• File Note Templates for Control and Consistency

  Claras.ai offers editable templates to streamline your file note creation, ensuring consistency and alignment with your practice’s workflow. Here’s how to create, edit, and utilise custom templates effectively. Benefits of Using Templates Support practice workflow: Adapt templates to your advice model, ensuring key information is consistently documented. Improve consistency: Standardise your notes and meeting agendas to effortlessly implement practice standards. Shared standards: YourPopular

• Refine and Regenerate Client Emails

  This article explains how to refine the client summary email after your file note has been updated or changed. Regenerating ensures client emails accurately reflect the latest information. Steps Update the file note: Edit the file note directly in Claras, then click 'Save'. Open the regenerator: Click into the Email tab then click the 'Regenerate' button. Regenerate the email 3Some readers

• Client Overview: Turn Insights into Exceptional Client Experiences

  The Client Overview page is a powerful tool designed to help you understand your clients better and provide an exceptional experience. Featuring Clarity+, it gives you a comprehensive view of each client's financial situation, goals, and interactions with your practice. By regularly reviewing the Client page before meetings or when planning strategies, you'll: Gain valuable insights into your client's financial journey Easily access key information and past interactions Identify opportunFew readers

• Managing Your File Notes: Completing, Archiving and Deleting

  Effective management of file notes in Claras is crucial not only for maintaining an organised workflow but also for upholding privacy and data security standards. This guide explains how Claras' archiving and deleting functions support your practice or licensee's privacy and data security policies. Privacy and Data Security Considerations Some licensees require that client information not be stored on 3rd party systems long-term Proper management of file notes helps maintain complianceFew readers

• Required Items for Higher-Quality File Notes

  Discover Claras' new Required Items feature, designed to enhance file note quality for financial advisers. Learn how to customise essential elements for each template, receive automatic alerts for missing information, and ensure comprehensive documentation. This powerful tool streamlines compliance, improves consistency across your practice, and elevates the standard of your client interactions. Explore our step-by-step guide to implementing Required Items and optimise your file note process today.Few readers

• Copying Formatted File Notes from Claras to Xplan

  Integrating Claras with Xplan can significantly streamline your workflow by allowing you to create detailed, well-formatted client notes and seamlessly transfer them to your client management system. This guide will walk you through the process of generating high-quality file notes in Claras and transferring them to Xplan. Creating Well-Formatted File Notes in Claras Review and Edit the Generated Note After Claras processes yoFew readers

• How to Regenerate File Note Content

  The regenerate feature helps you enhance or modify specific sections of your file notes with AI assistance. Using the Feature Select Text: Highlight any portion of your file note that you'd like to modify. Access Regenerate: A bubble menu will appear above your selection. Click the "Regenerate..." button with the sparkles icon. Steps 1 & 2 to regenerate a file note section (https://storage.crisp.chat/users/helpdesk/website/bb2b3a934fdba000/cleanshot-2024-12-16-at-1104404dFew readers