• Get Started With Meetings

  Claras ensures you’re fully prepared for every client meeting with relevant insights, structured agendas, and automated file notes. The Meetings feature helps you provide a personalised experience for your clients while keeping every detail organised and accounted for. With Claras, you can: Schedule meetings in advance to prepare thoroughly and automatically generate a file note afterward; or Add past meetings by uploading a video, audio, or transcript to quickly create a file note. youFew readers

• 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. 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 afteFew readers