Client portrait
A client's context drawn from processed sessions and files.
The Portrait tab gathers a client’s context from processed sessions and files, so you can quickly recall the main themes before the next meeting. It is not a diagnosis or a conclusion about the client — it is a convenient summary of what has already come up.
Where to find it
Open a client and select the Portrait tab — it comes first, next to Sessions and Files.
How to do it
- Record or upload the first session and wait for processing.
- Open the Portrait tab — a summary of the client appears.
- Edit the text, add points, reorder them, or hide the ones you don’t need.
- Select the source icon next to a point to jump to the session fragment it came from.
What you’ll see
The portrait is made up of separate context blocks. Points based on a recording are marked with a source icon. You can export the portrait as PDF or Markdown from the ⋮ menu.
If it didn’t work
The portrait appears only after the first processed session.