One living file per client, kept by the sessions themselves
Every approved session writes into the file: the trajectory, the goals, the commitments kept or not, the themes worked on. You open the file and know where you stand, without filing anything.
Léa Fontaine
Sessions held
Sessions actually delivered
8
Coaching time
Actual cumulative duration
8h 12m
≈ 1h 02m / session
Tracked for
Length of the relationship
4 months
Cadence
Average sessions per month
1.8/month
Next session
Tuesday · 3:00 pm
Discovery session
Last session
See the full summary →Tuesday · 3:30 pm
Individual session (video)
Launched a blog and a writing collective: creativity and connection combined. The Sunday-evening barometer dropped to 1-2, the initial emptiness has nearly disappeared. Persistent thread: guilt now only resists with her mother, at the root of the pattern. Note added by the coach: the shift comes from moving from analysis to a first concrete act.
The problem
Follow-up shouldn't rest on your memory.
“Where were we, again?”
Weeks separate two sessions. The thread gets lost: decisions, commitments, weak signals.
“Which file was that in?”
Notes scattered across notebooks, spreadsheets and apps. Nothing centralized, nothing queryable.
“I re-read everything before each session.”
Pre-session re-reading grows as the engagement advances, until it becomes the real workload.
Goals and commitments
Two different things, tracked differently.
Confusing the two is what makes an engagement lose its thread. Klarity keeps them separate and only automates what can be automated.
Goals · you define them
The aims of the engagement
What you are working towards with this client, with a due date and a status you evolve. They remain your call as a coach: nothing creates or closes them for you.
- Reason for the engagement, written once
- Dated goals, orderable, active or closed
- Carried into the brief before every session
Commitments · spotted for you
What the client said they would do
Extracted from the session the moment they are made, with the source session. You only note, at the next session, whether they were kept.
- Linked to the session where they were made
- Kept, not kept or open, in one click
- Follow-through rate computed over time
Themes worked on
See what keeps coming back, and what fades out.
Themes are not labels you apply: they emerge from the sessions and are dated. You read at a glance which topic is rising, which is stalling and which has left the table.
- One theme per session, with its intensity
- Traceable to the session that surfaced it
- Queryable in the memory chat
What you no longer do by hand.
File
Counters kept up to date
Sessions held, cumulative coaching time, relationship length, average cadence. No side spreadsheet.
File
Next and last session
At the top of the file: what's coming, and what just happened, with its summary.
History
Import what you have
Your pre-Klarity PDFs and notes enter the file and count in the memory.
Sessions
All sources combined
Sessions recorded over video or fed by your written and dictated notes: one single history.
Follow-up
Suggested tasks
The follow-ups on your side are extracted from the session, with a due date, and linked to the client.
Consent
Tracked on the file
Visible at the top of the file, revocable by the client at any time.
Handover
End-of-engagement booklet
A premium PDF booklet generated from the client's memory, which you edit, customize and hand over yourself.
Export
Exportable summaries
Every session report exports to PDF, Word or text, ready to hand to the client.
Between sessions
Client check-in
Your client answers in one click about their commitment, no account needed. The connection continues between appointments.
Groups
Same file, for groups
A group has its own file, sessions and memory, just like a client.
What it changes
Opening the file replaces the re-reading.
You walk into the session knowing where you stand, what was kept and what remains open. The file is no longer an archive: it is your starting point.
What coaches ask us
Do I stay in control of the file?
Yes. Everything is editable: the goals are yours, spotted commitments can be corrected or deleted, summaries can be rewritten. Klarity suggests, you remain the coach.
Does my client have access to their file?
No. The file is a coach's tool. Your clients have no account: they give their consent and receive what you send them, nothing more. Between sessions, a one-off check-in lets them answer about a commitment, still without an account.
Is this a CRM?
No. No sales pipeline, no billing, no client portal: the file is the memory of the relationship, not a sales tool. Your payments and contracts stay with your existing setup, by design.
What about my clients from before Klarity?
Import your history (PDFs, documents, notes): the file starts with that past, and the trajectory begins at the first imported session, not at your sign-up.
What happens if I don't record a session?
Your written or dictated notes feed the file the same way. A session without recording is not a session missing from the follow-up.
How does an engagement end?
You close the goals and, if you wish, generate the end-of-engagement booklet: a premium PDF built from the client's memory, which you edit and hand over yourself. The file then remains available, and every summary also exports to PDF, Word or text.
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.
Connect your calendar. The first session is in memory tonight.
A few minutes of setup, then Klarity works in the background: capture, summary, memory and the next session's briefing.
Go further
The rest of the Klarity ecosystem
- 02FeatureYou open the session already knowing where you left off.Klarity prepares a brief before every coaching session: current goals, latest commitments, threads to reopen. No more last-minute review.
- 03FeatureThe session summary is written before you've closed the laptop.Klarity 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.