Most people think they need a notebook or a spreadsheet to stay on top of their clients. Some go for a CRM. But here’s the truth:
👉 If you work closely with fewer, high-value clients… you don’t need customer management.
You need relationship intelligence.
Enter the client dossier — the clean, modern way to track your client history, conversations, goals, and next steps all in one place.
Here are 5 professionals already switching from messy notes to smart dossiers:
✅ 1. Coaches & Mentors
Track sessions, capture goals, monitor progress — all organized per client. Plus, see a timeline of every interaction.
✅ 2. Psychologists & Therapists
Store session notes securely, upload consent forms, and generate summaries of client progress (optional AI support).
✅ 3. Consultants & Strategists
Keep every discussion, deliverable, and meeting note in one place. Share read-only links with clients for alignment.
✅ 4. Sales Reps & Freelancers
Track deals, flag follow-ups, and prepare better for your next call. Replace 3 tools with one organized system.
✅ 5. Lawyers & Legal Advisors
Store documents, contracts, notes, and tasks for each client — with advanced privacy and timeline views.
🎯 ProperNotes turns every client into a clear, actionable profile. No more last-minute prep. No more lost notes. Just a smarter way to work with people.
🚀 Start for free. Get organized fast.