Managing clients

• Create a client record

  Create a client record in Klarity to hold sessions, notes and memory, and to trigger their consent request in a few clicks.Few readers

• Navigating the clients list

  Find your clients in Klarity with the list's search, filters and sorting, on desktop and mobile alike, and act on several at once.Few readers

• The client record in detail

  Explore the Klarity client record and its tabs: overview, trajectory, memory, sessions, notes, consent and settings.Some readers

Memory & history

• The client memory

  Review a client's memory in Klarity: pre-session briefing, past summaries and recurring themes detected by the AI.Few readers

• Import a client's history

  Import a client's history into Klarity (pre-Klarity documents) to start their memory with their real past rather than a blank page.Few readers

• Demo data

  Understand Klarity's demo data, recognizable by its Demo badge, and delete it in one click when you're ready to start for real.Some readers

• Following a client's trajectory: objectives, engagements and check-ins

  Follow a client's trajectory in Klarity: coaching objectives, engagements detected by the AI and between-session check-ins.Few readers

• The client's between-session check-in

  Send your client a check-in between two sessions in Klarity: enabling it, the client-facing page and the AI suggestion when the reply lands.Few readers

• The end-of-engagement booklet

  Generate an end-of-engagement booklet in Klarity: a premium PDF written by the AI from the client's memory, ready to review, brand and hand over.Few readers