New features and improvements.

Introducing Attachments - a simple way to give Claras more context about your clients. Upload PDFs, Word documents, Excel files, images, CSVs, or Outlook emails against a client's profile. The attachment is used to enrich Clarity Plus and becomes valuable reference material when creating documents.

When you add an attachment, Claras automatically processes the content, identifies the relevant date, and suggests an appropriate name. As you'd expect, Claras strips out personally identifiable information, which you can verify when viewing attachments with the PII toggle.*

This feature lays the groundwork for future improvements including document templates, client Q&A and CRM integrations. We've got some exciting things cooking that we can't wait to share!

Smarter Clarity Plus

Clarity Plus now maintains a running summary of everything saved against a client. It updates intelligently whenever you finalise a meeting or upload a attachment, identifying dates to determine whether to alter existing information or add something new. Soon you'll be able to edit the summary yourself or tell Claras what you'd like to see inside Clarity Plus.

So next time you bring an existing client into Claras, upload their historical attachments like fact finds, past File Notes or previous SoAs to instantly populate Clarity Plus with their complete background information, ready for your meeting.

Improvements

• You can now filter Teams meeting by a specific date when choosing a recording or transcript
• Better error messages when file notes can't be processed (like when the wrong recording was uploaded), with an option to change the status back to "draft" and try again.

*We cannot remove PII from images, so please ensure you remove or minimise personal information before uploading to Claras.

Turn your Teams meetings into File Notes with a single click. No more downloading recordings or manually uploading files - simply select a meeting with a recording from your recent calendar events and Claras handles the rest. If a transcript is available, we'll use it to speed up processing, but a recording is all that's required. Everything is imported automatically, preserving every important detail while saving you valuable time.

Connect your Microsoft account through the "Integrations" section in your profile. Whenever you click "Upload Recording" in any meeting, you'll now see "Teams Meeting" as an option alongside your existing upload methods. If you haven't connected your account yet, you'll be guided through the connection process right from there. All processing happens within our secure, Australian-based infrastructure, maintaining the same privacy standards you expect from Claras.

Find and Replace

Make editing large File Notes faster with our new Find and Replace tool. Simply click the magnifying glass icon to search for specific text anywhere in your document. When a client's name has been incorrectly transcribed or you need to update terminology across an entire File Note, you can quickly replace all instances with the correct text.

API

For larger practices wanting to build custom Claras integrations, we've released the first version of our API. You can now programmatically view profiles and templates, create/edit/delete clients, and create meetings using your own transcripts or audio files. API keys are available under Settings > API for Enterprise add-on subscribers. For more information or to request access, please contact our team.

Documents is our new tool for creating long-form documents that need information spanning multiple client meetings. Starting with paraplanner requests, this feature lays the foundation for automating a comprehensive range of advice documentation - from fact finds and letters of engagement, to records of advice, strategy papers, statements of advice, insurance analyses, annual reviews, implementation plans, best interest duty documentation and more.

We're releasing Documents in beta so you can help shape how it develops. The feedback button lets you tell us what's working, what isn't, and what you'd like to see added - whether that's supporting new document types, tweaking the workflow, or adding new capabilities. Your real-world feedback will help us refine and expand Documents to handle the full spectrum of advice documentation your practice needs.

Watch our latest video for an in-depth guide on creating documents.

New client page

The client page has been enhanced to give you a clearer view of your client relationship. Clarity+ insights, key client details, and a complete history of meetings and documents are now organised in a single, intuitive interface. A powerful new search feature helps you quickly locate specific information within file notes, displaying results with helpful contextual snippets to ensure you find exactly what you need.

Experience enhanced confidence during meetings with our new live transcription feature. Watch as words appear in real-time while you speak, helping you verify audio quality and ensure all participants are being captured clearly. This feature works seamlessly across all meeting types - whether in-person, virtual, or phone calls.

The live recording interface now displays three distinct statuses:

• Ready to transcribe - Initial state when live recording is selected
• Waiting for first words - Recording has started, awaiting speech or microphone access
• Transcribing - Active recording state with speech detection confirmed

To maintain focus during your meetings, the live transcript can be hidden with the eye icon toggle. For peace of mind, hover over the "Transcribing" status to view the running word count of your captured conversation.

This new feature also brings improved reliability to live recordings. Each sentence is saved as it's spoken, allowing you to resume recording from your last saved point if unexpected issues occur. Simply reopen the meeting and select "Resume live recording" to continue.

Once you complete your recording with "Stop & Finalise Transcript", you can immediately begin generating your file note. Access the full transcript, complete with timestamps and speaker separation, by clicking the pencil icon next to "Transcript".

Improvements

• Improved client name handling for more accurate representation in File Notes
• Enhanced editor performance for smoother editing of large File Notes
• Added ability to update meeting date and facilitator details after finalisation
• Refined numbered list formatting in DOCX exports for consistent document styling

Our templates system has been improved to help you create better File Notes more efficiently. Generate custom templates with AI assistance, improve them automatically based on your feedback, and fine-tune them with advanced controls when needed.

Template generator

Create custom templates by describing what you want to capture. Claras will analyse your requirements and generate a template optimised for your meeting type. You can also paste in existing templates from Word or PDF to use as a starting point. Claras will understand the structure and recreate it in our template format.

Learn how to create your own templates with our Creating Custom Templates guide.

Template refiner

Templates can now be improved directly from your File Notes. When reviewing a processed meeting, click "Refine Template" to suggest changes. Claras will analyse your feedback, update the template, and show you a side-by-side comparison of how your File Note would look with the improved template.

Changes can be applied to just the template (for future meetings) or both the template and current File Note. This iterative approach lets you perfect your template structure and output through natural feedback, without having to manually edit the template yourself. Check out our guide on Getting Started with Templates to learn more.

Advanced template controls

For practices needing precise control over their File Notes, we've added an advanced template editor. Access it by clicking "Show advanced editor" when viewing your template.

The editor gives you full control over how your templates work and what they output. You can manually adjust the content, formatting and conditions that control how your file notes are generated.

Advanced edits don't prevent future template improvements — you can still use the template improver after making manual adjustments. See our Advanced Template Editing guide for detailed instructions on using these controls.

Smarter file notes with more context

Each template is now linked with your profile settings, allowing Claras to generate more accurate and relevant file notes. Core details like client names, advisor names, and dates are correctly referenced throughout the document.

Your new profession and location settings from "My Profile" also flow into both the template generator and File Note generator. This ensures Claras creates appropriate content whether you're a financial adviser in Australia, an accountant in New Zealand, or a planner in the United Kingdom.

Enhance specific sections of your file notes with AI assistance using our new regeneration feature. Generate new text with custom instructions, preview the proposed changes, then choose whether to replace the selection entirely, insert alongside existing content, try again with different instructions, or discard the suggestions. The feature automatically preserves your template formatting and style while incorporating new information, ensuring consistency across your documentation.

Simply highlight any portion of text and access contextually-aware AI suggestions through the regeneration menu that appears. The regeneration tool references original meeting transcripts, complete file note context, template structure, meeting details and metadata, client and adviser information, and additional meeting notes. When regenerating content, you can maintain all PII redactions and sensitive content while improving clarity and completeness.

Learn more about how to regenerate parts of your File Note in our help guide.

Improvements

• Live meeting recordings now automatically upload immediately after completion
• Navigation menu is disabled and visually dimmed during live recording sessions for better focus

Take greater control over your practice's information security with customisable data retention settings. This new feature allows you to automatically manage the lifecycle of meeting recordings and transcripts within Claras.

Configure separate retention periods for:

• Meeting recordings (audio/video files)
• Meeting transcripts

Set custom retention periods from 1 day up to 10 years, or disable automatic deletion entirely. Deletion triggers only after meetings are finalised, giving you full control over when the retention period begins.

This helps maintain client confidentiality and regulatory compliance by ensuring sensitive data isn't retained longer than necessary. All deletions occur automatically on an hourly schedule, with no manual intervention required.

Learn more about configuring your settings in our detailed guide on managing data retention.

New meeting statuses

We've refined meeting statuses to better align with the File Note workflow. After transcribing your meeting and generating the file note, Claras will set the status to "Processed" - indicating it's ready for review, adjustments, and next steps like saving to your CRM or sending client emails.

When you've completed all necessary actions, you can move the file note to "Finalised" status. This not only marks the file note as actioned but also triggers an update to Clarity+, ensuring any additions or corrections flow through.

Improvements

• Enhanced client list navigation with alphabetical sorting and a new search bar for quick access
• Improved DOCX exports with refined typography and consistent table formatting

Manage, prepare and document client meetings with our new end-to-end meetings workflow. The new Meetings feature helps financial advisers prepare thoroughly, stay organised during meetings, and efficiently generate compliant File Notes.

Schedule & prepare for meetings

View upcoming and past meetings in the new schedules page. Create meetings by selecting clients, meeting types, and facilitators with our streamlined interface. Each meeting includes a customisable agenda to ensure all necessary topics are covered.

Clarity Plus Insights

For returning clients, gain instant context with AI-powered insights drawn from previous meetings. See key background information, conversation starters, and important follow-up items before your meeting begins.

Live recording capabilities

Record meetings directly through Claras using our new live recording feature. Perfect for in-person meetings or when capturing audio from virtual meetings through your computer speakers. Pause and preview recordings as needed before processing.

Customisable meeting agendas

Create and customise meeting agendas for different meeting types. Set default agenda items for each template type, or let Claras automatically generate relevant agenda items based on your File Note outline. Check off items during meetings to ensure thorough coverage of all required topics.

Additional meeting notes

Add private meeting notes visible only to you and your team. These notes help provide additional context or instructions to Claras when generating the File Note, without being shared with clients.

Integrated with existing workflows

The new Meetings feature integrates seamlessly with our existing File Notes system. Whether you create an entry through Meetings or Notes, everything stays synchronised. While the traditional Notes view remains available, the new Meetings interface offers enhanced features like Clarity Plus insights and agenda management.

Try out the new Meetings feature today and let us know your feedback as you streamline your client meeting workflow.

Improvements

• Side menu has been redesigned with improved layout and navigation for a cleaner experience
• You can now add tables directly to templates and filenotes to better organise your information
• When editing a file note, you now have access to additional text formatting options for improved readability
• File notes now automatically save as you type to prevent losing any changes
• File notes can now be downloaded in DOCX format for easy sharing and editing in Microsoft Word
• The "Copy to HTML" feature has been enhanced with improved formatting and styling
• Email templates now more accurately follow formatting and layout instructions specified in templates
• You can now set and update your profile photo from the "My Profile" page

We're excited to introduce self-service team management to Claras. You can now invite and manage team members directly through the platform with our enhanced role system:

• Adviser: Create and manage client file notes
• Adviser (Account Owner): Full adviser capabilities plus practice settings access
• Practice Manager: Manage practice settings and templates at no additional cost
• Assistant: Support role for client management and file notes ($39/month)

Ready to grow your team? Click the new gear icon in the left-hand menu to get started. You can assign a Practice Manager to handle templates and settings, invite other advisers to create consistency across your practice, and add your support staff as Assistants at $39/month.

Improved Billing

We've made billing and finances more convenient by consolidating all charges into a single practice-wide monthly bill. When adding team members or adjusting plans, you'll see real-time cost previews to help with budgeting. Annual billing options can save up to 20% on your subscription, and our self-service portal makes it simple to manage payment details and plan selection.

New plans

Our Unlimited plan remains the best value for most practices, with all the features you need to grow your business. We're also introducing a Pay as You Go option.

• Unlimited Plan: Full access to all features, ideal for growing practices
• Pay as You Go: $50/month base subscription including 4 file notes, additional notes $10 each. Perfect for practices getting started with Claras, this is a low-cost option with flexibility to upgrade to our Unlimited plan anytime.

Learn more in our Billing FAQ.

You can now upload audio and video recordings directly to Claras to generate File Notes. This new capability eliminates the need to transcribe recordings separately, streamlining your documentation workflow while maintaining security and compliance.

Upload your meeting recordings directly through the File Notes interface and Claras will automatically transcribe the content, intelligently identifying and labelling different speakers within your recordings, then generate your File Notes and client emails using the same intelligence that powers our text-based workflows.

All processing occurs exclusively within our Australian-based infrastructure, ensuring your client data remains protected and compliant with local regulations.

Transform your client interactions with Clarity+, a new intelligence layer that automatically analyses client file notes to surface key insights and opportunities. The feature processes your last five client file notes to generate dynamic, actionable intelligence accessible from the redesigned Client Overview page.

Clarity+ helps you:

• Surface relevant client details and financial information before meetings
• Identify patterns and opportunities across client interactions
• Maintain personalised service while scaling your practice
• Reduce meeting preparation time

The feature is now available by default on all client pages - just click the "Clients" icon in the sidebar and select any client to view their personalised insights.

Improvements

• Ability to reset your password
• You can change the client for a file note that has been generated
• The name of a client can be changed on the clients table

This feature allows you to specify essential elements that should be included in every file note for a specific template. Claras will now alert you if any of these key items are missing from your note, ensuring you capture all crucial information consistently.

It's available now in each template and is template-specific. This means you can customise the required items for different types of client interactions or scenarios.

We know many of you have asked for additional detail in your file notes. The Template Editor is here to answer your call! It gives you complete control over what information gets captured, ensuring your notes include all the important details you need. This editor allows you to refine existing templates and create new ones that perfectly suit your workflow.

You'll now find a new template icon in the left navigation bar. Click on it to unlock a variety of options for creating and customising your templates. Plus, you can easily duplicate existing templates to save even more time. Read more in our help centre.

Improve client emails

We've also added a regenerator button to the email tab. Now, if you make changes to your file note, you can simply click this button to update your client email draft with the latest information and change the tone of voice. This ensures your emails are always clear, concise, and perfectly aligned with your most recent notes. Read more here.