A client recap that reflects what mattered in the session.
Shaped by your coaching style and the client's context, grounded in the session transcript, and reviewed by you before it reaches the client.
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What it is
The Client Recap is the post-session output designed for the client. It reinforces what mattered during the session, clarifies the threads worth carrying forward, and creates a bridge between the conversation and the period that follows.
You review and edit every recap before it is sent on — in your own voice, in your own platform, with the final say on what reaches the client.
How it works
Each recap is generated from the session transcript, and shaped by the context Mentri already holds: your coaching style and approach, and the client's onboarding context.
Recaps appear on the client's timeline inside your coach portal. You edit the draft in-platform, then send when it reads the way you want it to. Nothing leaves the portal until you have reviewed it.
What coaches get out of this
A structured first draft shaped by your style and the client's context.
Hours of post-session admin compressed into a review pass, without losing the thread of what happened.
Editable in-platform, sent in your own voice — you always have the final say.
A consistent post-session rhythm across clients, without the cognitive load of writing each recap from scratch.
What clients get out of this
A clear record of what mattered in the session, not a vague summary.
Something to return to when deciding what to focus on before the next session.
A post-session output grounded in the actual conversation, shaped by how their coach works.
What shapes this output
The recap is grounded in the session transcript as its primary evidence, and shaped by the coach context and client context Mentri already holds. That is what lets the output read as specific to this coaching relationship.
Coach control and boundaries
Every client-facing recap is coach-reviewed. The draft lives inside your portal; nothing is sent until you approve it.
Recap quality reflects the evidence the transcript provides. Mentri does not invent depth that isn't there. If a session was short or light-touch, the recap reflects that honestly.
Full in-platform editing — structure, wording, and emphasis are yours to change.
Send when you are ready, not on a timer. Hold a recap back if the session calls for more reflection before it goes out.
The recap is a draft. You are the last step between the session and the client.
Where this sits in the flow
The Client Recap sits in the post-session moment alongside Nudges (also client-facing, also coach-reviewed) and the Coaching Debrief (coach-facing reflection on the same session). It depends on the session being captured — normally through Mentri Transcriber.
Try Mentri in real coaching work
Start a 30-day free trial. Test it in live sessions. Decide with confidence.