• 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. Also check out our FAQ. 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 YourFew readers

• FAQ - Frequently Asked Questions

  Is a free trial available? Yes, sign up for a free 3-note trial here: claras.ai/signup. If you love what you see, it's easy to subscribe and forget about file admin forever. How do I switch from monthly to annual payment? On the Billing page (available under Settings on the left hand menu), select "Switch to Annual billing" from the Actions dropdown. If you'd like to switch from Annual to Monthly payment, the reverse applies. How do statuses work in ClaFew readers