What's in CoachFile

Client memory and timelines

• One organized record per client: demographics, custom fields, and a full session history in one place.
• A session timeline so the last conversation is in front of you before the next one starts.
• Fast search across your clients and your session notes.

Bring your existing notes in

• Import from Word documents, PDFs, and text files.
• AI organizes the content you provide into draft client records, with the source visible so you can check every detail.
• You review and approve before anything is saved. CoachFile organizes what you give it; it does not invent client details.
• Match client headshots to records, and merge duplicates with your confirmation.

Stay on top of your clients

• Schedule sessions and get a prep brief before each one, with the context you already recorded.
• A capture nudge after a session, so notes get logged while they are fresh.
• Follow-up reminders when a client has gone quiet, so no one slips through the cracks.

Make it fit your practice

• Add, rename, and reorder the fields you track, and set up per-tier fields for different kinds of clients.
• Session templates so logging a session is a few clicks, not a blank page.
• Insights that summarize your practice once you have an active client base.

Security and your data

• Encryption in transit and at rest, with an extra layer on your most sensitive fields, and each coach's data isolated at the database level.
• Export everything as JSON or CSV at any time, and delete your account yourself with a 30-day grace period.
• A two-tier trust model with no standing access to your client notes. The full picture is on our security page.

Want the details?

Read about our security model, see pricing, or learn why we built CoachFile.