Retention settings
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