TrustCompliance
Compliance you can trust, not just tick.
Every file note is checked against your template requirements. PII is redacted before AI processing. Data never leaves Australia. SOC 2 certified.
Compliance checks
Catch gaps before they reach your licensee.
Each template defines the compliance requirements for that meeting type — risk discussion, disclosure items, client objectives, and more. Claras checks every file note against these requirements and flags what's missing before you finalise.
- Template-based compliance rules — you define what must be covered
- Missing section alerts before finalisation
- Consistent structure across every adviser in your practice
- Full audit trail of changes and refinements
Security and privacy
Your client data deserves the highest protection.
Privacy
PII redacted automatically
Personally identifiable information, or PII, is any data that can be used to identify a specific person. Before your meeting reaches the AI, Claras automatically finds and removes these details, then restores them in your final file note.
- Client names
- Residential addresses
- Phone numbers
- Email addresses
- Tax File Numbers
- Medicare numbers
- Australian Business Numbers
- Driver licences
- Passport numbers
- Bank account details
Local
Australian data, Australian soil
All data is hosted in Australia. Your practice meets Privacy Act and ASIC data sovereignty requirements without compromise.
Certified
SOC 2 audited
Independent audits verify our security, availability, and confidentiality standards. The certification your licensee and compliance team need to see.
Control
Retention on your terms
Set data retention periods to match your practice policy. Retain or remove file notes and client information when you need to.
Scale
6.3 million PII entities redacted.
As of March 2026
Each dot = 1,000 entities
- Names4.5M
- Locations850k
- Addresses368k
- URLs197k
- Phone numbers140k
- ABNs127k
- Emails95k
- Bank accounts44k
- Medicare numbers32k
- TFN, Driver Licence, Passport38k
ASIC requirements
How Claras maps to your compliance obligations.
Record of client meeting content
Full transcription with speaker identification captures everything discussed
Advice rationale documented
Templates include dedicated sections for advice basis and rationale
Risk discussion captured
Compliance checks flag missing risk sections before finalisation
Client objectives recorded
Structured template sections ensure objectives are always documented
Privacy Act compliance
PII redaction and Australian data hosting meet Privacy Act requirements
Audit-ready documentation
Consistent structure, version history, and export to XPlan or Word
Built for ASIC, audited for peace of mind.
PII redaction, Australian hosting, SOC 2 certification, and template compliance checks on every file note. Show your licensee a practice that's audit-ready by default.