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.Some 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

• Prepare a scheduled session

  Open the Preparation view of a scheduled session in Klarity: the auto-generated pre-session briefing, client reference points, objectives, last session and export.Some 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.Some readers

• Session Insights: talk-time, questions, blind spots

  Analyze your coaching stance with Klarity's session Insights: talk-time split, open vs closed questions, and topics left unexplored.Few readers

• Sending the post-session quiz to your client

  Keep the work going between sessions with Klarity's post-session quiz: an AI-drafted questionnaire you review, adjust and send to your client.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

• Taking session notes

  Capture your session notes in Klarity before, during or after the appointment: automatic saving, voice dictation and switching to read-only.Few readers

• Exporting a session to PDF, Word or text

  Export a Klarity session to PDF, Word or plain text: the document is generated in your browser, with no data sent, and you choose what it contains.Few readers