Beyond File Notes: Choosing an AI Solution

File notes aren't the interesting part of financial advice. Building trust, developing strategies, helping clients achieve their goals - that's what advisers should focus on.

Yet documentation demands keep growing, pulling advisers away from meaningful client work.

It's Not Just About Speed

Yes, AI can turn a recording into a file note in minutes. But practices using AI effectively have discovered something more valuable: the ability to maintain genuine client relationships while scaling their business.

Why we built Claras differently

Most AI solutions focus on one problem: converting speech to text. But advisers don’t need transcripts, they need documentation that works for their whole practice. That’s why we built Claras to understand the advice process.

Every time you record a client conversation in Claras, it’s not just creating a file note. It’s building a rich picture of your client relationship that flows through to every document you create. Their goals, concerns, family details, and financial position all stay consistent and current.

Documentation That Works Together

Think about your current process:

• Write meeting notes
• Create a file note
• Write client emails
• Draft a paraplanner request
• Generate advice documents
• Review everything for consistency

Each step means rewriting information you've already captured. Smart practices have stopped treating these as separate tasks.

When your documentation system is properly connected:

1. Your meeting recording creates your file note
2. Your file note shapes your paraplanner brief
3. Client emails write themselves from meeting outcomes
4. Advice documents pull from existing context
5. Everything stays aligned

And importantly, everything stays personalised to the client. Claras keeps each client’s details, goals and strategies consistent across your documents, so they don’t feel like they’re receiving generic outputs. This directly supports your best interest duty under ASIC’s rules, showing that the advice is tailored to the client’s circumstances, not boilerplate text.

Setting the benchmark

Good documentation is the foundation of trust, compliance, and client confidence. Practices that lead the industry are raising the bar, with secure systems like Claras, advice-specific intelligence, and workflows that help them scale without losing the personal touch.

Here’s what “best of breed” looks like:

Genuine Security

• Client data stays anonymous during AI processing
• Securely stored in Australian data centre
• Proper access controls
• SOC2 certified systems

Built for Advice

• Spots missing compliance elements
• Matches licensee requirements
• Creates context-aware documents

Works Practice-Wide

• Consistent documentation across teams
• Templates that match your advice process
• Helps with client engagement

The line between file notes, emails and advice documents is disappearing. What matters is having one system that handles it all properly, keeping everything secure while you focus on giving great advice.

Control and flexibility

A best-in-class platform shouldn’t just fit your process today, it should give you room to adapt as your practice evolves. Claras gives you control over how documentation is created and used, with the flexibility to build on it.

• Custom templates aligned to your advice process.
• Role-based access so teams work securely and efficiently.
• Enterprise tools that integrate with the systems you already rely on.
• Open platform design that supports future workflows and innovation.

With Claras, you’re not boxed into a one-size-fits-all system. You’re building on a foundation that grows with your practice.

See how this works: start your free trial.