Who it's forSupport staff and assistants
Keep the practice moving between meetings.
Upload the recording, start the file note, build the documents, and keep every client record current. Assistants and paraplanners get their own seat, with access to clients and meetings, and nothing they do not need.
Chasing notes, retyping details, rebuilding the same document.
The meeting happened days ago and the file note is still in the adviser's head. The client file is spread across email, the drive and the CRM. Every document starts from a blank page.
Start the work. Hand it over finished.
Upload and start the note
Drop in the recording from Teams, Zoom or a phone. The file note is generated in the practice template, ready for the adviser to review.
Documents and presentations built from the record
Paraplanners generate advice documents and client presentations from the finalised record, in the practice export style, with compliance checks run before handover.
Client records that stay current
Every meeting, attachment and document lands on the client record, so preparing for the next meeting is a read, not a search.
A seat sized for the role
Assistant seats cover clients and meetings, not practice settings or billing. See pricing for the assistant rate.
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.
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
- Word export, ready to file in XPlan
- PII redaction before AI processing
- Australian data hosting
- SOC 2 certified
- Works with Teams, Zoom, phone, and in-browser
Add an assistant seat to your practice.
Assistants join the practice account with their own login. Set up takes two minutes.