• Enabling and Exporting Transcripts from Teams, Zoom and Other Platforms

  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 transcripts in popular conferencing tools. Why Transcripts Matter Claras relies on high-quality meeting transcripts 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 practPopular

• 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 Claras relies on high-quality meeting transcriptions to generate clear, accurate file notes automatically. This allows you to fully engage with yoFew 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

• 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. Getting Started Click the "New" button at the top of the File Notes page You'll then see three options for providing your meeting information: Audio or video recording Transcript file Paste text transcript Let's explore each option in detail: 1.Few readers