• Import Meeting Recordings from Teams, Zoom and Other Platforms in Claras

  Recording meeting transcripts is essential for effective documentation and streamlined workflows, especially when using AI tools like Claras. This guide will walk you through how to enable and export recordings or transcripts in popular video conferencing tools. Claras relies on high-quality meeting recordings to generate accurate and comprehensive file notes. By providing Claras with raw transcripts, you ensure the best possible output for your client documentation. Read our best practice recPopular

• Best Practices for Recording Client Meetings for Claras

  In the fast-paced world of financial advice, delivering exceptional client experiences is crucial. By recording your meetings, you can focus on active listening and meaningful engagement rather than frantically taking notes. This approach, combined with AI-powered tools like Claras, can transform your advice practice. Why Quality Recordings Matter High-quality meeting recordings help Claras to generate clear, accurate file notes. There's two ways to get your meeting recordings into Claras:Some readers

• Create File Notes from Audio and Video Meeting Recordings and Transcripts

  Claras offers multiple ways to turn your client meetings into comprehensive, detailed file notes. This guide will walk you through the process of creating a new file note using either an audio/video recording or a transcript. You can also record meetings directly in Claras. Getting Started Click the "New" button at the top of the File Notes page You'll then see three options for providing your meeting informatiFew readers

• Managing Your Data Retention Settings

  At Claras, we prioritise the security and management of your data. To give you greater control over your practice's information, we've introduced data retention settings. These settings allow you to customise how long meeting recordings and transcripts are stored within the platform. Why Are Data Retention Settings Important? Data retention is a critical aspect of information management for several reasons: Client Confidentiality: Protecting your clients' personal and financial inforFew readers

• Using Claras with Microsoft Teams

  Connect your Microsoft Teams account to Claras to save time and clicks. This feature is designed to streamline your workflow and improve collaboration within your teams, making it easier than ever to manage your meetings and client interactions. 1. Connect your Microsoft Teams account to Claras To connect Teams, view your profile page (bottom left of the screen in Claras). In the Integrations sectionFew readers

• Record client meetings on Microsoft Teams mobile app and upload to Claras

  Sometimes you’re meeting a client face-to-face, away from your desk, and there’s no laptop in sight. But you still need a clean, accurate file note in Claras afterwards. Using the Microsoft Teams mobile app, you can record the conversation from your phone and import it into Claras once you’re back in the office. Here’s how to do it, step by step. 1. Setup Microsoft Teams Integration Open Claras and navigate to My Profile in the bottom left corner. Scroll down to the IntegrationFew readers