ProductAI File Notes
File notes that write themselves.
Record a client meeting, pick a template, and get a structured, compliant file note in minutes, not hours. Purpose-built for Australian financial advisers.
How it works
From meeting to file note in four steps.
Record or upload
Record directly in your browser, connect via Microsoft Teams, or upload a recording from any device. Claras automatically identifies who said what.
Choose your template
Select from built-in templates or create your own. Templates define the structure, headings, and compliance requirements for each meeting type.
Review and refine
Your file note is generated in minutes. Built-in compliance checks flag anything missing. Refine sections with a click. No re-prompting needed.
Export and deliver
Export to XPlan or Word in one click. Your file note is ready to lodge, share with your licensee, or file for audit.
Capabilities
Everything your file note needs.
Claras is purpose-built for ASIC-regulated financial advice. Every feature exists to make your file notes faster, more consistent, and audit-ready.
- Automatic speaker identification
- Custom templates for any meeting type
- Built-in compliance checks
- One-click XPlan and Word export
- PII redaction before AI processing
- Australian data hosting
- SOC 2 certified
- Works with Teams, Zoom, phone, and in-browser
Built for advice
More than transcription.
13× faster than writing by hand
Efficiency
Minutes, not hours
A 60-minute meeting becomes a detailed file note in under 10 minutes. AI handles the structure while you focus on the advice.
Consistency
Your templates, your standards
Create templates that match your practice style and licensee requirements. Every adviser produces notes in the same format.
Compliance
Catch gaps before they become risks
Compliance checks run against your template requirements. Missing a risk discussion or disclosure? Claras flags it before you finalise.
Privacy
PII redacted, data in Australia
Client names, addresses, and financial details are automatically redacted before AI processing. Your data stays in Australia, always.