The session summary is written before you've closed the laptop.
Thirty seconds after the session, the summary is there: your sections, your tone, the client's verbatims and the commitments made. You review, you adjust if needed, and the client's memory updates.
The sources
Four ways to feed a session, one single result.
Recording isn't a condition. A session can be fed by audio capture, by your written notes, or by your dictated notes, and the summary always follows the same template.
In-call capture
An assistant joins the call and records it. Speaker separation, time-stamped transcription.
Mic capture
Record on the spot from Klarity, or upload an audio file after the session.
Your written notes
You type what matters, before, during or after. Klarity structures and summarizes.
Your dictated notes
You dictate by voice as you leave the session. The summary is generated on that basis.
The sources are shown on each session (captured on video, captured on mic, coach notes) and combine: a recording plus your notes gives a richer summary.
Summary templates
You decide the framework.
A template is a global context and a list of sections. You declare the framework, the AI follows it at generation. A default template, or a template attached to each session type.
One template per situation.
A transition synthesis doesn't read like a leadership one. Create as many templates as practices, one-to-one and in group, and attach them to your session types.
Situation, feelings, commitments and next explorations.
Leadership situations, feelings, commitments and direction.
Managerial situations, feelings, commitments, practices.
Start from an existing template by duplicating it, or declare your framework from scratch.
You write the sections, the AI fills them.
Each section has a title, a description that guides what it should contain, and a format: bullet list, commitments, paragraph. A global context sets the tone for the whole. Up to fifteen sections, reorderable.
The same templates also frame the session report email sent to the client and the closing booklet.
After generation
The summary stays yours.
You reread, you rewrite what needs it, you lock. What comes after becomes a dated annotation, never a silent rewrite.
Written by the AI, rewritten by you
Every passage indicates whether it comes from generation or from your pen. The client's quotes are marked as verbatim.
One version of record
Once locked, the summary no longer moves. Notes added afterwards live apart, in the client's record.
To the client, if you decide
A session report email in your format, or a PDF, Word or text export. Nothing leaves without your validation.
The Google review, at the same time
If you turn it on, the session report email also invites your client to leave a review on your Google profile. Nothing to ask yourself.
Session insights
The summary says what happened. Insights say how.
A second tab, reserved for the coach: who spoke and how much, the words that keep coming back, the nature of your questions, and the threads the client opened without them being explored. This material is never shown or sent to the client.
Talk distribution
Share of words spoken across the whole session, not minutes.
2,410 words · 41 turns
4,680 words · 40 turns
Recurring words
The terms that came up most during the session.
Questions asked
In the order they appeared during the session.
Topics not addressed
Threads the client raised that the session didn't explore: material to prepare the next one.
Tension with her business partner
“with everything going on with Marc right now”
Physical fatigue mentioned in passing
“I've been sleeping badly for two months, but anyway”
A personal project mentioned then dropped
“I had a thing on the side, well, that's not the point”
Posture
Your share of the talking
A number that is hard to estimate from memory, and the first signal when a session slips away from you.
Questioning
Open or closed
Your share of open questions, session after session, says a lot about your practice.
Material
Topics left aside
What the client slipped in without returning to becomes an entry point for the next session.
Condition
Recorded sessions only
Insights rely on the transcript: a session fed by your notes doesn't produce any.
Post-session quiz
Keep the connection between two sessions, without writing the questionnaire.
A quiz draft is generated from the session summary: its questions change from one session to the next, based on the commitments made, the situations discussed, the words that kept coming back. You review, you edit, you send, or you discard it. Nothing goes out without you.
Post-session quiz
To review and send
Draft
Suggested, never sent
The quiz stays a draft until you click send. Discarding it deletes it for good.
Editing
Five question types
Single choice, multiple choice, short or long answer, yes / no. Reorderable, up to fifteen.
Client
A link, not an account
The client answers from a link received by email. Nothing to install, no sign-up.
Feedback
Answers return to the file
They join the client's memory and feed the next session's briefing.
What it gives back
Fifteen minutes of writing, replaced by a review.
The time you spent writing the report goes back to your clients, or to your evening. And the client's memory grows along the way, with no extra work.
What coaches ask us
Is the transcription sent to the client?
Never as is. It's used to produce the summary; the client receives what you decide to send.
What happens if I don't record?
Your written or dictated notes are enough. The summary follows the same template, with less material, and the sources indicate it.
Can I have one template per client?
Templates attach to session types, not to clients. In practice, one type per coaching situation covers the need.
Can I regenerate a summary?
Yes, as long as it isn't locked, for example after changing the template or adding notes.
Do group sessions have their own templates?
Yes. The library is split into one-to-one and group, with a default template on each side.
Does my client see the session insights?
No. Insights are working material reserved for the coach: talk distribution, questions, topics not addressed. The client only receives the report you choose to send.
Does the post-session quiz go out on its own?
Never. The AI suggests a draft from the session summary; you review it, edit it or discard it. Nothing is sent until you click send.
Your next session summary can write itself without you.
Declare your framework once, and every session leaves with a summary in your format: captured, dictated or written.
Go further
The rest of the Klarity ecosystem
- 05FeatureOne living file per client,Client tracking for independent coaches: one file per client, kept by the sessions. Trajectory, goals, commitments, themes. You open the file and know where you stand.
- 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.
Coaching practiceCoaching session notes: a method, and how AI helpsWhat to put in your coaching session notes, how to write them fast and well, and how AI can generate the summary for you, without compromising client privacy.
Coaching practiceTaking notes in coaching sessions: presence vs memoryShould you take notes during a coaching session? How to keep a record without breaking the connection, and what AI note-taking really changes for coaches.