Articles on: Recording and Transcribing File Note Meetings

Best Practices for Recording Client Meetings for Claras

In the fast-paced world of financial advice, delivering exceptional client experiences is crucial. By recording your meetings, you can focus on active listening and meaningful engagement rather than frantically taking notes. This approach, combined with AI-powered tools like Claras, can transform your advice practice.

Why Quality Recordings Matter


High-quality meeting recordings help Claras to generate clear, accurate file notes.

There's two ways to get your meeting recordings into Claras:
Record directly into Claras. The recorder is found at the top of your meeting page. Find out more here.
Upload your meeting recordings: Record in Teams or Zoom, or a third party app like Otter or Apple Voice Memo, then upload the video, audio or transcript to your meeting. If you use Teams, Claras integrates for 1-click imports.



Best Practice Recordings



Invest in Quality Recording Equipment

Use external USB microphones for superior audio quality ( https://www.pcmag.com/picks/the-best-usb-microphones)
Consider bluetooth microphones for portability, particularly ones you can clip to your lapel
Explore dedicated recorders for larger meetings or noisy environments

Plan and Prepare

Create a clear agenda
Gather necessary client information beforehand
This keeps the meeting focused and organised, allowing AI to better understand the context.

Obtain Client Consent for Recording

Request permission from all participants
Explain how the recording will be used
Assure clients of data privacy measures
Enable transcripts in your platform of choice (to find out how, visit this page)

Structure Your Discussions

Follow a pre-defined meeting template or format
Cover key points systematically

Explain Whiteboard Notes

Use verbal cues to emphasise important information
Describe whiteboard content as you draw, so it's included in the transcript

Encourage Clarity

Speak clearly and at a moderate pace
Avoid technical jargon when possible

Supplement with Notes

Take brief notes on key points or specific terminology

By implementing these practices, you'll ensure that your meeting recordings are clear and comprehensive. This allows Claras to efficiently streamline your file note process, enhancing your workflow and saving valuable time.

Remember, the quality of your recordings directly impacts the effectiveness of Claras in generating accurate file notes. By focusing on creating high-quality recordings, you're setting the foundation for a more efficient and client-focused advice practice.

Updated on: 14/03/2025

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