Client workspace

Clients

Manage client profiles, session context, notes, progress patterns, appointments, and follow-up actions from one clear Clariflow workspace.

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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.