• 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. What's the best way to record client meetings? In-person meetings: Record directly into Claras. The live recorder is found at the top of your meeting page. Online meetings: Record in Teams or Zoom, then upload the video, audio or transcript to your meeting. With our Teams integratioFew readers