Institutional Knowledge

This guide explains how Institutional Knowledge works and how it surfaces suggestions from your practice's meeting history.

Overview

Every meeting your practice runs contains insights that could benefit future meetings. Until now, those insights lived in the heads of the advisers who had them. When someone left the practice, the insights walked out the door with them.

Institutional Knowledge changes that. As your practice processes meetings, Claras builds a growing body of intelligence drawn from your real client interactions. A senior adviser's meeting on Monday can inform a junior adviser's suggestion on Thursday - without a training session, without a handover document, without anyone doing anything.

Over time, suggestions become increasingly tailored to your clients, your team's approach, and the problems you actually encounter. People can reduce hours, move on, or retire. What they contributed stays.

Think of it like compound interest applied to expertise. Every meeting is a deposit.

How It Shows Up

After a meeting is finalised, a "Suggestions" tab appears alongside the Transcript, File Note, and Email tabs. Open it, and you'll find a concise brief tailored to that specific meeting. These are practical insights you can act on in your next client interaction.

These aren't generic tips. They're drawn from patterns across your practice's entire meeting history and matched to the situation in front of you.

For example, after a meeting where a client describes being off work with an injury while discussing whether to transfer super funds, a suggestion might surface:

Your client described a situation that likely makes them eligible for income protection benefits right now, but the conversation treated their insurance as an asset to preserve for future use. A two-week research timeline is appropriate for investment optimisation. It's dangerously slow for claims assessment when someone has been off work for five weeks. Before any transfer decision, assess the claim. If they can claim, the fund isn't underperforming. It's actively paying benefits. That changes whether "stay or go" is even the right question.

Or after a meeting where a parent is losing sleep over how to structure a property arrangement between two children:

Your client is trying to engineer legal protection against a conversation she hasn't had. She wants everything locked down before talking to her other daughter, but that's backwards. No legal structure can substitute for family clarity. The conversation isn't the last step; it's the foundation everything else rests on. Her sleepless nights aren't about the legal complexity. They're about unspoken family dynamics.

Each suggestion includes what to do, what to validate first, a concrete next step, and signals to watch for so you know it's landing. They're written for you directly, specific and ready to use.

Suggestions Improve Over Time

The suggestions your practice receives improve with every meeting. As your meeting history grows, the system develops a deeper understanding of the kinds of problems your clients face and how your practice thinks about solving them.

Your Practice, Your Knowledge

Institutional Knowledge is scoped entirely to your practice. The insights generated for your team come from your meetings and only your meetings. Nothing is shared between practices. What your practice builds belongs to your practice alone.

Getting Started

Institutional Knowledge builds automatically as your practice processes meetings. There's nothing to configure.

You can enable or disable the feature under Settings → Preferences → Institutional Knowledge.

Last updated 16th March 2026 by Connor