Client tracking that remembers every session
Klarity gathers each client's full history in one place: sessions, commitments, recurring themes. A record that builds itself, session after session.
Inès K.
Team lead · since Jan 2026
14
Sessions
4
Recurring themes
2
Commitments
Session 14 · May 9
Shift on the Pierre topic. Commitment: weekly 30-min check-in.
Session 13 · Apr 30
Turned down a request from her manager without over-justifying.
Session 12 · Apr 16
Held the frame in a team meeting. New role consolidated.
The problem
Tracking your clients shouldn't rest on your memory
« Where were we again? »
Several weeks pass between two sessions. The thread slips: decisions, commitments, weak signals.
« Which file was that in? »
Notes scattered across notebooks, spreadsheets and apps. Nothing centralized, nothing searchable.
« I rebuild the context before every session. »
Precious time spent recovering context, instead of being fully present with the client.
How it works
Three moves, a record that holds on its own
01
The session is captured
Over video or recorded with the client's consent, each session is transcribed then summarized automatically.
02
The record grows
Summaries, commitments and themes feed the client's memory. You approve in one click.
03
You query the thread
« Where is Sophie on her sense of authority? » The answer draws on every past session.
Client record
The whole history, in one place
No more scattered notes: each client has a single record, structured and always up to date.
- A timeline of every session
- Open commitments and deadlines
- Recurring themes detected automatically
Sophie M.
Division director · 14 sessions
Next session
Tomorrow 09:00 · One-on-one
Briefing readyLast session · May 9
« The topic of Pierre keeps surfacing in the second half of the session. A visible somatic shift. Commitment made: hold a weekly 30-minute one-on-one with him. »
Recurring themes
Searchable memory
Ask the question, in plain language
The client's memory reads like a conversation. No keyword search: a real answer, sourced from the sessions.
- Answers grounded in the real history
- What moved, what's still stuck
- References to the sessions involved
Where did we land with Sophie on her relationship to authority?
Sophie has progressed on actually exercising her authority, but remains uncertain about owning it symbolically with her former peers. The gap between the two has been visible since February.
What has shifted
Across the last three sessions, she has managed to:
- Hold a clear frame in team meetings
- Decline a request from her manager without over-justifying
What is still stuck
The topic of Pierre (former peer turned direct report) remains central and barely moves. Mentioned in 7 of the last 8 sessions, almost always in the second half.
Pre-session brief
Ready before every session
Before each session, a situation report ready to use. No more last-minute review.
- Current goals and latest commitments
- Threads to reopen
- Generated automatically, editable
Session #11 · Sophie M.
RecordedThursday, May 14, 2026 · 09:00 (60 min) · One-on-one
Session scheduled · tomorrow 09:00
Consent OKThe bot will join the video call automatically at 09:00.
Pre-session briefing
Sophie is consolidating her new role as a division director. Current commitment: hold a weekly 30-minute one-on-one with Pierre.
Built partly on the coach's manual notes; the March 14 session was not recorded.
Privacy
Client tracking you can trust
Your sessions touch on the intimate. Klarity's client tracking is built so your clients stay in control.
01
Hosting in France
Your data and your clients' stays in France, under GDPR.
02
Encryption
Transcripts and notes are encrypted, at rest and in transit.
03
Explicit consent
Nothing is captured without the client's clear consent, revocable at any time.
04
Your data is yours
Export and permanent deletion available at any moment.
Frequently asked
What coaches ask us
Everything you need to know about this Klarity feature.
Another question? Write to usDoes Klarity replace my coaching notes?
It replaces them as a starting point: every session automatically feeds a structured record per client. You can still add a private note after a session, but you no longer have to keep a separate notebook.
How do I find what a client said six months ago?
You query the memory in plain language, per client: 'Where is this engagement at?', 'What commitments were made?'. The answer cites the source session and date.
Is my client tracking data confidential?
Yes. Hosting is in France, your sessions are never used to train third-party AI, and every coach is strictly isolated from the others.
Go further
The rest of the Klarity ecosystem
- 02FeatureEvery session preparedKlarity prepares a brief before every coaching session: current goals, latest commitments, threads to reopen. No more last-minute review.
- 03FeatureThe coaching session summaryKlarity captures every coaching session and writes the summary: topics, decisions, actions, open threads. You review, you approve, that's it.
ToolsClient tracking tools for coaches: an honest comparisonSpreadsheet, Notion, or dedicated software? A frank comparison of client tracking tools for solo coaches: criteria, trade-offs, and what holds up long-term.
Coaching practiceManage many coaching clients without losing qualityHow to manage many coaching clients while keeping full presence: centralise client memory, build pre- and post-session routines, and scale without burning out.