated flows that connect forms, triggers, and actions. AI recommends optimal triggers and detects bottlenecks.

Form submittedStart
Trigger: new submission
Default
0 in / 1 outstart
AI reviewAI
Summarize & score
SuccessError
1 in / 2 outai_review
Notify teamAction
Action: create notification
Success
1 in / 2 outnotify
Last run 2m ago · 124 runs today · 100% success
04

Real-Time Analytics

Track submissions, monitor workflow performance, and surface insights. AI detects anomalies and generates plain-English summaries.

Submissions over time
TrendPatient Intake
+24%
May 14May 26Jun 10
05

Enterprise Security

Bank-level encryption, compliance-ready infrastructure, and role-based access keep your data protected.

Roles & permissions
Access
AAdminFull access
BBrokerCreate & edit
VViewerRead only
SOC 2GDPRAES-256
06

Ready-Made Templates

Launch faster with industry editions built together with practitioners — or let AI generate a custom template from a single prompt.

Patient Intake
24 fields · 3 flows
Vendor Onboarding
16 fields · 3 flows
Loan Application
28 fields · 4 flows
Guest Check-in
9 fields · 2 flows
Admissions
26 fields · 3 flows
Rental Application
19 fields · 3 flows
KYC / Identity
17 fields · 3 flows
Quality Inspection
15 fields · 2 flows
07

Connectors & API

Connect Sorsora to Slack, HubSpot, Stripe, Zapier, and 100+ tools. Or use our REST API and webhooks for custom connectors.

Slack
HubSpot
Stripe
Zapier
Notion
GitHub
SlackNew submission posted to #opsjust now
StripeInvoice paid · €2,4004m ago

Smart Conditional Logic

Skip questions, branch flows, and personalize fields based on previous answers — no code required.

Team Collaboration

Shared workspaces, real-time editing, comments, and granular permissions.

Audit Logs & Versions

Every change is tracked. Roll back forms and export full audit trails for compliance.

How onboarding works

From first call to daily use in three steps

We set it up together. Your team is live in days, not months.

1

Start from your industry edition

Registers, workflows, dashboards and the client portal come pre-built by practitioners in your field. We configure them together with you, typically within a week.

Insurance Brokers editionset up together
11 linked registers
Renewal and payment workflows
Dashboards per role
Client portal
AI assistant on your data
Configured with you~1 week
2

Bring your existing data

Excel files, exports from your old system and PDF documents go through AI import: matched, de-duplicated and reviewed with you. Nothing is re-typed.

clients.xlsxExcel
policies-2019-2026.pdfPDF
old-system-export.csvCSV
AI import
Client A · 3 policiesready
Client B · 1 policyready
Client C · duplicatemerged
Client D · 6 policiesready
74 rows checked71 ready · 3 duplicates merged
3

Work from one system

Enter information once and use it everywhere: records, dashboards, the client portal and the AI assistant, on any device. We train the team and stay on the line.

7 contracts expire in the next 30 days. Renewal reminders drafted.

Expiring
7
Overdue
3
Open tasks
12
Client A opened the renewed policy in the portal
Same record, on the phone, at the client’s office
The resultOne data networkAI includedTeam trainedNothing re-typed

Editions built with practitioners

Two industry editions are live today, each shaped with the people who do the work. Yours could be next.

Insurance Brokers

Policies, claims, renewals, and commission tracking for brokerages and MGAs.

~14 min to launch
BrokeragesMGAsAgenciesUnderwriters

Forms included (4)

Client Application
18 fields

Company details, contacts, risk profile, and document upload.

Policy Record
26 fields

Insurer, product, premium, cover dates, and payment schedule.

Claim Notification
15 fields

Incident details, photos, third parties, and loss estimate.

Renewal Quote
12 fields

Prior premium, adjustments, and side-by-side insurer comparison.

Workflows included (3)

Renewal sweep

Find expiring policies → draft quotes → route for approval.

Claim triage

Severity scoring, insurer notification, and adjuster assignment.

Payment reconciliation

Match installments to policies and chase whatever falls late.

Request a demo

Ready to see it on your own data?

Leave your details and we will prepare a demo of your industry edition around how you work.

  1. 1We reply within one business day

    A short call to understand your records, your team and what should work first.

  2. 2A demo on your own data

    We prepare your industry edition with your terms, and walk through the daily work in it.

  3. 3Onboarding together, about a week

    Your existing spreadsheets and files come in with the AI import, and your team is trained in the system.