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.
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
Record Your Meeting
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
Generate File Note and Email
- Upload or save your recording
- Click the green 'Finalise' button
- Wait while Claras does its magic:
- Protects sensitive client information
- Structures your file note
- Creates a client-ready email
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!
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.
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
Today: Create your first file note using the 2-minute workflow
This week: Customise one template to match your style
Next week: Explore Clarity+ for client insights
Quick Start (2-minute workflow)
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
Record Your Meeting
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
Generate File Note and Email
- Upload or save your recording
- Click the green 'Finalise' button
- Wait while Claras does its magic:
- Protects sensitive client information
- Structures your file note
- Creates a client-ready email
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
Next Steps
Today: Create your first file note using the 2-minute workflow
This week: Customise one template to match your style
Next week: Explore Clarity+ for client insights
Updated on: 10/01/2025
Thank you!