Capturing a session

• The lifecycle of a session

  Understand the lifecycle of a Klarity session, from Scheduled to Summary locked, and what each state (including No-show or indexed document) allows on the session page.Few readers

• Capturing a session

  Capture a Klarity session over video, in person or by phone to get a transcription then a summary, with the client's consent.Few readers

AI deliverables

• The AI-generated session summary

  Read, edit and rate the session summary generated by Klarity's AI, structured in free-form sections that feed the client's memory.Few readers

• The pre-session briefing

  Prepare your appointments with Klarity's pre-session briefing, which recaps the essentials of the client's journey from their memory.Few readers

• The report email draft

  Review and send the report email pre-filled by Klarity's AI after each session, from the Report email tab.Few readers

Completing & closing

• Enriching a session

  Add your observations to a Klarity session from the Enrich tab, by typing or voice dictation, to refine the client's memory.Few readers

• Adding attachments

  Attach documents to a Klarity session to keep them tied to the appointment and include them in the report email to the client.Few readers

• Completing a session

  Close a Klarity session: mark it completed, as a no-show, lock its summary or reopen it, to fold it into the client's memory.Few readers