Set up your Profile
Setting up your personal and practice profile ensures Claras can tailor its output to you and your practice, and include relevant business details when creating documents.
This page covers:
Setting up your profile.
Configuring your practice profile.
Uploading your practice logos.
Uploading practice-wide reference material to the Knowledge Base.
Set up your personal profile
Your profile contains your personal details and integration settings.
Check your details
Click your name in the bottom left corner of the screen.
Select My Profile and make any necessary changes.
After making changes, click Update profile.
For a detailed guide on your profile page.
Integrations
Integrations such as Microsoft Teams are managed in Settings → Integrations. For setup instructions, see the Microsoft Teams article.
Configure your practice profile
Claras uses the details in your practice profile to add accurate, consistent information to the file notes and documents it creates.
When filling out your profile, we recommend including:
Your practice name and office locations
Your firm’s philosophy or mission statement
AFSL details and licensing arrangements
Key team members and their specialties
Core service offerings and specialty areas
Fee structure
What makes your approach distinctive
To update your practice profile:
Go to Settings > General
Type or paste in your practice information
Click Save when finished
Knowledge Centre
The Knowledge Centre is where you upload practice-level reference material such as standards, strategies, and fee schedules. Claras draws on these materials when generating documents for any client, keeping your practice information consistent without needing to upload the same files to individual client profiles.
Adding reference material to the Knowledge Centre requires the Owner role.
To add reference material to the Knowledge Centre:
Go to Knowledge Base in the main navigation.
Upload your files.
Once uploaded, these materials are automatically available as references when creating documents.
Next
It's time to learn how to create advice documents.
Last updated 29th April 2026 by Dusty