Client workspace
Clients
Manage client profiles, session context, notes, progress patterns, appointments, and follow-up actions from one clear Clariflow workspace.
Active Clients
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Sessions This Week
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Open Follow-ups
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No clients added yet
Add your first client to begin tracking their profile, session context, notes, actions, appointments, and progress journey.
Create a client profile
Add the client's basic details, focus area, session format, current status, and project context.
Capture session material
Paste notes or upload files from your tablet, documents, transcripts, or existing client records.
Track progress over time
Keep themes, blockers, breakthroughs, actions, and follow-ups connected to the client journey.
