Record a Client Meeting

Claras records your client meetings, whether in-person, virtual, or over the phone, and turn them into accurate file notes and client emails. This page explains the different ways you can capture a meeting and the steps to process it in Claras.

This page covers:

• Scheduling a client meeting

• Recording your meeting

• Creating the file note

Schedule a meeting

Use the Schedule page to see upcoming meetings, and review past ones. Scheduling is best for client reviews, strategy sessions, or any meeting you want to plan ahead for.

To schedule a meeting:

1. Go to Meetings → Schedule and click New Meeting.

2. Click New Client to create a new client, or select a client if they're already in Claras.

3. Choose the template that best fits the meeting type.

4. Select the facilitator.

5. Confirm the date and time.

6. Click Create Meeting.

Record your Meeting

The meeting page combines client context with recording tools. Keep this page open during meetings, either on your laptop for in-person sessions or second monitor for virtual meetings.

• Recording controls at the top.

• Clarity+ summary of client details on the left (This will be blank if it's a new client).

• Meeting agenda on the right.

• Notes field under the agenda, for additional context.

Choose the recording method that works best for your meeting type and setup. For detailed instructions on each recording method, see our recording guide.

In-person meetings

For office or face-to-face meetings, record directly into Claras through your web browser:

• Click Live Recording in Claras.

• Or record with your phone's voice memo app, and upload later using the Claras mobile app.

Virtual meetings

For remote client meetings, record using your preferred platform, then upload the recording.

• Microsoft Teams:

  • Record the Teams meeting.

  • In Claras, click Upload Recording → Microsoft Teams.

• Zoom/Google Meet:

  • Record in the platform and save the recording.

  • In Claras, click Upload Recording → Audio or video files.

Phone calls

For client conversations on mobile:

• Use your phone's built-in recording feature.

• Upload through the Claras mobile app.

• Or use speaker mode and record with Claras Live Recording.

Create the file note

Once your recording has been uploaded to your meeting in Claras:

1. Set the number of participants (helps with speaker identification).

2. Click Start Processing to begin creating your file note.

Claras will process your recording in a few minutes and create:

• A file note for review.

• A client email draft.

• A searchable transcript.

Next

Review your file note and client email.

Last updated 4th September 2025 by Stuart