Client overview

Review a summary, context, and sources from the client's history.

The Overview tab brings together client context from saved sessions and files. It helps you quickly recall key themes and agreements before the next meeting.

The summary appears after the first processed session. You can also write it manually. Individual sections can be edited, reordered, hidden, or refreshed.

When an item is based on a recording, its sources may appear beside it. Open a source to compare the wording with the relevant session.

Export the overview as PDF or Markdown from the Actions menu.