Template enhancements
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.