Start Guide
Getting started with Claras is easy. In just a few steps, you’ll be set up and creating accurate file notes in minutes. Each step links to a detailed guide if you need help along the way.
Record a client meeting - capture the conversation so Claras can generate a draft file note and client email.
Review and finalise - check the file note for accuracy, and refine the client email.
Complete the client profile - add key historical client files so Claras has the context for future meetings and documents.
Invite your team - add advisers and support staff so everyone works from the same templates and processes.
Set up your profile – enter your adviser and practice details so they're included in all notes and documents.
Once you're comfortable with file notes, you’ll be ready to move on to creating documents.
Key concepts
Understanding a few key terms will help you get the most from Claras from day one.
Meetings
In Claras, meetings represent the conversations you capture – whether in-person or virtual – that are turned into file notes. From a meeting recording, Claras will create:
A searchable transcript and recording you can replay
A file note for you to review
A draft client email
Each meeting uses a meeting template, which sets the agenda and ensures your notes follow a consistent format.
Most meetings will be client-facing, but you can also capture internal discussions, planning sessions, or ad-hoc conversations.
Documents
Claras also accelerates the creation of documents throughout the advice process – such as engagement letters, paraplanner requests, strategy briefs, or records of advice (ROAs).
Claras brings together all the relevant context to create a draft document based on your chosen template, drawing information from:
File notes
Clarity+ insights
Uploaded client files
Your instructions
Documents can be generated from the client profile, keeping everything linked.
Templates
Templates guide how file notes and documents are created. They act as the formatting engine in Claras, giving you consistency across every output.
Meeting templates define the structure of file notes, client emails and meeting agendas
Document templates define the structure of advice documents
You’re not locked into defaults. Start with the base templates provided in Claras, adapt them to match your practice standards, or build your own from scratch.
Both types are managed in the Templates section of the left-hand menu.
Next
With these concepts in mind, you’re ready to start using Claras. First, record a client meeting.
Last updated 1st September 2025 by Stuart