AI File Note Workshop

Limited Time Replay

Easily Regain 5+ Hours a Week and Get Plans to Para-Planning Faster


Want to take the AI File Note Tool for a spin? You can test it out for free here:
https://go.claras.ai/adele

AI File Note Workshop

Limited Time Replay

Easily Regain 5+ Hours a Week and Get Plans to Para-Planning Faster

Want to take the AI File Note Tool for a spin? You can test it out for free here:

www.claras.ai/adele

What You'll Learn

Overview of AI File Note Tools


Explore various AI tools available and determine which one fits you best.

Live Demonstration

Watch a live demo on how to instantly turn meeting transcripts into a para-planner summary, action items, client emails, and more.

Latest Features and Customizations

See the newest features and how to customize them to suit your business and client needs.

Compliance Made Easy

See how smart advisers are using AI for real-time compliance to avoid audit issues.

Privacy & Cyber


Understand the new privacy laws and cyber risks and how they impact your choice of file note solutions.

Why a Limited Time Replay?

When something is available anytime, it often gets watched at no time. This limited time replay encourages immediate action to help you start reclaiming your time now. Don’t let procrastination hold you back!

Give It a Try!

Curious to see the benefits in action? You can start a free trial of our recommended file note software without any commitment. No credit card needed, just an opportunity to make your workflow smoother and your life easier.

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