Record client meetings on Microsoft Teams mobile app and upload to Claras
Sometimes you’re meeting a client face-to-face, away from your desk, and there’s no laptop in sight. But you still need a clean, accurate file note in Claras afterwards.
Using the Microsoft Teams mobile app, you can record the conversation from your phone and import it into Claras once you’re back in the office.
Here’s how to do it, step by step.
Open Claras and navigate to My Profile in the bottom left corner.
Scroll down to the Integrations section.
Connect your Microsoft Teams account by following the prompts.
Schedule your client meeting in Claras.
Schedule your meeting in Microsoft Teams.
Review the client's situation in Clarity+ to prepare for the meeting.
Open the Microsoft Teams app on your mobile device.
Click into the scheduled meeting and join it (video can be off).
Once in the meeting, tap on the three dots menu at the bottom of the screen.
Select Start Recording to begin recording the meeting.
After the meeting concludes, simply leave the meeting to stop the recording.
Back at your office, log in to Claras.
Click into the meeting and select Upload Recording.
Go to the Teams tab to find the recording.
Select it and click Ok then start processing your file note.
Add notes if needed and start creating your file note.
Familiarise yourself with the Teams app interface to quickly navigate and record meetings.
Ensure you record your meeting in the Teams app.
https://loom.com/share/59092e9619c84f9e9d0bcaddea043a53
Using the Microsoft Teams mobile app, you can record the conversation from your phone and import it into Claras once you’re back in the office.
Here’s how to do it, step by step.
1. Setup Microsoft Teams Integration
Open Claras and navigate to My Profile in the bottom left corner.
Scroll down to the Integrations section.
Connect your Microsoft Teams account by following the prompts.
2. Schedule and Prepare for the Meeting
Schedule your client meeting in Claras.
Schedule your meeting in Microsoft Teams.
Review the client's situation in Clarity+ to prepare for the meeting.
3. Join the Meeting on Mobile
Open the Microsoft Teams app on your mobile device.
Click into the scheduled meeting and join it (video can be off).
4. Record the Meeting
Once in the meeting, tap on the three dots menu at the bottom of the screen.
Select Start Recording to begin recording the meeting.
5. End the Meeting
After the meeting concludes, simply leave the meeting to stop the recording.
6. Upload Recording to Claras
Back at your office, log in to Claras.
Click into the meeting and select Upload Recording.
Go to the Teams tab to find the recording.
Select it and click Ok then start processing your file note.
Add notes if needed and start creating your file note.
Tips for Efficiency
Familiarise yourself with the Teams app interface to quickly navigate and record meetings.
Ensure you record your meeting in the Teams app.
https://loom.com/share/59092e9619c84f9e9d0bcaddea043a53
Updated on: 13/05/2025
Thank you!