Articles on: Getting Started

Your Fast-Track Guide to Fast File Notes

Your guide to getting value from Claras right away. First, you'll need to sign up for a free trial.

Also check out our FAQ.


Quick Start (2-minute workflow)


  1. Schedule Your Client Meeting
  • Navigate to the Meetings tab
  • Create a new meeting (can be past or future)
  • Add your client's details
  • Select a pre-built template that matches your meeting type


  1. **Record Your Meeting **

View our recording how-to video: https://youtu.be/MbVtDUIoMLY


For virtual meetings:

  • Use Teams/Zoom's built-in recording
  • Upload to Claras after the meeting ends


For in-person meetings:

  • Record directly in Claras using your laptop
  • Or use your phone's voice memo app and upload afterwards


Pro-tips for recording:

  • Do a backup recording on your phone for your first meeting
  • Use a Bluetooth mic for clearer audio quality
  • Test audio levels before starting


  1. Generate File Note and Email
  • Upload or save your recording
  • Click the 'Start Processing' button
  • Wait while Claras does its magic:
    • Protects sensitive client information
    • Creates a detailed file note
    • Creates a client-ready email


  1. Review and Polish
  • Edit directly on screen using the formatting toolbar
  • Use the refine button if you'd like to make changes
  • Export as formatted HTML for your CRM or download as Word


You've just saved 45+ minutes!


Power Features


Templates

Start with our pre-built templates, then:

  • Customise the structure to match your style
  • Add required compliance items
  • Update the email outline for consistent messaging
  • Add new templates to suit your advice workflow


Pro tip: Claras can create new templates for you. Explore using the 'New Template' button.


Clarity+

This is your meeting prep secret weapon. Claras distills recent file notes into key insights and information, for better client experiences.

  • Automatic meeting summaries
  • Financial information tracking
  • Conversation starters
  • Opportunity spotting


Pro-Tip: Clarity+ only works on Finalised file notes. If you're not seeing the latest information, check that you've clicked the green Finalise button.


Next Steps


  1. Today: Create your first file note using the 2-minute workflow
  2. This week: Customise one template to match your style
  3. Next week: Explore Clarity+ for client insights


Updated on: 24/02/2025

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