Smarter Client Meeting Prep

As an adviser, preparing for client meetings is at the heart of your role.

Every meeting is an opportunity to strengthen relationships, showcase your expertise, and deliver value. But effective preparation can feel overwhelming—searching for client information, structuring agendas, and ensuring every detail is captured afterward takes time and focus.

This is where Claras steps in. The Meetings feature is designed to streamline every stage of your meeting process. With client insights, guided agendas, and automated file notes, Claras helps you deliver a personalised, professional experience in every interaction.

Let’s dive into how it works and why it’s a game-changer for your practice.

Why meeting prep matters

The best client meetings don’t happen by chance—they’re a result of thoughtful preparation. Proper planning ensures you:

• Address your client’s unique needs.
• Maintain control of the conversation with a clear agenda.
• Capture important details to drive meaningful follow-up.

Yet, preparing for meetings often comes at the cost of other priorities. Sifting through client records, drafting agendas, and creating file notes can consume valuable hours. That’s why Claras focuses on efficiency without compromise, allowing you to stay prepared and deliver exceptional client experiences with less effort.

How Claras transforms your meeting prep

1. Schedule meetings in advance

With Claras, you can schedule meetings ahead of time, helping you plan your day and prepare thoroughly. The Schedule tab in the Meetings feature gives you a clear view of upcoming client interactions, with filters to stay organised and focused.

Scheduling a meeting is simple:

• Select the client and meeting type.
• Assign a facilitator, date, and time.
• Customise the agenda to suit your client’s needs.

By organising your schedule in advance, you can walk into every meeting confident and fully prepared.

2. Leverage guided agendas

Claras includes agenda templates designed for common meeting types, such as annual reviews, prospect calls, and financial planning sessions. These templates:

• Ensure you cover all essential points.
• Provide a structured flow to keep the meeting on track.
• Can be customised to reflect the specific goals of each client.

With a well-structured agenda in place, you can guide the conversation confidently, knowing nothing will be overlooked.

3. Access client insights at your fingertips

Before the meeting, Claras pulls together relevant client insights, including past file notes and key discussion points. This gives you a complete picture of your client’s situation without needing to dig through records.

Armed with this information, you can anticipate questions, highlight opportunities, and demonstrate your understanding of their needs.

4. Record and streamline your follow-up

During the meeting, you can use Claras to securely record the conversation, capturing every detail without relying on handwritten notes. Once the meeting ends, submit the recording, and Claras will:

• Extract key insights.
• Generate a well-structured file note with action items and decisions.
• Save the file note directly to the client’s profile.

For those who use external recording tools, you can also upload audio, video, or transcripts into Claras to create file notes. Either way, follow-up becomes a breeze.

How this changes your practice

Claras doesn’t just save time—it elevates your entire workflow. Here’s how:

• More meaningful meetings: With client insights and structured agendas, you can focus on delivering value instead of juggling logistics.
• Improved client experience: Personalisation becomes effortless when you have a clear view of each client’s needs.
• Reduced admin burden: Automated file notes eliminate hours of manual work, freeing you to focus on higher-impact tasks.
• Consistency across your team: Templates and workflows ensure that every meeting follows a professional, structured approach.

Pro tips to maximise Claras Meetings

1. Use filters to stay organised: Focus on the meetings that matter most with customisable views.
2. Customise templates for recurring needs: Build agenda templates that align with your practice’s unique approach.
3. Review client insights before every meeting: Arrive prepared to address your client’s priorities from the start.

Start transforming your meetings today

The Meetings feature in Claras is more than a tool—it’s a way to elevate your practice. Whether you’re preparing for your next client interaction or ensuring consistent follow-up, Claras helps you stay in control while delivering exceptional results.

Ready to simplify your workflow and enhance the client experience?

Try Claras Meetings today and experience the difference.