How-to: Document templates

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Templates available: SOA Request template instructions

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To create document templates in your Claras account:

1. Click into Templates > Documents

2. Click Browse library > Create my own

3. Paste the instructions into the description

4. Click Generate template

   

5. Create documents from the client profile page

SOA Request template instructions

Create an SOA Request template that captures key details from adviser-client meetings to support paraplanner requests. 
Include the following fields:
	•	Meeting name
	•	Meeting date
	•	Adviser
	•	Clients
	•	Meeting attendees
	•	Meeting type
	•	Next meeting date
	•	Next meeting type
	•	Adviser action items
	•	Client action items
	•	Documents presented
	•	Scope of advice
	•	Key strategies
	•	Client goals and objectives
	•	Assets and liabilities
	•	Cashflow needs
	•	Investments
	•	Risk profile
	•	Insurance
	•	Estate planning
	•	Fees
	•	Implementation process and timeline
	•	Client questions and concerns
	•	Next steps
	•	Unclear comments

How-To: File Note templates

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Templates available: Discovery Meeting | Review Meeting | ‣

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To use File Note templates in in your Claras account:

1. Copy the contents of one of the templates (use the copy button at the top of the block)
2. In Claras, click into Templates > Meetings
3. Duplicate any existing template using the 3-dot menu on the right hand side
4. Rename the template - eg. Initial Meeting (v1)