What is Claras?
Claras helps Australian financial advisers turn client meetings into file notes and advice documents, with a client record that grows as you work. You spend less time on admin and more time on advice.
You can try Claras for free, no credit card required.
Claras solves 3 common problems in advice practices
It’s hard to maintain great client experiences
Advisers are stretched. With a growing number of clients and compliance demands, it’s easy to forget the little things that build trust - like remembering a child’s name or their last holiday.
The client record keeps what matters. It grows from meetings and files so you can walk into the next conversation with financial and personal context in one place.
File notes are painful, time consuming and inconsistent
After every client meeting, there’s the same question: “Have I done the file note yet?” It’s time-consuming, often delayed, and easy to get wrong.
Claras turns your conversation into an accurate file note and client-ready email. Structured, consistent and ready within minutes, so nothing gets missed.
Advice documents take too long to prepare
Preparing letters of engagement, paraplanner request forms, or SOA implementation checklists means re-entering the same client data multiple times.
Claras generates them for you. One place for the facts, less double handling, faster turnaround.
Who it's for
Claras brings efficiency to the whole advice practice:
Advisers – spend less time on admin and more time with clients
Support staff – handle scheduling and post-meeting tasks efficiently
Practice managers – maintain consistency with shared templates and workflows
Practice owners – track performance with clear practice-wide analytics
How teams benefit
Improved client experience – stay across every client, even as you grow
Save hours each week – file notes and client emails are ready in minutes
Increased output - accelerate document creation across the advice process
Lift quality and consistency – templates standardise documentation and support compliance
Next
Read the start guide to understand key concepts and get underway.
Last updated 13th July 2026 by Connor