Who it's forPractice managers
Every adviser, the same standard.
Set the templates once, and every file note in the practice follows them. Compliance checks run before anything is finalised. You manage the team, the templates and the bill from one place.
Five advisers, five ways of writing a file note.
Templates live in inboxes and shared drives. Review means reading every note in full. When the licensee or ASIC asks, consistency is whatever each adviser remembered to do.
Set the standard. Claras holds it.
One template library for the whole practice
Build meeting and document templates once. Every adviser produces notes and documents in the same structure.
Compliance checked before it is finalised
Each template defines what must be covered. Missing risk discussion or disclosure? It is flagged before the note is finalised, not at review.
Team, roles and seats in one place
Invite advisers and assistants, set roles, and manage every seat under one subscription.
Business units that stay separate
Teams give each unit its own templates, branding and clients, while billing and user management roll up to you.
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.
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.
See it running on your templates.
Bring a template your practice uses today. We will show you the file note and compliance checks it produces.