Clariflow dashboard
Practice Overview
A central workspace for client records, session notes, uploaded files, follow-ups, feedback, appointments, billing, and progress insights.
Active Clients
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Upcoming Sessions
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Open Follow-ups
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Feedback Pending
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Clariflow Workspace
Use these areas to manage the full coach or therapist workflow from one dashboard.
Clients
OpenView client profiles, status, focus areas, and progress.
Add Client
OpenCreate a new client profile with session and project context.
Capture Session Insight
OpenPaste or upload notes and extract themes, blockers, and actions.
Notes & Uploads
OpenCentral place for session files, transcripts, and client documents.
Appointments
OpenTrack upcoming sessions, formats, and client meetings.
Feedback Forms
OpenCreate branded post-session or post-program feedback workflows.
Billing
OpenManage subscriptions, invoices, and payment status.
Client Workflow
The core areas Clariflow brings together.
Client Records
Profiles, focus areas, status, session format, hours, and client context.
Session Notes
Paste or upload notes, transcripts, files, observations, and supporting material.
Actions & Follow-ups
Convert insight into action steps and next-session review points.
Feedback & Progress
Track outcomes, stuck points, breakthroughs, and branded feedback forms.
No clients added yet
Add your first client to begin tracking profiles, session notes, uploaded files, actions, appointments, feedback, and progress.
Add First ClientToday's Focus
Client insight layer
Patterns should become visible, not buried in notes.
Clariflow helps session notes become useful working material by connecting themes, blockers, breakthroughs, actions, and progress across the client journey.
Capture Insight