The client card

A client's contacts, portrait, session history, and materials in one place.

A client card brings together contacts, the portrait, session history, and uploaded files. Active clients appear in the sidebar, and you can drag them to change their order.

• Add or edit a client — name, contacts, and a private note.
• Client portrait — context from processed sessions and files.
• Client files — recordings, questionnaires, documents, and previous notes.
• Archive or delete a client — how to remove a client from the list.
• Record a session — run a meeting with the selected client.