Mentri learns who each client is, and what the work is for.
Two context streams per client — relationship and development context, and client-specific working context — that let recaps, nudges, Companion, and Session Prep land in this client's world.
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What it is
Client Onboarding is how Mentri learns who each client is. You set two context streams per client when you add them, and both stay editable as the relationship evolves. Mentri uses them to interpret session transcripts through the lens of who this client is, so each session connects to the wider arc of the work.
Relationship and development context
The purpose of the coaching work and the client's professional picture — what brought them to coaching, where they are trying to get to, and the environment they are working in.
Client-specific working context
The practical texture of this particular coaching relationship — how the client tends to engage, what helps or hinders them, and any sensitivities or constraints worth remembering.
How it works
You set the two context streams when you add a new client, and you update them over time. Changes to client context are reflected in future outputs — recaps, nudges, Companion responses, and Session Prep — rather than locked to the version of the client you set up on day one.
This is the input layer that lets Mentri say "context-aware" without hand-waving: the outputs draw on context you have explicitly set, not inferences it makes on its own.
What coaches get out of this
Client knowledge you already carry becomes shared context with the AI, not something only you hold in your head.
Recaps, nudges, and Companion conversations that visibly shift as client context gets richer.
Session Prep that draws on the actual client context, not only what was in the last transcript.
Context stays editable as the relationship evolves — not frozen at signup.
What clients get out of this
Outputs that refer to their real goals, constraints, and sensitivities.
Fewer moments of being handed something generic, or having to re-explain who they are.
Where these inputs shape things
Client Onboarding sits at the input layer of Mentri's context ecosystem. It shapes the client-facing outputs most directly — Client Recap, Nudges, the AI Companion — and it shapes Session Prep, because Session Prep draws on the client's context to orient you before the next session.
Coach control and boundaries
Client context is held inside your coach workspace. It is there to improve the outputs you already control, not to build a parallel dataset about the client.
You decide what level of detail makes sense. Client Onboarding works with whatever you set: a lighter context is still useful, and richer context is reflected visibly in the outputs that follow. Describing confidentiality expectations with the client themselves remains part of good coaching practice; Mentri does not replace that conversation.
Editable at any time as the relationship evolves.
Lives inside your coach workspace, tied to the client's timeline.
Supports anonymisation and de-identification; deeper data controls live on the Safety page.
Where this sits in the flow
Client Onboarding pairs with Coach Onboarding at the input layer of Mentri's context ecosystem. Between them, they are why the rest of the product — recap, nudges, Companion, prep, debrief — can read as shaped by the coach and by this specific client.
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