Meetings
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