Foundations
Clients
Each client has a persistent profile — details, documents, notes, and reports always available when you start a new report.
No re-entering the same information each time. Add a client once and reuse their context across every report.
What you can do
- Store client demographics and reuse them across every report
- Attach documents, text notes, and voice transcripts to a client profile
- Browse, re-download, and re-edit all past reports for a client
- Archive inactive clients to keep your list clean
- Export your client list to CSV