Who it's forFinancial advisers
Your file note is done before the client leaves.
Record or upload the meeting, choose a template, and Claras writes the file note, drafts the follow-up email, and keeps the client record current. You review and finalise.
The advice takes an hour. The paperwork takes the rest of the day.
Thirty to ninety minutes of writing after every meeting, then the email, then remembering what you promised. It is time that belongs to the next client, or to you.
Meet the client. Claras does the rest.
The file note writes itself
A structured, compliant note in minutes, in your template, with who said what already sorted.
Walk in prepared
Every past meeting, document and detail for the client, summarised in one record before you sit down.
The follow-up email is drafted
Actions, decisions and next steps in an email to the client, ready to send once the note is finalised.
Lodge it where it needs to go
Download a Word copy in your export style, ready to file in XPlan. No reformatting, no retyping.
Why Claras
Four things practices ask about. Four straight answers.
Efficiency
Minutes, not the rest of the afternoon
Record or upload the meeting and the file note is written in your template, with who said what already sorted. You review and finalise.
Security
Client details never reach the AI
Names, addresses, account numbers and financial details are replaced with placeholders before any AI model reads a transcript. The model never receives them, so there is nothing to hand over and nothing to leak.
Ethics
What was said, not what sells
The file note reflects the meeting. Claras does not recommend products, favour a platform or steer the advice. What you said to the client is what gets written down.
Compliance
Checked before it is finalised
Each template defines what a file note must cover. A missing risk discussion or disclosure is flagged before the note is finalised, not at audit.
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
Download a Word copy in your export style. Your file note is ready to file in XPlan, share with your licensee, or keep for audit.
Trusted by 0+ financial advisers.
Claras has enabled me to reclaim my life. It produces incredible file notes with just the right balance of detail and simplicity with a human feel. The emails it generates are so useful for new and existing clients, especially the list of actions and I've had great feedback from my clients.
Terry Cross Financial Services
Claras has been saving me hours per week on writing and reviewing my file notes. No more finding the right template, inputting basic info like names, location, date, time, no more splitting my notes into various segments to ensure compliance requirements are captured, and no more creating a list of action items, as this does it all for you!
Lucid Financial
Claras stands out with its superior templates that are ready to use and the flexibility to add custom templates easily.
Living Financial Advice
Gone are the days of 30 minutes trying to remember everything the client said, which client said what and making sure the compliance stuff is on point. Claras means file notes are done in under 5 minutes, including time spent double checking it.
Haile Financial
What Claras enables is not just greater efficiency for advisers, but it frees up our mental space, improves our mental health and also by extension that enables us to better service our clients. That's why it has the potential to make a huge difference to many people.
GHG Private Wealth
I now spend just 5-10 minutes on file notes and client emails that require minimal editing, saving me hours of work. My clients love the quick and thorough communication summarising the meeting. I'm thrilled with the improved efficiency and client satisfaction!
Jakupovic Lifestyle Financial Consulting
Claras has enabled me to reclaim my life. It produces incredible file notes with just the right balance of detail and simplicity with a human feel. The emails it generates are so useful for new and existing clients, especially the list of actions and I've had great feedback from my clients.
Terry Cross Financial Services
Claras has been saving me hours per week on writing and reviewing my file notes. No more finding the right template, inputting basic info like names, location, date, time, no more splitting my notes into various segments to ensure compliance requirements are captured, and no more creating a list of action items, as this does it all for you!
Lucid Financial
Claras stands out with its superior templates that are ready to use and the flexibility to add custom templates easily.
Living Financial Advice
Gone are the days of 30 minutes trying to remember everything the client said, which client said what and making sure the compliance stuff is on point. Claras means file notes are done in under 5 minutes, including time spent double checking it.
Haile Financial
What Claras enables is not just greater efficiency for advisers, but it frees up our mental space, improves our mental health and also by extension that enables us to better service our clients. That's why it has the potential to make a huge difference to many people.
GHG Private Wealth
I now spend just 5-10 minutes on file notes and client emails that require minimal editing, saving me hours of work. My clients love the quick and thorough communication summarising the meeting. I'm thrilled with the improved efficiency and client satisfaction!
Jakupovic Lifestyle Financial Consulting
Claras has enabled me to reclaim my life. It produces incredible file notes with just the right balance of detail and simplicity with a human feel. The emails it generates are so useful for new and existing clients, especially the list of actions and I've had great feedback from my clients.
Terry Cross Financial Services
Claras has been saving me hours per week on writing and reviewing my file notes. No more finding the right template, inputting basic info like names, location, date, time, no more splitting my notes into various segments to ensure compliance requirements are captured, and no more creating a list of action items, as this does it all for you!
Lucid Financial
Claras stands out with its superior templates that are ready to use and the flexibility to add custom templates easily.
Living Financial Advice
Gone are the days of 30 minutes trying to remember everything the client said, which client said what and making sure the compliance stuff is on point. Claras means file notes are done in under 5 minutes, including time spent double checking it.
Haile Financial
What Claras enables is not just greater efficiency for advisers, but it frees up our mental space, improves our mental health and also by extension that enables us to better service our clients. That's why it has the potential to make a huge difference to many people.
GHG Private Wealth
I now spend just 5-10 minutes on file notes and client emails that require minimal editing, saving me hours of work. My clients love the quick and thorough communication summarising the meeting. I'm thrilled with the improved efficiency and client satisfaction!
Jakupovic Lifestyle Financial Consulting
Claras has enabled me to reclaim my life. It produces incredible file notes with just the right balance of detail and simplicity with a human feel. The emails it generates are so useful for new and existing clients, especially the list of actions and I've had great feedback from my clients.
Terry Cross Financial Services
Claras has been saving me hours per week on writing and reviewing my file notes. No more finding the right template, inputting basic info like names, location, date, time, no more splitting my notes into various segments to ensure compliance requirements are captured, and no more creating a list of action items, as this does it all for you!
Lucid Financial
Claras stands out with its superior templates that are ready to use and the flexibility to add custom templates easily.
Living Financial Advice
Gone are the days of 30 minutes trying to remember everything the client said, which client said what and making sure the compliance stuff is on point. Claras means file notes are done in under 5 minutes, including time spent double checking it.
Haile Financial
What Claras enables is not just greater efficiency for advisers, but it frees up our mental space, improves our mental health and also by extension that enables us to better service our clients. That's why it has the potential to make a huge difference to many people.
GHG Private Wealth
I now spend just 5-10 minutes on file notes and client emails that require minimal editing, saving me hours of work. My clients love the quick and thorough communication summarising the meeting. I'm thrilled with the improved efficiency and client satisfaction!
Jakupovic Lifestyle Financial Consulting
I've tried a number of different AI tools to help cut down the time file notes take. Claras is by far the quickest and provides the most human output of any of them. I'm really impressed with Claras and the ability to create templates for the system to work from works perfectly.
ETG Wealth
Even with highly complex client scenarios it has accurately captured key information and the file notes are presented in a way that is better than what I was previously doing and still ticks all of the compliance boxes. Estimated time saving for complex initial advice about 45 minutes per file note.
Huon Financial Planning
Best AI file note system to date! I am blown away at how accurate and efficient the system is
Lumaire Wealth
What I like most about what the team at Claras is doing is that they are focused on bringing value to both the advisers and their clients, not just creating bells and whistles to sell a product. Their vision isn't narrow either which I think is a plus, given the large impact that AI could make in all areas of the advice chain and not just in file noting.
Contract Paraplanning Services
Been using some old transcripts from video meetings, and this thing is GO000000000DDDDD!!!!! In fact, for a fairly complex financial situation managed to grasp the detail better than I did initially
Caboodle Financial Services
We used to spend ages writing notes after meetings. Now, Claras does it in a minute or 2. Saves huge amounts of time and lets my team focus more on clients. Claras is one of the keys to growing our practice.
Financial Edge Group
I've tried a number of different AI tools to help cut down the time file notes take. Claras is by far the quickest and provides the most human output of any of them. I'm really impressed with Claras and the ability to create templates for the system to work from works perfectly.
ETG Wealth
Even with highly complex client scenarios it has accurately captured key information and the file notes are presented in a way that is better than what I was previously doing and still ticks all of the compliance boxes. Estimated time saving for complex initial advice about 45 minutes per file note.
Huon Financial Planning
Best AI file note system to date! I am blown away at how accurate and efficient the system is
Lumaire Wealth
What I like most about what the team at Claras is doing is that they are focused on bringing value to both the advisers and their clients, not just creating bells and whistles to sell a product. Their vision isn't narrow either which I think is a plus, given the large impact that AI could make in all areas of the advice chain and not just in file noting.
Contract Paraplanning Services
Been using some old transcripts from video meetings, and this thing is GO000000000DDDDD!!!!! In fact, for a fairly complex financial situation managed to grasp the detail better than I did initially
Caboodle Financial Services
We used to spend ages writing notes after meetings. Now, Claras does it in a minute or 2. Saves huge amounts of time and lets my team focus more on clients. Claras is one of the keys to growing our practice.
Financial Edge Group
I've tried a number of different AI tools to help cut down the time file notes take. Claras is by far the quickest and provides the most human output of any of them. I'm really impressed with Claras and the ability to create templates for the system to work from works perfectly.
ETG Wealth
Even with highly complex client scenarios it has accurately captured key information and the file notes are presented in a way that is better than what I was previously doing and still ticks all of the compliance boxes. Estimated time saving for complex initial advice about 45 minutes per file note.
Huon Financial Planning
Best AI file note system to date! I am blown away at how accurate and efficient the system is
Lumaire Wealth
What I like most about what the team at Claras is doing is that they are focused on bringing value to both the advisers and their clients, not just creating bells and whistles to sell a product. Their vision isn't narrow either which I think is a plus, given the large impact that AI could make in all areas of the advice chain and not just in file noting.
Contract Paraplanning Services
Been using some old transcripts from video meetings, and this thing is GO000000000DDDDD!!!!! In fact, for a fairly complex financial situation managed to grasp the detail better than I did initially
Caboodle Financial Services
We used to spend ages writing notes after meetings. Now, Claras does it in a minute or 2. Saves huge amounts of time and lets my team focus more on clients. Claras is one of the keys to growing our practice.
Financial Edge Group
I've tried a number of different AI tools to help cut down the time file notes take. Claras is by far the quickest and provides the most human output of any of them. I'm really impressed with Claras and the ability to create templates for the system to work from works perfectly.
ETG Wealth
Even with highly complex client scenarios it has accurately captured key information and the file notes are presented in a way that is better than what I was previously doing and still ticks all of the compliance boxes. Estimated time saving for complex initial advice about 45 minutes per file note.
Huon Financial Planning
Best AI file note system to date! I am blown away at how accurate and efficient the system is
Lumaire Wealth
What I like most about what the team at Claras is doing is that they are focused on bringing value to both the advisers and their clients, not just creating bells and whistles to sell a product. Their vision isn't narrow either which I think is a plus, given the large impact that AI could make in all areas of the advice chain and not just in file noting.
Contract Paraplanning Services
Been using some old transcripts from video meetings, and this thing is GO000000000DDDDD!!!!! In fact, for a fairly complex financial situation managed to grasp the detail better than I did initially
Caboodle Financial Services
We used to spend ages writing notes after meetings. Now, Claras does it in a minute or 2. Saves huge amounts of time and lets my team focus more on clients. Claras is one of the keys to growing our practice.
Financial Edge Group
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