Create Advice Documents

The Document Creator combines your existing client files, file notes, Clarity+ insights, and practice details to generate advice documents. All client information is pulled directly from their profile, eliminating manual data entry.

This page covers:

• Document types you can create.

• The Template Library.

• How to create a document.

Document types

Claras can create any kind of advice document. Here's some common ones:

• Letter of Engagement – from a discovery file note and superannuation statement.

• Paraplanner Request – from fact finds and product recommendations.

• Reverse Fact Find – consolidated from file notes, emails and client PDF's.

• Record of Advice (ROA) – from strategy meeting notes and supporting emails.

• Annual Review – combine previous file notes and updated statements.

• Fee Disclosure Statement (FDS) – from service history, engagement letter and fee details.

• Statement of Advice (SOA) - draft an SOA from strategies, products and recommendations.

All documents are automatically saved to the client's profile for reference, creating a complete history of advice.

The Template Library

Claras includes a library of ready-to-use document templates, each designed to slot into a common point in the advice process. You can use these as they are, customise or create your own to match your practice standards.

To use a document template:

1. Go to Templates → Document → Template Library.

2. Click into a template to preview it.

3. Click Use template to copy it to your account.

4. Click the template name to open it in the editor.

5. Make any needed changes.

6. Click Save changes to apply.

Create a document

Once you've copied a template to your account, you're ready to create documents. Let's use the example of a Paraplanner Request form.

1. Prepare client data

   • Go to the Clients page and click into a client profile.

   • Upload relevant files as attachments (e.g. Product recommendations, strategies, insurance quotes). These files will be used as references when generating your document.

   • Claras will process the files and display a green tick once complete.

   

2. Create new document

   • Click New Document.

   • Select the Paraplanner Request template.

   

3. Add Instructions

   • Use this optional field to dictate or type your guidance for Claras.

   • These notes help shape the document, so mention your strategies, product recommendations and timeframes.

   • Example: “SOA required by September 5. Model two scenarios – one with increased contributions to super, one without.”.

4. Reference material

   • Select the References you want Claras to use to create the document.

   • Include finalised meeting file notes, documents, and uploaded client attachments.

   • Tick or untick the options to control what’s included.

   • Claras will also use information from Clarity+ and your practice profile.

   

5. Generate the document

   • Click Start generating sections.

   • Claras will build each section of the document by extracting information from your reference material and combining it with your instructions.

6. Regenerate and refine sections

   • Stop document generation at any time to add more instructions.

   • Click the Regenerate just this section icon to update a single section, using the new instructions.

   • Click Resume generating sections to continue the process.

   

7. Finalise and export

   • When you’re ready, click Download DOCX to edit in Word and apply your branding.

   • Click Finalise to update Clarity+ and make the document available as a reference when creating other documents in Claras.

Where to next?

To make the most of documents in Claras, learn how to customise your document templates.

Last updated 4th September 2025 by Stuart