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Articles on:Meeting Templates
Templates are the foundation of consistent, high-quality file notes across your practice.

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  • Tips for Advisers using AI
  • Recording and Transcribing File Note Meetings
  • Login and Account Management
  • Getting Started
  • Using Claras for File Note AI
  • Meeting Templates
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  • Privacy and Security
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  • Getting Started with Meeting Templates: A Beginner's Guide
    Meeting templates help ensure your file notes are consistent and capture all the important details. This guide will show you how to use Claras' built-in templates and improve them to match your needs. Overview Claras comes with pre-built templates for common meeting types. These templates are designed to follow industry best practices and requirements, whilst being easy to customise to your specific needs. Default templates for common meeting types (https://storage.crisp.chat/users/helpdFew readers
  • Advanced Template Editing: A Technical Guide
    This guide covers manual template editing for users who need precise control over their file note output. Before diving in, we strongly recommend: Following the Beginner's Guide to understand template basics Using the Template Generator to create an initial version Using the template improverFew readers
  • Creating Your Own Templates: An Intermediate Guide
    Want to create a template tailored to your specific meeting types? This guide will show you how to generate custom templates and refine them using Claras' AI assistance. Before You Start We recommend: Trying the pre-built templates first Understanding how template improvements work (see our Beginner's Guide to Templates) Having a clear idea of what information you need to captureFew readers

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